Portfolio Performance & Holdings

This page is devoted to tracking my portfolio performance since inception in August 2015.  If you want to read blog posts devoted to constituents of this portfolio, you can do so by visiting my Portfolio Posts link.

Portfolio Performance & Holdings

(Scroll across to view columns)

NameSymbolOverall ReturnWeighting (%)Date(s) Purchased
Ab Dynamics PLCABDP178.88%10.32%04/08/2016
Advanced Medical Solutions Group plcAMS68.55%5.65%13/06/2016
Apple Inc.AAPL63.42%6.02%17/08/2016
Avon Rubber PLCAVON36.40%5.04%27/06/2017
Berkeley Group Holdings PLCBKG19.59%5.55%28/08/2015
11/07/2016
Creightons plcCRL246.95%11.95%12/10/2015
28/06/2017
Dialog Semiconductor PLCDLG-58.61%1.73%16/08/2016
Diploma PLCDPLM81.60%6.72%27/08/2015
Gilead Sciences, Inc.GILD-14.39%3.10%17/08/2016
Howden Joinery Group PlcHWDN11.66%4.13%27/08/2015
Michael Kors Holdings LtdKORS78.21%6.58%01/09/2015
NEXT plcNXT0.05%5.83%27/08/2015
03/08/2017
Persimmon plcPSN23.04%4.54%27/08/2015
Playtech PLCPTEC-6.30%3.47%12/10/2015
Somero EnterprisesSOM41.21%6.06%09/03/2017
05/06/2017
TapticaTAP-14.63%3.16%26/07/2017
Wizz Air Holdings PLCWIZZ118.09%8.05%14/07/2016
CASH2.07%
Overall Performance since inception in Aug 2015:70.55%
FTSE All-Share Total Return Performance since Aug 2015:22.30%
Return above/below FTSE All-Share since Aug 2015:48.25%

This page is updated on a quarterly basis.  Last update: June 30th 2018.