Monkey Stocks League Challenge – Penultimate Update!

With the markets on the up in the face of Brexit Bears, how are the Monkeys et al doing in our Monkey Stocks League Challenge?

Below is a snapshot as at the close of trading on 31st August 2016 and heading for the finish line and seemingly unstoppable are M’s Underdogs Fund!3108leagueCan anyone catch up to this ‘fund’ which is showing a gain of over 52%?  Craig’s Interesting Intials Fund is making a good challenge but it might be too little too late.

With still one more month to go before the winner is announced, has M made a little space on her mantelpiece for the winning trophy?  Yes, there will be an actual physical trophy!

For the Live table (during trading hours, Rank and Value will be updated automatically) and full portfolio listings, have a look here and also via the right sidebar.

All August dividends have been added to the respective portfolios. However, please let me know if I’ve missed any (or if there are any errors) as there are so many to keep track of.

Real Portfolios

Of the real portfolios, behind the Underdogs Fund is my own Funky Monkey Fund.  Mr Z’s Undead Monkey Fund makes it back into the top five, with FireVLondon’s B Team Fund languishing in mid-table obscurity and Cerridwen’s Eye of Toad Fund still in the bottom 3.

Expertly Picked Funds

John Kingham’s Pigmamig Fund drops out of the top 5, with Huw’s Kunniga Apa Fund dropping to 9th place. It looks like the ‘expertly picked’ funds will not be claiming the top spots!

Steady Eddy

As mentioned  before, diy’s Mutley’s Magic Formula fund maintains its steady process and position in the Top 5. This fund is based on Vanguard’s 60% LifeStrategy Fund and appears to not bounce around as much as the funds made up of just 5 stocks.

Best vs Worst

The best 5 performing shares since the start of the league are Centamin, NMC Health, ARM Holdings, Evraz, and Glencore plc.

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If someone had happened to pick all these shares for their portfolio, they would have seen an awesome gain of over 81% on their initial investment of £500!

ARM Holdings is one of my random picks and will shortly be bought out at £17 per share by Softbank. For the purposes of this exercise, as there’s only one more update to go, I’ll leave this as cash in my portfolio, although in real life, I’ll reinvest the cash.

The worst 5 performing shares were Poundland, Barclays Bank, Royal Bank of Scotland, Nostrum Oil & Gas plc and Restaurant Group.

If you’d had the misfortune to pick this lot, you would have seen your portfolio value drop  by nearly 37% – not as bad as last month but still ouch!

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Tune in sometime in October for the exciting finish to this little competition!

 

Monkey Stocks League Challenge – Update #10

Mr Market has appeared to shrug off Brexit doldrums (for now) so what effect has that had on our Monkey Stocks League Challenge?

Below is a snapshot as at the close of trading on 29th July 2016 and still romping away in the lead for the FIFTH consecutive month was M’s Underdogs Fund!2907league

The ‘fund’ is showing a gain of nearly 58% – last month, it was 37%!  This is despite the fact that the portfolio includes shares in Standard Chartered, one of the many banks which look unlikely to recover any time soon.

For the Live table (during trading hours, Rank and Value will be updated automatically) and full portfolio listings, have a look here and also via the right sidebar.

All July dividends have been added to the respective portfolios. However, please let me know if I’ve missed any (or if there are any errors) as there are so many to keep track of.

Real Portfolios

Of the real portfolios, behind the Underdogs Fund is my own Funky Monkeys battle with Mr Z’s Undead Monkeys for second place, both with healthy gains of over 20%. FireVLondon’s B Team Fund continues to languish in mid-table obscurity, with Cerridwen’s Eye of Toad Fund just out of the bottom 3.

Expertly Picked Funds

John Kingham’s Pigmamig Fund drops to 8th place, with Huw’s Kunniga Apa Fund dropping into 10th. Just two more months for either/both to finish above the monkey funds by the end of the competition – it’s not looking good for the ‘experts’!

Steady Eddy

As mentioned  before, diy’s Mutley’s Magic Formula fund maintains its steady process and ends yet another month in the Top 5. This fund is based on Vanguard’s 60% LifeStrategy Fund and appears to not bounce around as much as the funds made up of just 5 stocks.

Best vs Worst

The best 5 performing shares since the start of the league are Centamin plc, Evraz plc, ARM Holdings plc, Glencore plc and BGEO Group (previously Bank of Georgia Holdings plc).

If someone had happened to pick all these shares for their portfolio, they would have seen their initial investment of £500 nearly double in value:

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The worst 5 performing shares were Nostrum Oil & Gas plc, Barclays plc, Restaurant Group, OneSavings Bank plc and Interserve plc.

