RE: Fantasy portfolio13 Jan 2024 10:05
* Plz note, Fantasy Portfolio due to take a holiday for next few weeks,
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',
8th Oct 2016 I invited wl/newchurch to choose an alternative ftse 100 company, so I could run a comparison, since 2016 others have been added
~~~ On 8th Oct 2016 - - 1000 quid bought 206 BP. shares & 1905 lloy shares
Today's value, BP. 206@454 =£935 v lloy 1905@45 =£857
~~~ 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@448 =£1500 v lloy 1553@45 =£699
~~~ 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@212 =£814 v Lloy 1512@45 =£680
~~~ 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@146 =£700 v lloy 1504@45 = £677
~~~ In Sept 2018 motley fool recommended diageo over lloyds - - on 9-9-18 1000 quid bought 37.3 DGE & 1704 lloy
Today's value, DGE 37.3@2806 =£1047 v lloy 1704@45 =£767
~~~ In April 2020 theosus asked that I add circassia - - on 14-4-20 £1000 bought 3891 cir/niox & 3058 lloy
Today's value, niox 3891@63 =£2451 v lloy 3058@45 =£1376
~~~ In April 2020 theboard asked that I add rollsroyce - - on 25-4-20 £1000 bought 322 RR. (post 10for3ri 1073) & 3367 lloy
Today's value, RR. 1073@305 =£3273 v lloy 3367@45 =£1515
~~~ This week's observation - Red Sea troubles causes Bad week for bank(some low gaps closed), Russia/Ukraine/Israel/Hamas/Yemen hostilities rattle on - cost of living continues to bite, strikes strikes strikes, It's 2024
A very basic comparison that does not include divi yield, IMO those still suggesting lloy is 'the worst share ever' or a 'dire share' should maybe consider premium bonds?
~~~ 1st real deal, 30-3-20 i bought 15,000 lloy @ 33.606 = £5040
Current value - lloy 15000 @45 = £6750 = +34% over ~44 months
~~~ 2nd real deal, 4-3-22 i bought 8,500 lloy @ 44 = £3740
Current value - lloy 8500 @45 = £3825 = +2.2% over ~20 months
~~~ 3rd real deal, 13-6-22 i bought 11,500 lloy @ 42.66 = £4940
Current value - lloy 11500 @45 = £5175 = +4.7% over ~18 months
~~~ 5th real deal, 4-5-23 i bought 30,000 lloy @ 46.24 = £13872
Current value - lloy 30,000 @45 = £13500 = -2.7% over ~30wks
~~~4th & 6th real deals sold at profit - details in previous posts ~~~
~~~ 7th real deal, 3-10-23 i bought 25,000 lloy@42.9 = £10725
Current value - lloy 25,000@45 = £11250 = +4.9% over ~14wk
~~~ 8th real deal, 20-10-23 i bought 28,000 lloy@41.8 = £11700
Current value - lloy 28,000@45 = £12600 = +7.7% in 11wk
~~~ 9th real deal, 27-11-23 i bought 10,000 lloy@42.3 = £4229
Current value - lloy 10,000@45 = £4500 = +6.5% in 6wk
~~~ 10th real deal, 11-1-24 I bought 5,0
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