AMS – Big Returns Require Patience

I had a brief chat with @wheeliedealer the other day on Twitter.  I was responding to a post of his, in which he shared a chart of one of my holdings, Advanced Medical Solutions (LSE: AMS):

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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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The Further Out I Look, the Less I Worry

So it’s finally happened.

Let me phrase that.

So something has finally happened.

Since beginning my portfolio in August of 2015, returns have been largely stable and definitely favourable.  I always bang on about letting your portfolio do its thing and not checking it every five minutes, which to be honest has been easy for me so far.  A nice, relatively linear upward line in my portfolio value since it began has certainly helped me sleep at night.

2018 has started a little differently.

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CAPE Valuations June 2018

Ten Cheapest Countries by CAPE Ratio 2018

Last year marked my first full year tracking a basket of ETF’s representing the ten cheapest countries by CAPE ratio.  The data on this was obtained from the excellent website.  My final post of the year for 2017 (see here) showed a before-fees return of 25.59%.

So to kick off 2018 (albeit a little later than planned), which are the ten cheapest countries, and which are the cheapest ETF’s to obtain exposure to them?

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