Well ladies and gentleman iv done the calculations for the "Sexy Charts" portfolio started over a year ago on my thread.
There were 7 losers and 12 Winners and 1 flat. Not bad.
Some of the losers were quite big, the biggest one being Touch Group PLC down 67%. Marchpole Holdings also a bad loser lost 57%, Pentagon Protection Lost 50%, SMR down 18%, IQE down 16%, DTG down 5.3% and ASC down 2.8%.
I had some VERY GOOD WINNERS which MORE then made up for these losers.
Some amazing gains from
AHT up 140%
XNC up 130%
MOB up 125%
HBG up 104.5%
AVG up 100%
SVS UP 100%
SBT up 100%
IDS up 85%
ITH up 85%
XTL up 80%
CFT up 30%
WMPY up 26%
A TRUELY AMAZING performance, with almost 10 shares double bagging. The overall gain for this portfolio is 45.17% est. The figure is twice that achieved by the market.
All i did was choose 20 stocks i liked a year ago and held onto them without doing a thing. if i had actively managed the portfolio i may have made more [or less] money as some of them went higher then the year end close and in an actively managed portfolio i would have cut losses instead of holding them.
Note one thing, the losers that i mentioned first are mostly small caps infact all of them are small caps. DTG has a larger market cap then all the other shares but still a small cap.
My biggest winner this year AHT is a large cap, its in the FTSE250 and it gave a return of 140%!!
The large caps certainly did outperform the small caps this year, i believe the same will happen next year, with oil stocks being one of the leaders.
I will be tweaking my system further and as ever im always experimenting new things, this experiment has proved to me medium term investing WORKS, you can make some big money with it.
A 45.17% for a £200k pot is equivalent to £94,340 more then 4 times the AVERAGE salary.
In reality i made more money in my active portfolio as i shifted funds into the energy sector from early spring 2005 allowing me to take advantage of the commodity boom. I very much hope i have another year like this one...
I still expect another boom in oil prices this year...and i intend on repeating this experiment with a new but tweaked criteria i have been using to my previous one. And believe me guys its nothing more then a bit of common sense, fundamental and a lil bit of technical analysis.
Anyway over the next few weeks i will be choosing a few stocks for 2006, one of the changes im making is im not going to buy all the stocks at once however when i buy a stock i will have to stick with it until the end of 2006 atleast.
I have 20 trades, i may use them all or i may not. Now this is the part where you can contribute, i would appreciate any stock suggestions anyone has. I will look at it using my selection criteria and tell you whether i like the stock or not i.e. whether i will hold it in my portfolio. In return I will try to give detailed reasons each time should time allow.
But please try to give me stocks with a few well researched bullet points as to why you feel they are worth buying.
Thank you
Vis
Feel free to post your suggestions on this thread :
