The Lemon Fool

I must say that amid all the doom and gloom I am happy that my portfolio was up about 3.5% in the week ended Friday 18 March. Not sure if the news justifies that but it is a good feeling for now.

Dod

Well done. I am low single digits down on portfolio all time high. Fall in portfolio value mostly due to the change in fortune at Smithson, Fundsmith and Blue Whale fund. All of which are victims of the change in sentiment in the market presently.

BullDog wrote:Well done. I am low single digits down on portfolio all time high. Fall in portfolio value mostly due to the change in fortune at Smithson, Fundsmith and Blue Whale fund. All of which are victims of the change in sentiment in the market presently.

Notwithstanding my uplift last week I am still down just over 4% from my all time high which was at 31 December last. I was just surprised at the recovery last week and frankly I am trying to get back to investment matters rather than Covid, Ukraine and now P & O workers, important though these topics are.

Dod

Dod101 wrote:

BullDog wrote:Well done. I am low single digits down on portfolio all time high. Fall in portfolio value mostly due to the change in fortune at Smithson, Fundsmith and Blue Whale fund. All of which are victims of the change in sentiment in the market presently.

Notwithstanding my uplift last week I am still down just over 4% from my all time high which was at 31 December last. I was just surprised at the recovery last week and frankly I am trying to get back to investment matters rather than Covid, Ukraine and now P & O workers, important though these topics are.

Dod

Then we're pretty much in the same boat in all those respects.

It's a lovely spring morning here, enjoy what's left of the weekend!

My all time high was on 11th Feb 2022. Since then, total return has dropped by 5.7%.

From the end of 2021, the total return has dropped 1.3%.

(all dividends reinvested)

It goes to show how different portfolios can perform.

Unilever has really dropped this year along with "China" (JCGI & BGCG).

monabri wrote:Unilever has really dropped this year.

I've added substantially and have faith Nelson Peltz et al have faith the business can be turned-round. We're getting to the stage were the LIsted Subsidiaries overseas are becoming worth the majority of the value of the parent company. Something needs to be done!
I'm circa 3% DOWN YTD which I'm OK with.
I have a Large % of my Portfolio invested in Wetherspoons and was heartened to read the results last week which represented a solid move in the right direction.

monabri wrote:My all time high was on 11th Feb 2022. Since then, total return has dropped by 5.7%.

From the end of 2021, the total return has dropped 1.3%.

(all dividends reinvested)

It goes to show how different portfolios can perform.

Unilever has really dropped this year along with "China" (JCGI & BGCG).

It has been a volatile couple of years - and different portfolios will indeed have shown very different performances. I don't expect the coming year to be any more settled. One can hope, but.....

As ever, what you take as your starting point makes a huge difference. Capital values only:

Up 5.4% over the past week, down by 12.1% from my all time high of December 2021 and up by 54.1% from my Covid low of March 2020.

The figure I prefer to look at is 6.3% up from my pre-Covid high of February 2020. Is this more realistic? I hope so!

77ss wrote:

monabri wrote:My all time high was on 11th Feb 2022. Since then, total return has dropped by 5.7%.

From the end of 2021, the total return has dropped 1.3%.

(all dividends reinvested)

It goes to show how different portfolios can perform.

Unilever has really dropped this year along with "China" (JCGI & BGCG).

It has been a volatile couple of years - and different portfolios will indeed have shown very different performances. I don't expect the coming year to be any more settled. One can hope, but.....

As ever, what you take as your starting point makes a huge difference. Capital values only:

Up 5.4% over the past week, down by 12.1% from my all time high of December 2021 and up by 54.1% from my Covid low of March 2020.

The figure I prefer to look at is 6.3% up from my pre-Covid high of February 2020. Is this more realistic? I hope so!

I am just 1.5% up from the pre Covid high in February 2020 and does not include any dividend reinvestment. That seems like another age.

Dod