RE: Fantasy portfolio2 Jul 2022 11:10
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 @ 385 = 793
Lloy 1905 @ 42.4 = 804
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 @ 426 = 1427
Lloy 1553 @ 42.4 = 655
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 @ 218 = 837
Lloy 1512 @ 42.4 = 638
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 @ 153 = 733
Lloy 1504 @ 42.4 = 635
In Sept 2018 Motley Fool recommended Diageo over Lloyds
On 9-9-18 1000 quid bought 37.3 DGE & 1704 Lloy
DGE 37.3 @ 3508 = £1308
Lloy 1704 @ 42.4 = £719
In April 2020 Theosus asked that I add Circassia -
On 14-4-20 £1000 bought 3891 CIR & 3058 Lloy
CIR 3891 @ 34.0 = £1323
Lloy 3058 @ 42.4 = £1290
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 @ 86.1 = £924
Lloy 3367 @ 42.4 = £1421
This week's observation - Banks slip, CIR & RR. up, Russia/Ukraine hostilities rattle on, Covid cases still up following Jubilee weekend, Cost of living bites, Rail strikes plus others, G7 meeting, Dame Deborah James passes, Wimbledon, Lloy tops 2bn shares bought 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' 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 @ 42.4 = £6360 = +26% over ~27 months
2nd real deal
4-3-22 I bought 8,500 Lloy @ 44 = £3740
Current value -
Lloy 8500 @ 42.4 = £3604 = -3.6% over ~3months
3nd real deal
13-6-22 I bought 11,500 Lloy @ 42.66 = £4940
Current value -
Lloy 11500 @ 42.4 = £4876 = -1.3% over ~3week
A1