It’s been nearly 6 months since I set up my experimental Dogs of the FTSE portfolio.
So how have the mutts done?
Are they still in the doghouse or vying for Crufts?
As at close of trading on 25th July 2017, the portfolio was showing a 5.24% gain from its starting value.
Including dividends received, it’s a 8.18% gain.
Over the same period, the FTSE 100 Total Return was 3.85% so the Dogs are looking good on both counts!
Showing its ‘pedigree’ is Capita (CPI) which was actually booted out of the FTSE 100 in March 2017. Persimmon is also looking good right now.
Four of the Dogs are looking a bit flea-bitten but there’s nothing to do really except to keep track of dividends as they roll in and see how things look in another 3 months’ time!
Riveting stuff! 🙂
Hi Weenie,
Thanks for keeping this updated – looking good in the early days, but of course a long way to go 🙂
Well, if it is any consolation I own three of the dogs that are in the red, but have done for a while, and they have shown some good returns for me so hopefully they will start picking up further again and boost the pot!
Cheers,
FiL
Hi FiL
AstraZeneca had a shocking day today, dragging the whole FTSE down. I’m not concerned right now but don’t relish selling at a loss in 6 months’ time (assuming it remains out of the top 10 yielding stocks).
Yes, I spotted your dogs – the returns are good so there is some merit in this strategy (of sorts!).
Hi Weenie,
Yes, painful but still a good yield so hopefully you won’t have to sell out at a loss (although I will be fascinated to see what changes!)
I wouldn’t have the stomach to do this as my only strategy I have to say, but for a small part it does seem to be working!
Cheers,
FiL
Working nicely, Weenie. I like a strategy that has easily followed rules (especially when it is in positive territory, like now!)
Cheers Mrs ETT
Yes, it’s great when it’s positive!
The strategy takes out all the emotion from investing by following set rules. Even if it ends up doing well, I’m not sure I’d be confident enough to run my entire portfolio like this! I may increase my holdings though at some point.
Great experiment weenie!
I may have to try this method out next year. Looking forward to the next update.
I’m surprised that the FTSE100 total return is so low, I thought markets have been surging, but admittedly haven’t looked properly for months now so no real clue on that one!
Cheers TFS.
No, you’re right, the markets have been surging but the period I’m tracking is from 10/02/17 (when I bought the stocks), where the return is showing as lower than if I tracked from 02/01/17. FYI, that period would show a total return of 6.19%, which beats my Dogs, but the Dogs are still ahead with the dividends included.
Sometimes, I look at the portfolio and wish I’d pumped more money in than I did. Other times, I remind myself it’s just an experiment and not part of my main investing strategy! But it is fun, so good luck if you go for it! 🙂
Hi,
I actually Bough AZ this month I see it as a sound company with advantages over rivals and recent setbacks as a grazed knee rather a life threatening injury. Depends on your time horizon though mine is a long one
Hi Peter
I think AZ is a sound company. However, I’ll be following the Dogs of the FTSE strategy, so if it’s out of the top ten by end Jan/beginning of Feb, I will sell, whether it’s a profit or not.
The good news is that for now, with Royal Mail dropping out of the FTSE 100, AZ is still up there but of course, things could still change over the next few months.
Yes, I’m familiar with the dogs. you certainly can’t argue with its track record and its a dynamic strategy for sure.
Re royal Mail, The Motley Fool forum were advising us all to invest in Royal mail six months ago, it pays not to listen to advice.