PORTFOLIO

The table below lists my portfolio holdings as at 30 June 2017:

HoldingWeighting (%)
Andrews Sykes4.2
Bioventix6.9
Castings6.7
City of London Inv7.1
Daejan6.6
Getech2.9
Mincon4.0
Mountview Estates8.5
Record6.4
S & U4.1
System13.6
Tasty2.6
FW Thorpe10.2
Tristel8.9
M Winkworth5.7
World Careers Network4.1
Cash7.5
TOTAL100.0

Please click on the links inside the table to read an archive of posts about each company.

Here is a summary of my investment performance from 01 January 2012 to 30 June 2017:

YearMy PortfolioFTSE 100 TRI
201246.1%10.0%
201329.1%18.7%
201416.0%0.7%
201518.3%(1.3%)
20167.6%19.1%
2017 (to 30 Jun)9.5%4.7%
Compound return205.1%61.7%

Please click on the links inside the table to read more about that year’s performance.

I compare my portfolio against the FTSE 100 total return index as it is the main UK benchmark and I would invest in the FTSE 100 were I one day to become a passive investor.

Maynard Paton