RE: Fantasy portfolio28 Oct 2023 11:11
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@531 =£1094 v lloy 1905@39.8 =£758
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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@445 =£1491 v lloy 1553@39.8 =£618
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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@182 =£699 v lloy 1512@39.8 =£602
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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@129 =£618 v lloy 1504@39.8 = £599
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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@3025 =£1128 v lloy 1704@39.8 =£678
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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 =£2490 v lloy 3058@39.8 =£1217
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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@200 =£2146 v lloy 3367@39.8 =£1340
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This week's observation - another bad week as bank report Q3 results, Russia/Ukraine/Israel/Hamas hostilities rattle on - cost of living continues to bite, strikes strikes strikes, Clock go back
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.
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1st real deal, 30-3-20 i bought 15,000 lloy @ 33.606 = £5040
Current value - lloy 15000 @39.8 = £5970 = +18% over ~43 months
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2nd real deal, 4-3-22 i bought 8,500 lloy @ 44 = £3740
Current value - lloy 8500 @39.8 = £3383 = -9.5% over ~19 months
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3rd real deal, 13-6-22 i bought 11,500 lloy @ 42.66 = £4940
Current value - lloy 11500 @39.8 = £4577 = -7% over ~16 months
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5th real deal, 4-5-23 i bought 30,000 lloy @ 46.24 = £13872
Current value - lloy 30,000 @39.8 = £11940 = -14% over ~20wks
~~~~~~~~~~~ 4th & 6th real deals sold at profit - details in previous posts ~~~~~~~~~~~
7th real deal, 3-10-23 i bought 25,000 lloy@39.8 = £10725
Current value - lloy 25,000@39.8 = £9950 = -7% over ~4wk
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8th real deal, 20-10-23 i bought 28,000 lloy@41.8 = £11700
Current value - lloy 28,000@39.8 = £11144 = -4.8% in 1wk
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