RE: Fantasy portfolio2 Dec 2023 12:13
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@478 =£989 v lloy 1905@44.5 =£848
~~~~~~~~~~ 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@458 =£1534 v lloy 1553@44.5 =£691
~~~~~~~~~~ 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@211 =£810 v Lloy 1512@44.5 =£673
~~~~~~~~~~ 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@142 =£685 v lloy 1504@44.5 = £669
~~~~~~~~~~ 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@2816 =£1050 v lloy 1704@44.5 =£758
~~~~~~~~~~ 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@64.4 =£2506 v lloy 3058@44.5 =£1361
~~~~~~~~~~~ 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@277 =£2972 v lloy 3367@44.5 =£1498
~~~~~~~~~~~ This week's observation - Uppy week for bank, Russia/Ukraine/Israel/Hamas hostilities rattle on - cost of living continues to bite, strikes strikes strikes, Israel/Hamas ceasefire ends, Farage still in the Jungle,
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 @44.5 = £6675 = +32% over ~43 months
~~~~~~~ 2nd real deal, 4-3-22 i bought 8,500 lloy @ 44 = £3740
Current value - lloy 8500 @44.5 = £3783 = +1% over ~19 months
~~~~~ 3rd real deal, 13-6-22 i bought 11,500 lloy @ 42.66 = £4940
Current value - lloy 11500 @44.5 = £5118 = +3.6% over ~17 months
~~~ 5th real deal, 4-5-23 i bought 30,000 lloy @ 46.24 = £13872
Current value - lloy 30,000 @44.5 = £13350 = -3.8% over ~25wks
~~~~~~~~~~~ 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@44.5 = £11250 = +5% over ~10wk
~~~ 8th real deal, 20-10-23 i bought 28,000 lloy@41.8 = £11700
Current value - lloy 28,000@44.5 = £12460 = +6.5% in 6wk
~~~ 9th real deal, 27-11-23 i bought 10,000 lloy@42.3 = £4229
Current value - lloy 10,000@44.5 = £4450 = +5% in 1wk
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