If you’d had the misfortune to pick this lot, you would have seen your portfolio value drop by nearly a half – ouch!

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Two more updates to go before the winner is announced – has M got the trophy in the bag?

Monkey Stocks League Challenge – Update #9

So, what effect did Brexit have on our Monkey Stocks League Challenge?

Below is a snapshot as at the close of trading on 30th June 2016 and still way ahead for the FOURTH consecutive month was M’s Underdogs Fund!

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The ‘fund’ is showing a gain of over 37% – last month, it was 17%!  This is despite the fact that the portfolio includes shares in Standard Chartered, one of the many banks which suffered big losses following the Brexit vote. True, the fund in reality is worth somewhat less than before due to the devaluation of the £ but still, it’s got to be better to see gains than losses.

For the Live table (during trading hours, Rank and Value will be updated automatically) and full portfolio listings, have a look here and also via the right sidebar.

All June dividends have been added to the respective portfolios. However, please let me know if I’ve missed any (or if there are any errors) as there are so many to keep track of.

Real Portfolios

Of the real portfolios, behind the Underdogs Fund is my own Funky Monkey Fund.  Mr Z’s Undead Monkey Fund clings onto that last top 10 spot, with FireVLondon’s B Team Fund languishing in mid-table obscurity and Cerridwen’s Eye of Toad Fund dropping into the bottom 3.

Expertly Picked Funds

John Kingham’s Pigmamig Fund hovers outside the top 5, with Huw’s Kunniga Apa Fund moving up to 8th place. Just three more months for either/both to finish above the monkey funds by the end of the competition!

Steady Eddy

As mentioned  before, diy’s Mutley’s Magic Formula fund maintains its steady process and position in the Top 5. This fund is based on Vanguard’s 60% LifeStrategy Fund and appears to not bounce around as much as the funds made up of just 5 stocks.

Best vs Worst

The best 5 performing shares since the start of the league are Centamin, Evraz, NMC Health, BGEO Group (previously Bank of Georgia Holdings) and British American Tobacco.

If someone had happened to pick all these shares for their portfolio, they would have seen a nice gain of over 62% on their initial investment of £500:

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The worst 5 performing shares were Royal Bank of Scotland, OneSavingsBank, Barclays Bank, Interserve, Restaurant Group.

If you’d had the misfortune to pick this lot, you would have seen your portfolio value drop  by 48% – ouch!

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Bank shares took a battering – how long before they recover?

 

Monkey Stocks League Challenge Update #8

With just FOUR more updates to go before I announce the winner, how are the portfolios doing in the Monkey Stocks League Challenge?

Below is a snapshot as at the close of trading on 31st May 2016 and still way ahead of the pack was M’s Underdogs Fund!

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This ‘fund’ is still going strong, showing a gain of over 17%, although this is a drop from last month’s 30%!

For the Live table (during trading hours, Rank and Value will be updated automatically) and full portfolio listings, have a look here and also via the right sidebar.

All May dividends have been added to the respective portfolios. However, please let me know if I’ve missed any (or if there are any errors) as there are so many to keep track of.

Real Portfolios

Of the real portfolios, behind the Underdogs Fund is my own Funky Monkey Fund.  Mr Z’s Undead Monkey Fund falls but remains in the top 10, with FireVLondon’s B Team Fund and Cerridwen’s Eye of Toad Fund languishing in mid-table obscurity!

Expertly Picked Funds

John Kingham’s Pigmamig Fund drops out of the top 5, with Huw’s Kunniga Apa Funddropping to 14th place. Just four more months for either/both to finish above the monkey funds by the end of the competition!

Steady Eddy

Some may have noticed that diy’s Mutley’s Magic Formula fund has been in and around the top 5 pretty much since the start of the league, making steady process. This fund is based on Vanguard’s 60% LifeStrategy Fund and appears to not bounce around as much as the funds made up of just 5 stocks.

Best vs Worst

The best 5 performing shares since the start of the league are Evraz plc, Centamin plc, Glencore plc, NMC Health plc and Zoopla Property Group plc.

If someone had happened to pick all these shares for their portfolio, they would have seen a nice gain of over 57% on their initial investment of £500:

bestfive0416

The worst 5 performing shares were BBA Aviation plc, Barclays plc, Nostrum Oil & Gas plc, Poundland Group plc and Restaurant Group.

If you’d had the misfortune to pick this lot, you would have seen your portfolio value drop  by 42% – ouch!

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Wonder how Brexit (or not) will affect the Monkey Stocks?

Final Note

This blog has been added to FI Assembly, which is an aggregator for FI/RE blogs – cheers Alex!