RE: Fantasy portfolio26 Jun 2021 09:55
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 @ 326 = 672
Lloy 1905 @ 47.2 = 899
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 @ 315 = 1055
Lloy 1553 @ 47.2 = 733
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 @ 47.2 = 714
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 @ 175 = 838
Lloy 1504 @ 47.2 = 710
In Sept 2018 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 3484 = £1300
Lloy 1704 @ 47.2 = £804
In April 2020 Theosus asked that I add Circassia -
On 14-4-20 £1000 bought 3891 CIR & 3058 Lloy
CIR 3891 @ 28.2 = £1079
Lloy 3058 @ 47.2 = £1443
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 @ 107 = £1148
Lloy 3367 @ 47.2 = £1589
This week's observation - India 'Delta' variant concern rises, Infection rates rise - hospital cases & deaths remain low, jab roll out continues to all UK adults, US banks divi & buybacks, Travel 'Green list' additions, Football-Football-Football, Han**** sparks new slogan 'Hands-face-Arse'
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 @ 47.2 = £7080 = ~ +40% over 15 months
A1