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:

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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!

Monkey Stocks League Updates #5 & #6

As I wasn’t around to do update #5, here are February and March’s updates rolled into one.

So how’s it looking in the Monkey Stocks League Challenge at the halfway stage?

Below is snapshot as at the close of trading 31st March 2016 and leading the charge was M‘s Underdogs Fund!

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A nice turnaround since the Underdogs Fund was sitting in 16th place at the end of January!

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 February and March 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

My own Funky Monkey Fund and Mr Z’s Undead Monkey Fund are still up there. Cerridwen’s Eye of Toad fund and FireVLondon’s B Team Fund not faring so well in the bottom half of the table.

Expertly Picked Funds

John Kingham’s Pigmamig Fund continues to shake its expert stick at the monkeys (and dogs) at the top, while Huw’s expert picks (Kunniga Apa Fund) languish in 19th place.

Best vs Worst

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

If someone had happened to pick all these shares for their portfolio, they would have seen a nice 31.6% gain on their initial investment of £500:

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

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If you’d had the misfortune to pick this lot, you would have seen your portfolio value drop  -45.35%!

An interesting note is that the Underdogs Fund includes both the best performing share (Glencore) and one of the worst (Standard Chartered). Can’t pick ’em all, eh M? 🙂

Monkey Stocks League Update #4 – Bear vs Monkeys!

As the Bear Market came roaring out in January, what happened in the Monkey Stocks League Challenge?

Looks like the monkeys got rather mauled by the bear…!

Below is a snapshot as at the close of trading 29th January 2016 and leading the charge was the Interesting Initials Fund, the only portfolio showing a gain!

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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 January 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

Mixed fortunes for the real portfolios – my Funky Monkey Fund is still up there, as is the B Team Fund and the Undead Monkey Fund, both still in the top 10. The Eye of Toad Fund and the Underdogs are bogged down mid-table and below.

Expertly Picked Funds

John Kingham’s Pigmamig Fund is still up there too challenging the monkeys, while Huw’s Kunniga Apa Fund is still wallowing near the depths of the league table!

Best vs Worst

The best 5 performing shares since the start of the league are NMC Health plc, WH Smith plc, Compass Group plc, BAE Systems plc and Tate & Lyle plc.

If someone had happened to pick all these shares for their portfolio, they would have seen a nice 17.43% gain on their initial investment of £500:

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Interesting to note that last month, the ‘best five portfolio’ showed a gain of 15.87% – the Bear Market appears to have not had a detrimental effect on all shares.

The worst 5 performing shares are AVEVA Group plc, Antofagasta plc, BBA Aviation plc, Nostrum Oil & Gas plc and Poundland Group plc.

If you’d had the misfortune to pick this lot, you’d be sitting on a loss of -43.08%!

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Last month’s ‘worst five portfolio’ was down by -32.27%, so these ones didn’t escape the Bear’s mitts!