Performance so far


Since the start of 2012 I have:

Gained 2.94% (excluding dividends and costs) of my investment - and the market is up 26.30% according to Google Finance

Been rated in the 65th percentile of all listed Trustnet.com OEIC managers (including dividends and costs - assuming that the market-average 1.6% per annum TER is charged across the board)

Achieved an average yield of 1.44% (averaged over the last twelve months) - compared to a market average of 2.8% (according to Digital Look).

Invested in a way that should deliver a pension around 48% of the value of my current income, based on current annuities and growth rates

Tuesday, 26 February 2013

More Lever!

I have just placed my latest order with Hargreaves Lansdown for more Unilever.

I remember writing my 2012 review of my portfolio and just thinking 'yes'.  Unilever is an awesome company - it is exceptionally boring, and that makes me very happy.  Anyone who has been looking at my recent exciting purchase of African Barrick Gold will see why boring is good - and exciting is bad!

A quick reminder on Unilever's great data (other than the 26% share price rise in the last 12 months, which is clearly unimportant).

  1. Google Finance has the yield today at 3.06% - so just above the 3% threshold
  2. It's exposed to a lot of markets - around 101 by my last calculation - and it is doing very well versus its competitors in the emerging economies.  I think that foreign money will come in very useful as the UK obliterates the pound through quantitative easing
  3. Laura loves Unilever - they have great ethical credentials (unlike my favorite Tesco, who she says suck)
  4. It isn't Monday (useful!)
  5. It was nice to see one of the directors upping his stake recently too
Looking forward to those quarterly dividends rolling in!

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