Bad start to the year

A helpful place to also put any annual reports etc, of your own portfolios
monabri
Lemon Half
Posts: 7482
Joined: January 7th, 2017, 9:56 am

Re: Bad start to the year

Post by monabri »

ap8889 wrote:I finally did my monthly housekeeping. 2018 was a not so good year for equities.

My overall portfolio total return in 2018 (inclusive of all expenses outgoing and dividends incoming) was -1.2%.

This is not what I hoped for but actually represents a really good result. The FTSE All-share returned -9.5% in 2018!

https://www.ftse.com/Analytics/Factshee ... nual=False

The last three months have been torrid, and I am strapped in ready for turbulence in the next few months as the Brexit event unfolds.

My goals for 2019 with the portfolio are. 1: Add a physical gold ETF as an uncorrelated asset. 2. Keep fully invested and keep buying Vanguard ETFs and pound-cost averaging no matter what turbulence occurs. 3. Reduce the number of single share plays to follow: I am finding I am having modest success following events around a single company very closely and adjusting my holding. Basically trading in and out as my valuation band estimate is over and undershot, which is (so far) profitably scratching my stockpicking need.
Pretty darn good!

Are you adding VWRL only (as you mentioned VWRL in an earlier post) or other Vanguard offerings? If you haven't seen them, you might be interested in the videos produced by " Pensioncraft". They have done some very good informative videos ..typically 15 mins in length. They discuss the Vanguard funds and also look at cross correlation, risk mitigation their selections. Mr Nakisa is a really excellent presenter imho.

Its interesting what you say about trading in/out of individual holdings ( definitely not HYP(*) but you gotta have a hobby, eh ?).



(*) I'm convinced that HYP 'IS' a hobby in it's own right :lol:

tjh290633
Lemon Half
Posts: 7675
Joined: November 4th, 2016, 11:20 am

Re: Bad start to the year

Post by tjh290633 »

Price changes in my portfolio for the first 7 days of the year:
Epic   Change
MKS    11.33%
TSCO    9.47%
WMH     9.00%
KGF     8.34%
SMDS    8.25%
PSON    7.10%
MARS    5.58%
BP.     4.81%
SGRO    4.62%
LLOY    3.63%
RIO     3.53%
LGEN    3.46%
BA.     3.40%
AV.     3.30%
TW.     3.05%
UU.     2.69%
NG.     2.60%
IMI     2.60%
BLND    2.55%
S32     2.28%
RDSB    2.03%
GSK     1.88%
VOD     1.77%
BHP     1.71%
TATE    0.52%
SSE     0.46%
AZN     0.43%
CPG     0.42%
RB.     0.28%
BATS    0.26%
ULVR   -0.22%
IMB    -1.26%
ADM    -1.32%
DGE    -2.15%
BT.A   -2.98%
A bit early to prejudge the year, of course, but WMH was the biggest faller last year.

TJH

andyalan10
Lemon Pip
Posts: 92
Joined: November 4th, 2016, 9:49 am

Re: Bad start to the year

Post by andyalan10 »

Just like "shares go up in December", which happens in a surprisingly high proportion of years, there is also the "when the market goes up in January it is more likely to be up in the whole year".

Can't find UK figures, but CNBC are already running a similar story for the S&P, based on the first 5 trading days, and it all goes to help sentiment.

Good Luck All

daveh
Lemon Quarter
Posts: 1753
Joined: November 4th, 2016, 11:06 am

Re: Bad start to the year

Post by daveh »

tjh290633 wrote:Price changes in my portfolio for the first 7 days of the year:
Epic   Change
MKS    11.33%
TSCO    9.47%
WMH     9.00%
KGF     8.34%
SMDS    8.25%
PSON    7.10%
MARS    5.58%
BP.     4.81%
SGRO    4.62%
LLOY    3.63%
RIO     3.53%
LGEN    3.46%
BA.     3.40%
AV.     3.30%
TW.     3.05%
UU.     2.69%
NG.     2.60%
IMI     2.60%
BLND    2.55%
S32     2.28%
RDSB    2.03%
GSK     1.88%
VOD     1.77%
BHP     1.71%
TATE    0.52%
SSE     0.46%
AZN     0.43%
CPG     0.42%
RB.     0.28%
BATS    0.26%
ULVR   -0.22%
IMB    -1.26%
ADM    -1.32%
DGE    -2.15%
BT.A   -2.98%
A bit early to prejudge the year, of course, but WMH was the biggest faller last year.

TJH
A good start for the year for me too - up 4.5% so far in January - but very early days. Last year I was down in 9 months, up in 3 with the best month being April (up 7%). My portfolio remained in the black (just) until the end of September, but fell mightily in the last three months falling ~12% over the last three months of the year. A good start but it could all change very quickly.

Dod101
The full Lemon
Posts: 15021
Joined: October 10th, 2017, 11:33 am

Re: Bad start to the year

Post by Dod101 »

Talk about short termism! We have had 6 trading days and two hours since the start of the year.

Dod

monabri
Lemon Half
Posts: 7482
Joined: January 7th, 2017, 9:56 am

Re: Bad start to the year

Post by monabri »

I would suggest a new posting for 2019. The original posting ("Bad Start to the year") started in Feb 2018 and has been added to.

PinkDalek
Lemon Half
Posts: 6203
Joined: November 4th, 2016, 1:12 pm

Re: Good start to the year

Post by PinkDalek »

monabri wrote:I would suggest a new posting for 2019. The original posting ("Bad Start to the year") started in Feb 2018 and has been added to.
Or change the ongoing header as above (a temporary measure depending on how others reply)!

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