Had a couple of changes to my portfolio so now is a good time to give an update. Here is my portfolio as it currently stands, with % allocations.
In the second half the portfolio returned 29.8% beating both the S&P 500 at 15.4% and FTSE All share at 11% (both including dividends). I am pleased with the performance this year, which has totalled 49.4%. I wouldnt have expected to beat the market by such a margin in what has been quite a frothy year, with a lot of companies selling at full or over-valuations. I am also reluctant to give myself a pat on the back as there are many companies I didn’t pick that also did well, it was a good year to be a small cap investor.
Craven House Capital presents an almost unbelievable special situation. Selling at only 64% of its net assets, it is issuing new shares for almost 5 times the current share price, benefiting shareholders.
My portfolio performance for the first 6 months of 2013 and what it looks like as at the end of June.
I have made / will be making a few changes to my portfolio: After contemplating my analysis of Apple (AAPL)…
Walmart has been in my portfolio almost since the beginning. But given recent rises is the price high enough to consider a sale?
An update to my portfolio, I have long regretted entering the position in Arrow Electronics. I decided to re-evaluate the…