My Stock in Focus portfolio celebrated its fourth birthday on 19 April. At the time, I was spending a lockdown weekend doing battle with a neglected corner of the garden.
When I returned to my screens on Monday morning, I found that my rules-based virtual portfolio was worth 14% more than it was on launch day in April 2016.
To put this in context, on the portfolio’s third birthday last year, SIF was showing a gain since inception of 40%. Although the last year has not been kind to my portfolio, SIF has continued to fulfil its original brief of outperforming the market:
(blue line is SIF, grey line is FTSE All-Share)After the worst stock market crash since 2008, SIF is showing a 14% gain since April 2016. Over the same period, the FTSE All-Share Index (grey line) has fallen by about 12%.
With dividends added, the total return since inception from the folio is a healthier 24%, after costs:
Never underestimate the power of income! Although my focus is on capital gains, dividends have added about 2.5% per year to my original (virtual) fund of £1m. Cash weighting provides crash hedge
It’s…
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