I didn’t get round to doing my quarterly update for my experimental Dogs of the FTSE portfolio so thought I’d do a first ‘trimester’ update instead.
Suffice to say that the poor mutts really don’t look too healthy, mostly milling about negatively in turmoil.
Evraz plc in particular is looking extremely woeful, showing a massive loss since this portfolio start, despite showing huge gains in the previous year.
ITV leads the pack with a semi-decent gain but for how long!?
That said, the FTSE 100 Total Return was minus 1.3% over the same period so the Dogs aren’t too far behind with a loss of 1.83%, when you include dividends received (loss of 4.7% without dividends).
But it’s still early days yet, anything can happen in 8 months – yes, I know it could get worse but I’m being opimistic so see the future as being bright(ish)! In the meantime, I shall continue to collect their dividends.
As I’ve mentioned previously, this is not a strategy I would recommend to anyone, this is my own fun experiment, although I can’t say it’s a lot of fun looking at all the red numbers right now.
To cheer myself up, I will take a look at my Random Share Portfolio, which I first mentioned here.
This portfolio is made up of free shares awarded to me whenever someone signs up via my Freetrade affiliate link, bagging themselves a free share in the process. Link is here* if you are interested.
Here are a couple of the recent free random shares I’ve been awarded.
And here’s what the full portfolio currently looks like:
Still waiting for that Tesla or Netflix share to drop haha, but the fact is, I’m well happy with all my free shares. Most of them are ones I would never have considered buying, only because I wasn’t even aware of them.
I was particularly happy to receive shares for IShares S&P Global Clean Energy ETF (INRG) as I didn’t know there was such an ETF, never mind that it was available on Freetrade.
INRG tracks the performance of an index composed of 30 of the largest global companies involved in the clean energy sector. I think I will add to this as I’d like to increase my holding of more environmentally-friendly investments bit by bit.
Am still undecided as to what I want to do with this portfolio, ie sell or keep the shares.
For now, I think I’ll just leave them (mostly) and maybe decide on what to do in the new year. Although I missed out on the Aston Martin £10/per share payout because I didn’t reach the minimum criteria (only 1 share!) so I may get rid of that one soon.
Anyone with any thoughts on which ones I should get rid of and why?