PORTFOLIO

The table below lists my portfolio holdings as at 31 March 2017:

HoldingWeighting (%)
Andrews Sykes3.3
Bioventix6.6
BrainJuicer3.5
Castings7.1
City of London Inv6.7
Daejan7.0
Getech3.4
Mincon3.8
Mountview Estates8.3
Record6.9
S & U4.3
Tasty3.7
FW Thorpe8.8
Tristel9.9
M Winkworth5.4
World Careers Network4.1
Cash7.2
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 31 March 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 31 Mar)7.5%3.7%
Compound return199.5%60.1%

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