It’s been a good year for the SIF portfolio, which has delivered a one-year gain of almost 28%, beating the FTSE All-Share benchmark (+8%) by about 20%.
The portfolio now has an annualised gain (excluding dividends) of about 21% since its inception in April 2016. I’m quite happy with this.
Although many of you will have done better than this in 2017 (notably small cap editor Paul Scott), it’s worth remembering that the SIF portfolio is largely mechanical. It requires very little in the way of research or analysis, and could be easily managed in less than an hour each week.
Hits and misses from 2017Highlights from the last year include several stocks which delivered total returns of around 50% in nine months or less:
January: Giftware group IG Design (+49.5%)March: Audio-visual production firm Avesco was taken over (+132%)May: Bangladeshi pharma group Beximco Pharmaceuticals (+69.7%)July: Small-cap fund manager Miton Group (+46.3%)October: Russian bank TCS Holding (+55%)November: Construction and services firm Morgan Sindall (+59%)December: Industrial thread manufacturer Coats Group (+53.5%)There were also a few misses, but…
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