Q1 2018

Portfolio Performance – Q1 2018

Oh 2017, how I long to have you back.  In truth, the value of the portfolio topped out in November of last year, and has been falling steadily since.  Total return year to date in 2018 has been -10.02% against the FTSE All-Share TR of –6.87%.  I’m falling behind my benchmark, which is very disappointing.  However, nothing will be changing as a result.  I’ve been here before.  I’ll be here again.  Total return since inception is a more pleasing 51.79%, against a 27.8% increase for the FTSE All-Share.  So I’m well ahead of the benchmark since inception.  That’s the important thing.  You can view the portfolio here.

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