Another year, another all time high for UK markets. Both the FTSE 100 and the FTSE All-Share ended at their highest point ever, with returns of 12% and 13% for the year, respectively. Before looking at how the portfolio has performed alongside this, let’s get the numbers out of the way.
Year-to-date, my portfolio has returned 42.72%, dividends included. Since I began it in August 2015, it has returned 65.28%. I have said all along that so long as I am capable of beating the All-Share index (my benchmark) I will pick and choose my investments. I’m delighted therefore to say that I have beaten this benchmark again in 2017.