RE: Fantasy portfolio27 Nov 2021 09:44
Usual weekend update
I started this fantasy portfolio in 2016 to challenge various poster's perception that Lloy is 'the worst share ever', 'better else where' or a 'dire share',
On the 8th Oct 2016 I invited WL/Newchurch to choose an alternative ftse 100 company, so I could run a comparison
On 8th Oct 2016 - 1000 quid bought 206 BP. shares & 1905 Lloy shares
Today's value
BP. 206 @ 318 = 655
Lloy 1905 @ 46 = 876
In April 2017 Invest4life suggested I add Glencore -
On 22-4-17 - 1000 quid bought 335 Glen shares & 1553 Lloy shares
Today's value
Glen 335 @ 352 = 1179
Lloy 1553 @ 46 = 714
In July 2017 Nucky suggested I add RBS/Natwest -
On 12-7-17 1000 quid bought 384 Nwg & 1512 Lloy
Today's value
NWG 384 @ 208 = 799
Lloy 1512 @ 46 = 695
In July 2017 Utrickytrees asked that I add BARC -
On 30-7-17 1000 quid bought 479 Barc & 1504 Lloy
Today's value
Barc 479 @ 182 = 872
Lloy 1504 @ 46 = 692
In Sept 2018 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 3760 = £1402
Lloy 1704 @ 46 = £784
In April 2020 Theosus asked that I add Circassia -
On 14-4-20 £1000 bought 3891 CIR & 3058 Lloy
CIR 3891 @ 38 = £1479
Lloy 3058 @ 46 = £1407
In April 2020 TheBoard asked that I add RollsRoyce -
On 25-4-20 £1000 bought 322 RR. & 3367 Lloy
Today's value
RR. post 10for3RI 1073 @ 122 = £1301
Lloy 3367 @ 46 = £1549
This week's observation - Markets - fantasy stocks drop on news of new variant, Covid Infections rising - hospital cases & deaths remain low-ish/steady, Parts of EU lockdown and make vaccine compulsory, 'New variant of concern' named 'Omicron', Channel deaths, Storms hit UK, Lloy continues to withhold shareholder funds
A very basic comparison that does not include divi yield, IMO those still suggesting Lloy is 'the worst share ever' or a 'dire share' seriously need to examine their concept of investing.
Real deal
30-3-20 I bought 15,000 Lloy @ 33.606 = £5040
Current value -
LLoy 15000 @ 46 = £6900 = +~37% over ~20 months
A1