RE: Fantasy portfolio16 Dec 2023 16:10
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@458 =£943 v lloy 1905@47 =£895
~~~ 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@461 =£1544 v lloy 1553@47 =£730
~~~ 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@221 =£849 v Lloy 1512@47 =£711
~~~ 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@147 =£704 v lloy 1504@47 = £707
~~~ 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@2834 =£1057 v lloy 1704@47 =£801
~~~ 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@65 =£2529 v lloy 3058@47 =£1437
~~~ 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@290 =£3101 v lloy 3367@47 =£1582
~~~ This week's observation - another uppy week for bank(but new gaps), Russia/Ukraine/Israel/Hamas hostilities rattle on - cost of living continues to bite, strikes strikes strikes, Israel/Hamas ceasefire ended, Prince Harry wins case
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 @47 = £7050 = +40% over ~43 months
~~~ 2nd real deal, 4-3-22 i bought 8,500 lloy @ 44 = £3740
Current value - lloy 8500 @47 = £3995 = +6.8% over ~19 months
~~~ 3rd real deal, 13-6-22 i bought 11,500 lloy @ 42.66 = £4940
Current value - lloy 11500 @47 = £5405 = +9.4% over ~17 months
~~~ 5th real deal, 4-5-23 i bought 30,000 lloy @ 46.24 = £13872
Current value - lloy 30,000 @47 = £14100 = +1.6% over ~27wks
~~~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@47 = £11750 = +9.5% over ~12wk
~~~ 8th real deal, 20-10-23 i bought 28,000 lloy@41.8 = £11700
Current value - lloy 28,000@47 = £13160 = +12.5% in 8wk
~~~ 9th real deal, 27-11-23 i bought 10,000 lloy@42.3 = £4229
Current value - lloy 10,000@47 = £4700 = +11% in 3wk
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