Monthly Archives: July 2017

Half Year Portfolio Review H1 2017

Half Year Portfolio Review H1 2017

I’m a little late in getting around to posting this, but here’s my usual half year summary. I started 2017 with 41% in cash, so expected my performance to lag the rest of the market unless I put that cash to good use or unless the market went down. As it happened, the market was up and my expectation was correct. My portfolio returned 6.7% while the FTSE All share tracker returned 8.2% and S&P tracker 8.9%, all including dividends. I’m fairly satisfied with that, and even more satisfied that by the end of June I had put a lot of that cash to good use. My cash position is now 11% and my current portfolio is below.read more


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