RE: Fantasy portfolio17 Sep 2022 11:27
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 @ 452 = 931
Lloy 1905 @ 47.8 = 911
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 @ 489 = 1638
Lloy 1553 @ 47.8 = 742
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 @ 273 = 1048
Lloy 1512 @ 47.8 = 723
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 @ 171 = 819
Lloy 1504 @ 47.8 = 719
In Sept 2018 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 3745 = £1397
Lloy 1704 @ 47.8 = £815
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 @ 37.3 = £1451
Lloy 3058 @ 47.8 = £1462
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 @ 75.8 = £813
Lloy 3367 @ 47.8 = £1609
This week's observation - Mixed wk for fantasy stocks, Banks continue to gain, Lloy divi paid, Russia/Ukraine hostilities rattle on, Covid cases dropping, Cost of living continues to bite, Queen funeral Monday/Bank holiday, Long live the King, Lloy buybacks continue at pace.
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 @ 47.8 = £7170 = +42% over ~29 months
2nd real deal
4-3-22 I bought 8,500 Lloy @ 44 = £3740
Current value -
Lloy 8500 @ 47.8 = £4063 = +8.3% over ~6 months
3nd real deal
13-6-22 I bought 11,500 Lloy @ 42.66 = £4940
Current value -
Lloy 11500 @ 47.8 = £5497 = +11% over ~13 weeks
A1