Portfolio performance
Last 12 months 14.4% gain overall, with cash included, so ROCAR considerably higher – will have to work that out - my cash levels have been very high. The figures include a gold mining stocks fund holding which is of course considerably down.
Considerable benefit came from Termvesting into a number of accounts over a number of months until my target cash/equity ratio was reached, then converting into AIM accounts. With the dip over last summer a lot of cheaper purchasing was done that way. Won’t always work that way round of course.
Have had numerous sales during 2013:
Europe tracker: 3 sales @ +17.5%, +21.3% and +26.2%
Japan tracker: 3 sales @ +10.3%, +22.0% and +26.6%
US tracker: 3 sales @ +10.3%, +11.0% and +18.9%
Asia Pacific tracker: 3 sales @ +7.9%, +13.3% and +18.4%
UK FTSE All-Share tracker: 2 sales @ +12.8% and +14.2%
UK FTSE 250 tracker: 4 sales @ +6.2%, +16.0%, +18.2% and +23.9%
Emerging Markets languishing.
% gain figures are based on average prices during the Termvesting process.
Gold mining stocks fund: 5 buys and another on the books for when the 30 day period is up, unless prices rise significantly. Certainly a good test of one’s resolve to stick with the program!
What to buy now? Most things making new 5 year highs nearly every day and therefore unappealing. Commodities funds? They are certainly way below 5 year highs.
Regards,
Daisy42.
