My last Dogs of the FTSE experimental portfolio didn’t do too badly despite volatile markets during uncertain times.
Things got a bit hairy on occasion, with the markets all over the place, but I continue to follow the strategy as an experiment, documenting the bad times as well as the good.
As another reminder, here’s the Dogs of the FTSE strategy:
- Choose the ten FTSE 100 shares with the highest yield (subject to my criteria*)
- Invest equal amounts in all ten shares
- Hold for a year (give or take a week)
- At the end of the year, sell the ones no longer in the top ten, replace with new shares with highest yield
- Repeat from step 3
[*criteria being that shares already in my portfolio are not included, nor any where a dividend cut has been announced, prior to purchase]
The Dogs of the FTSE strategy is based on the original Dogs of the Dow strategy.
Note that this is my ‘fun’ portfolio and represents less than 1.5% of my Future Fund.
Time to set up my new Dogs of the FTSE 2021/22 portfolio! [I set this up in June but only getting round to posting about it now]
So, in accordance with the strategy:
Three Dogs Set Free (Sold):
- Anglo American (AAL)
- Standard Life Aberdeen (was SLA, now ABDN)
- United Utilities (UU)
Total received from sales = £911.16
Total Dividends received = £35.79
Profit from original investment = £172.77 (28.6% profit)
Last time round, I had to shut my eyes and grudgingly push the ‘sell’ button to ditch loss-making stocks – it was rather easier this time!
No trading fees applied as I’m using Freetrade* for this portfolio.
Sign up via my link to get us both a free share worth £3 – £200.
Ok, next, in accordance with the strategy:
Three Dogs Rounded Up (Bought):
- Persimmon plc (PSN) – was in my Dogs portfolio 2019/20
- SSE plc (SSE) – was in my Dogs portfolio 2017/18
- Polymetal International plc (POLY) – a brand new Dog, never even heard of this company before!
So here’s how the Dogs of the FTSE Portfolio 2021/22 looks as at today:
A sea of red at the moment but that’s the way of the markets right now. Let’s see how they fare after a year.
I will continue with quarterly updates as before so those interested can see how the portfolio is doing.
Until next time, keep calm and carry on investing.