ZingPowZing v bowlhead challenge

cloud_dog

ZingPowZing wrote: »

Still, after noting that it's stupid and meaningless to measure strategies over one year and any result will be more by luck than judgement, I am happy for ZPZ to show us his stock picking skills for three benefit of a charity. - bowlhead

I have seen more backbone in a tin of sardines.

How can a 1yr test be "meaningless" when IFAs use "critical yield" as an alibi for their directions.

Just list your stocks and be done with it.

I'm sure bowlhead will list the fund.

[Deleted User]

Ok.. playing the game now.. I will ask the kids how to do flossing
Of all the portfolios I am tracking these past years..
My IFAs three portfolios, balanced versus income versus flex
Vanguard 60
Danish Lars bloke with vanguard and local bonds
John Edwards via his book (low cost world trackers, bonds and property)

John Edwards wins by a mile...

xylophone

I will ask the kids how to do flossing

Better check with the dentist?:D

[Deleted User]

So, my four stocks are

AApl 166.60
Microsoft 110.40
BHP 1772
Glaxo 1645

Aapl and Glaxo currently ex-dividend, all further dividends to accrue.

DairyQueen

With any luck this thread could top my all-time favourite to-date, Whatever happened to the poster who, in November 2017, forecast a £400k return on his two-year £10k Bitcoin investment?. Tried searching and I can't find it.

Are we allowed to place side bets?

(*Settles in comfy chair with bag of popcorn).

[Deleted User]

It takes two to tango, DairyQueen.

bowlhead99

OK, the mixed asset fund is RIT Capital Partners plc.

Its portfolio holdings as at the end of June are shown on page 7&8 of the half-yearly report pdf at https://www.ritcap.com/sites/default/files/RIT_2019_HalfYearly_Report.pdf

Closing price on the LSE today was 2055p.

For the stocks whose prices you listed in dollars, are you happy with the USD/GBP exchange rate being as per yahoo finance as I type this, 1.211?
[EDIT: I see your US stocks were already listed at GBP price, fine]

Also, you mentioned dividends. When we reach ex-div date, are we assuming the dividends are reinvested back into the company at the closing price on ex-div date, or held as a pot of cash? Either is fine with me.

[Deleted User]

yes, $121.1 that is how the £ price was calculated.

RIT Capital Partners plc.. ok 2055p

DairyQueen

ZingPowZing wrote: »

It takes two to tango, DairyQueen.

'Fraid I can't tango. BH, OTOH, would give an Argentinian a run for his/her money. However, I invested in RIT on 18th Dec 2017. Looks like my side bet has already been placed.:D

beamyup

can we also track some kind of more "normal" benchmark aligned fund, and if that wins then you both pay £100 to charity?
e.g. LS100