Posting this a couple days late and ran the portfolio a couple days over this year due to time committments elsewhere.
A couple of my picks delisted, so have calculated their return from start to delisting:
| start | final price | % change | ||
| source bio | delisting | 122.5 | 115 | -6.1% |
| contourglobal | scheme of arrangement | 256 | 251 | -2.0% |
| yamana | plan of arrangement | 395 | 475 | 20.3% |
| Portfolio Overall | 1 year performance | 3.8% | ||
| Ftse 350 | 1 year performance | 4144 | 4134 | -0.2% |
So a positive performance, beating ftse350 – but nothing exciting. But losing value when accounting for inflation so i’m still worse of than 1 year ago.
My last years 3 discretionary picks were all precious metals and they rose on average 9%. So my discretionary picks worked. I continue the theme with precious metals and this year my 3 picks were Endeavour mining, Anglo American and Wheaton Precious Metals as I think we are entering an era (5-10 years) of commodities out-performance.
Last years performance:
And my new picks are:
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