Dogs of the FTSE + Random Shares (final update)

My final (probably) Dogs of the FTSE experimental portfolio was set up in June 2021.

I haven’t been paying attention to this so it’s high time for an update.

As usual, I always seem do these updates when the markets are incredibly rubbish, so I couldn’t have chosen a better time!

Here’s a reminder of the Dogs of the FTSE strategy (which is based on the US Dogs of the Dow strategy):

  1. Choose the ten FTSE 100 shares with the highest yield (subject to my criteria*)
  2. Invest equal amounts in all ten shares
  3. Hold for a year (give or take a week)
  4. At the end of the year, sell the ones no longer in the top ten, replace with new shares with highest yield
  5. Repeat from step 3

[*criteria being that shares already in my portfolio are not included, nor any where a dividend cut has been announced]

Note that this is part of my ‘fun’ portfolio (although it’s been no fun at all lately!) and represents less than 1.5% of my Future Fund – it is not what I do as a main investing strategy. All dividends received are reinvested.

Dogs of Doom

The mutts are again drowning in a sea of red numbers, although unbelievably, the portfolio is actually doing slightly better than it was in my last update!

A few (BHP, British American Tobacco and National Grid) seem to be strong in the face of adversity but the others are not looking so clever (notably Polymetal International, Persimmon and M&G).

Over the same period, the FTSE 100 Total Return was a lofty 8.42% so the Dogs have been a complete disaster at -2.35%.

Even with dividends received included, it’s only a gain of 2.38%, so a really poor show for this strategy.

I guess I might drum up the motivation to do another update in a couple of months’ time, to see if there is any change, for better or worse!

Random Shares

My Random Share Portfolio is made up of free shares awarded to me whenever someone signs up to the Freetrade app via my affiliate link, bagging us both a random free share (worth between £3 and £200) in the process.

Freetrade has been ordered by the FCA to get rid of all paid-for social media influencer posts.

Apparently, some TikTok influencer alluded in a video that using Freetrade contributed towards them reducing their personal debt. Not very responsible, but who gets financial advice from TikTok influencers? Too many, it appears.

I personally don’t class my blog as social media and I don’t categorise myself as an influencer but I don’t want to fall foul over anything so this will be my last Random Shares portfolio update.  I will likely sell off all the shares in this portfolio (once they’re in the green). One less thing to keep tabs on.

My referral link still works for free shares, I just won’t brandish it about in any posts, unless people ask me via email/DM and of course, their capital is at risk if they choose to use the app.

Can I just say now that I’m not in any way saying that you will reach FIRE if you download the Freetrade app, although fee-free transactions might help you along the way!

Here’s the full portfolio before it’s all sold off.

Anyway, a big thanks to all who signed up via my link in the past – hope you all got a decent free share and perhaps continue to get some use out of managing your portfolio with the app.

4 thoughts on “Dogs of the FTSE + Random Shares (final update)

  1. Wow nice luck getting the Microsoft share 🙂

    Always interesting to hear these updates. -2% is a lot better going then my experimental growth stocks portfolio

    • Yeah, I was rather jammy with that one!

      Might still be the wrong time for your growth stocks but long term, I think many of them will win (I hope – don’t forget I’ve punted on a few of our Fool ones! )

    • I’m not sure what it’s teaching me – that I shouldn’t risk money on such daft experiments? 🙂 I think your Green portfolio is probably a safer bet.

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