RE: Fantasy portfolio8 Oct 2022 11:02
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 @ 469 = 966
Lloy 1905 @ 42.7 = 813
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 @ 494 = 1655
Lloy 1553 @ 42.7 = 663
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 @ 230 = 883
Lloy 1512 @ 42.7 = 646
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 @ 144 = 690
Lloy 1504 @ 42.7 = 642
In Sept 2018 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 3734 = £1393
Lloy 1704 @ 42.7 = £728
In April 2020 Theosus asked that I add Circassia -
On 14-4-20 £1000 bought 3891 CIR & 3058 Lloy
CIR change name to NIOX
NIOX 3891 @ 36.3 = £1412
Lloy 3058 @ 42.7 = £1306
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 @ 70.6 = £758
Lloy 3367 @ 42.7 = £1438
This week's observation - Mixed week for fantasy stocks down, Banks recover a little long with the Pound, Tory party Conference, Russia/Ukraine hostilities, Strikes and Cost of living continues to bite, Covid on rise, Lloy buybacks take full advantage of low SP.
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.
1st Real deal
30-3-20 I bought 15,000 Lloy @ 33.606 = £5040
Current value -
Lloy 15000 @ 42.7 = £6405 = +27% over ~30 months
2nd real deal
4-3-22 I bought 8,500 Lloy @ 44 = £3740
Current value -
Lloy 8500 @ 42.7 = £3630 = -3% over ~7 months
3nd real deal
13-6-22 I bought 11,500 Lloy @ 42.66 = £4940
Current value -
Lloy 11500 @ 42.7 = £4911 = -0.6% over ~16 weeks
4th real deal
28-9-22 I bought 7000 Lloy @ 41.97 = £2962
Current value -
Lloy 7000 @ 42.7 = £2989 = +0.9% over 9 days
A1