Thursday, September 21, 2023

2021 12 months-end portfolio evaluate – UKValueInvestor


Any other 12 months has whizzed by means of and so, inevitably, it’s time for buyers up and down the land to study their portfolio’s efficiency over the past one year and past.

In my case, I’m going to study the United Kingdom Dividend Shares Fashion Portfolio, which I arrange in 2011.

It’s a digital portfolio that I organize the use of ShareScope’s portfolio software and it holds precisely the similar shares as my real-world portfolio, with roughly the similar place sizes.

That is, slightly clearly, a dividend-focused portfolio, so it invests in a various basket of 20-30 high quality UK dividend shares that I believe are buying and selling at a subject matter cut price to honest worth.

The portfolio reinvests all dividends and is benchmarked in opposition to the Forefront All-Percentage Unit Agree with (accumulation), which tracks the FTSE All-Percentage. Each portfolios have been introduced with 50,000 digital kilos in March 2011.

You’ll be able to learn the total evaluate on my new web page:

UK Dividend Shares Portfolio: 2021 Complete 12 months Evaluation…


Please enter your comment!
Please enter your name here

Related Stories