RE: Fantasy portfolio17 Jul 2021 10:39
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 @ 292 = 601
Lloy 1905 @ 45.7 = 779
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 @ 309 = 1035
Lloy 1553 @ 45.7 = 710
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 @ 200 = 768
Lloy 1512 @ 45.7 = 671
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 @ 165 = 790
Lloy 1504 @ 45.7 = 687
In Sept 2018 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 3500 = £1306
Lloy 1704 @ 45.7 = £779
In April 2020 Theosus asked that I add Circassia -
On 14-4-20 £1000 bought 3891 CIR & 3058 Lloy
CIR 3891 @ 32 = £1245
Lloy 3058 @ 45.7 = £1398
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 @ 93 = £998
Lloy 3367 @ 45.7 = £1539
This week's observation - Covid Infection rates rising fast - hospital cases & deaths remain low, Adult jab roll out slows, France moved to Amber+, Richard Branson 1hr in space, EU floods, UK's 3rd giga-factory planned, Foreign aid cut, Football didn't come home :-(
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 @ 45.7 = £6855 = +~40% over 15 months
A1