08 October 2023
By Maynard Paton
Happy Sunday! I trust your shares are coping well during this lacklustre market.
A summary of my portfolio’s progress:
- Q3 return: +8.0%* (FTSE 100: +2.2%).
- Q3 trades: 1 Sell (Tasty).
- YTD return: +9.4%* (FTSE 100: +5.5%).
- YTD winners/losers: 5 winners vs 6 losers.
(*Performance calculated using quoted bid prices and includes all dealing costs, withholding taxes, broker-account fees, paid dividends and cash interest)
My year-to-date performance has improved as I slowly recover from last year’s 23% drubbing. This Q3 was in fact my portfolio’s strongest three months since June, July and August 2021 (+8.7%), and I now need ‘only’ a 19% advance to revisit my all-time high of December 2021.