
Ticker
|
28/6
|
13/7
|
Change +/-
|
AV
|
266
|
293
|
+10.15%
|
VOD
|
182
|
183
|
+0.55%
|
RSA
|
106
|
109
|
+2.83%
|
RSL
|
191
|
212
|
+10.99%
|
SL
|
226
|
235
|
+3.98%
|
BA
|
280
|
306
|
+9.29%
|
SSE
|
1379
|
1408
|
+2.10%
|
BT.A
|
206
|
222
|
+7.77%
|
LGEN
|
124
|
129
|
+4.03%
|
IAP
|
344
|
310
|
-9.88%
|
Total
|
|
|
+4.18%
|
In the last 2 weeks the top 10 stocks are up over 4%, the FTSE 100 index for the same period is up 3.02%.
Since inception on the 28th May the FTSE 100 has risen 5.66% compared to a rise of 7.66% for the top 10 stocks on our list. In the last 6 weeks we have beaten the market by 2 percentage points.
Recently I changed the Adjustment Rate we use to value stocks and equity funds. To reflect these changes I will need to update the list of top 10 stocks in the FTSE that we will follow:
Stock
|
Price
|
RSA Insurance
|
109p
|
ICAP
|
310p
|
BAE Systems
|
306p
|
AstraZeneca
|
2,937p
|
Morrisons
|
270p
|
Legal
& General
|
129p
|
WPP
|
797p
|
Tesco
|
314p
|
Antofagasta
|
1,071p
|
Old
Mutual
|
156p
|
The new list contains 4 of the stocks from the previous list (RSA, ICAP, BAE and Legal & General). The newcomers include a fairly diversified bunch including the supermarkets Tesco and Morrisons, Chile based copper miner Antofagasta, pharmaceutical company AstraZenica, advertising and media company WPP and South African life insurer Old Mutual.
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