6 of the Best
If you remember last month I selected 6 investments to make a small portfolio. The portfolio had to contain 1 core fund, 1 other equity fund, 1 REIT fund, a commodity fund, a single FTSE100 stock and a bond fund. I named this hypothetical portfolio 6 of the Best.
The table below shows the 6 funds and the price at which we selected them (on the 10th June) and their price now:
|
Fund
|
Ticker
|
Purchase
|
No
|
Price
|
Value
|
%
|
||||||
|
Standard Life
|
SL.L
|
220.4p
|
755
|
235.8p
|
£1,780
|
17%
|
||||||
|
EUROSTOXX50
|
EUE.L
|
1788p
|
93
|
1915p
|
£1,781
|
17%
|
||||||
|
Far East ex Jap Sm Cap
|
ISFE.L
|
1507p
|
110
|
1552p
|
£1,707
|
16%
|
||||||
|
Wheat
|
WEAT.L
|
$1.604
|
1,599
|
$1.90
|
£1,937
|
18%
|
||||||
|
UK Corp Bond
|
SLXX.L
|
12093p
|
13
|
12198p
|
£1,586
|
15%
|
||||||
|
Asian Property
|
IASP.L
|
1372p
|
121
|
1447p
|
£1,751
|
16%
|
||||||
|
Cash
|
|
|
|
|
£115
|
1%
|
||||||
|
Total
|
|
|
|
|
£10,657
|
|
||||||
Starting with a valuation of GBP10,000 on the 10th of June the portfolio is now worth GBP10,657 (up 6.57%).
Going forward there won't be any fund changes to the portfolio at the moment. The Australian Fund looks a good replacement for ISFE but I find it difficult to track on Yahoo Finance so to keep things simple I will stick with the Far East small cap fund for now.
The best performer last month was wheat. It looks like this with be replaced with natural gas soon:
We are just waiting for the price to break it's 100 day high as a signal that it's safe to enter the trade. The expected returns on natural gas are very high at the moment compared to wheat, but wheat is currently on a uptrend.
The only adjustments to the portfolio is a rebalancing of the weightings:
|
Fund
|
Ticker
|
Previous
|
Now
|
Price
|
Value
|
%
|
||||||
|
Standard Life
|
SL.L
|
755
|
755
|
235.8p
|
£1,780
|
17%
|
||||||
|
EUROSTOXX50
|
EUE.L
|
93
|
93
|
1915p
|
£1,781
|
17%
|
||||||
|
Far East ex Jap Sm Cap
|
ISFE.L
|
110
|
116
|
1552p
|
£1,800
|
17%
|
||||||
|
Wheat
|
WEAT.L
|
1,599
|
1,466
|
$1.90
|
£1,776
|
17%
|
||||||
|
UK Corp Bond
|
SLXX.L
|
13
|
14
|
12198p
|
£1,707
|
16%
|
||||||
|
Asian Property
|
IASP.L
|
121
|
123
|
1447p
|
£1,780
|
17%
|
||||||
|
Cash
|
|
|
|
|
£32
|
0%
|
||||||
|
Total
|
|
|
|
|
£10,657
|
|
||||||
Selling some of the WEAT fund and adding to SLXX, IASP and ISFE to rebalance the portfolio to roughly 1/6th of the total capital in each fund.
Top 10 FTSE stocks
An update on the top 10 FTSE100 stocks as selected here.
The list of the top ten didn't change from last month. Between 28th May to the 28th June the top ten produced a total return of 3.34% compared to a gain of 2.56% for the FTSE100 index.
Here is a table of the current top 10 with their prices on 28th June and the most recent prices (2nd July AM)
|
Ticker
|
28/6
|
June +/-
|
2/7
|
Change +/-
|
|
AV
|
266
|
-1.12%
|
282
|
+6.02%
|
|
VOD
|
182
|
+4.60%
|
177
|
-2.75%
|
|
RSA
|
106
|
+4.95%
|
109
|
+2.83%
|
|
RSL
|
191
|
-5.91%
|
197
|
+3.14%
|
|
SL
|
226
|
+9.71%
|
235
|
+3.98%
|
|
BA
|
280
|
+2.94%
|
289
|
+3.21%
|
|
SSE
|
1379
|
+1.47%
|
1388
|
+0.65%
|
|
BT.A
|
206
|
-0.48%
|
213
|
+3.40%
|
|
LGEN
|
124
|
+11.71%
|
129
|
+4.03%
|
|
IAP
|
344
|
+5.57%
|
340
|
-1.16%
|
|
Total
|
|
+3.34%
|
|
+2.34%
|
Last month's return was 3.34% which included a dividend payment on IAP. So far this month the top 10 are up 2.34% compared to +1.95% for the FTSE100.
Since 28th May the top ten are up 5.76% compared to 4.56% for the FTSE100.
No comments:
Post a Comment