My Stock in Focus portfolio has an mid-April year end, reflecting its launch date in April 2016. But as seems to be traditional, I’d like to start my first article of 2020 with a brief look at the portfolio’s performance in 2019. I’m pleased to report that the market surge which followed December’s general election provided a welcome boost to SIF’s full-year returns: Note that these figures include trading costs, but exclude dividend income. If we take dividend income into account, then the portfolio has risen by nearly 50% since its inception in April 2016 (based on a nominal £1m starting value): The portfolio has beaten its FTSE All Share benchmark by nearly 20% over this period. But as the stats below make clear, most of this outperformance was generated in 2017. Over the last two years, SIF has lagged the market. Last year’s 9.8% gain was significantly below the wider market gain of 14.2%: I’m not too discouraged by this – stock market gains generally come in fits and starts, not straight lines. Naturally, I…
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