Hot Features
Premium
Level up your trading with our powerful tools and real-time insights all in one place.
The start of a new year seems an appropriate time to examine how my portfolios have been getting along.
(Some of you have joined us recently so, in case you are not familiar with them, I briefly describe the criteria for my portfolios following the portfolio performance tables.)
The 2013 NCAV portfolio
| Company | Purchase date | Purchase price | Divs to 31 Dec 2016 | Price 31 Dec 2016 | Return to 31 Dec 2016 |
| French Con. | 25.7.13 | £0.3047 | zero | Sold July 2015 £0.4378 | 44% |
| Caledonian T | 25.7.13 | £0.70 | zero | £0.90 | 29% |
| Fletcher King | 6.8.13 | £0.30 | 14.25p | Sold June 2016 for 46p | 101% |
| Northamber | 22.8.13 | £0.287 | 1.6p | Sold Oct 2016 £0.303 | 11% |
| Titon | 5.9.13 | £0.379 | 6.5p | Sold May 2016 £1.06 | 197% |
| Mallett | 12.11.13 | £0.7682 | 12.7p | Sold Nov 2014 £0.60 | -5% |
| AVERAGE | 63% |
The 2014 NCAV portfolio
| Company | Purchase date | Purchase price | Divs to 31 Dec 2016 | Price 31 Dec 2016 | Return to 31 Dec 2016 |
| Holders Tech | 10.10.14 & 3.11.14 | £0.47p | 1p | £0.29 | -36% |
| Airea | 4.11.14 | £0.1195 | 0.9p | Sold Sept 2016 £0.309 | 166% |
| Northamber | 17.11.14 | £0.4265 | 0.7p | Sold Oct 2016 £0.303 | -27% |
| Caledonian T | 30.12.14 | £1.39 | zero | £0.90 | -35% |
| AVERAGE | 17% |
The 2015 NCAV portfolio
| Company | Purchase date | Purchase price | Divs to 31 Dec 2016 | Price 31 Dec 2016 | Return to 31 Dec 2016 |
| PV Crystalox | 15.1.15 | £0.122 | zero | Sold Dec 2016 £0.237 | 94% |
| Arden Partners | 1.9.15 | £0.422 | zero | £0.32 | -24% |
| Northamber | 4.9.15 | £0.443 | 0.4p | Sold Dec 2016 £0.303 | -31% |
| AVERAGE | 13% |
The Buffett-style portfolio
This type of share is rarer than the others, and so I will combine all years. Unfortunately I have only one company so far – I’m working on it though.
| Company | Purchase date | Purchase price | Divs to 31 Dec 2016 | Price 31 Dec 2016 | Return to 31 Dec 2016 |
| Dewhurst | 9.4.14 | £3.18 | 25p | £4.25 | 42% |
| AVERAGE | 42% |
(I bought some more of Dewhurst in June 2014 at £3.11 and ………..To read the rest of this article, and more like it, subscribe to my premium newsletter Deep Value Shares – click here http://newsletters.advfn.com/deepvalueshares/subscribe-1
