“Freedom” Dogs of the FTSE 2021/22

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:

  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, 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.

New Pooches

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.

Dogs of the FTSE 2020/21 – final update + Random Shares

After the previous portfolio’s abysmal performance, I wasn’t sure how this current Dogs of the FTSE experimental portfolio would do, particularly with the continued situation around the world.  This portfolio was created just after markets had crashed and had begun its recovery so timing was not favourable.

Long-Covid Dogs

So one year on and my 4th experimental portfolio hasn’t done too badly.

As a reminder, here’s the Dogs of the FTSE 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]

Here’s how the 2020/21 portfolio looked as at 8th June 2021:

A so-so gain of 14.98%, but a respectable 21.78% if you include dividends paid out.

Over the same period, the FTSE 100 Total Return was 18.68%.

Anglo American was the outstanding performer, showing a gain of 66%+ over the year.

What Next?

It’s always been my intention to run this as a (minimum) 5-year experiment so the Dogs will be back for their fifth (and possibly last) outing very soon. I’ve not decided yet what I want to do afterwards.

So, some mutts will be kicked out and new ones brought in.

I’ll get this new portfolio set up soon, so will do an update in a couple of weeks.

Random Shares

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

One of the freebies I received recently

Here’s the full portfolio – it’s gotten a bit too big to do a full copy and paste.

Thanks to all who have signed up via my link – hope you all got a decent free share!

I’ve been selling the odd one, whenever any showed >40% gains.

Until next time – keep calm and carry on investing!

[*affiliate link]

April 2021 Savings, plus other updates

Another blur of a month.

Work has kept me really busy, though fortunately not in a mind-numbing way – perhaps that’s due to the brighter days, although temperatures are still on the chilly side and I haven’t put any of my winter clothes away yet!

My boss has started to switch off and I can’t say I blame her – her head’s full of making travelling plans! Two more months before she goes – I already miss her.

Anyway, a few ‘highlights’ this month:

  • The gym reopened! I’ve been enjoying re-establishing my weekly routines and already feel much better physically and mentally. I have noticed this past week however that although the women at the gym are still strictly following the cleaning and wiping down of equipment after use, many of the men have slipped back to old habits of sweating over the stuff and just leaving it for the next person to clean. Shame not all the equipment I need to use is in the ladies-only section.
  • Attended another Zoom ‘Manchester’ FIRE meet up.  This one had an excellent presentation by someone who achieved FIRE from BTLs (Buy To Lets) so it was interesting to hear about his journey and how he’s succeeded. Also attended a great ‘Leeds’ investing meet up, which had some fascinating discussions.
  • To celebrate Earth Day, work gave us the afternoon off and we did several hours of litter-picking in the city centre. It was exciting to meet up with colleagues again and it was a lovely day out. I’m glad to say that there wasn’t actually as much litter as I thought there would be but was astonished and dismayed at the gazillions of discarded cigarette butts. Now that I’ve noticed these on the ground, I can’t unsee them – they are everywhere and it really annoys me.
  • Watched some great stuff on TV, including the brilliant ‘Line of Duty‘ (no I didn’t guess correctly!) and Amazon Prime’s ‘Invincible‘ – violent animation at its best!
  • My local library has announced that it will be reopening imminently and I can’t wait. I’ve been borrowing e-books but it’s not the same. I’m far more excited about this than of the pubs opening their doors. Getting old or just getting more introverted?

Sis and nephew have settled into their new home but haven’t really moved everything out yet as there are still some cupboards/shelves they are waiting to be delivered. We’ve continued with our family board game night so I still see them on a weekly basis which is nice.

Only Happy When It Rains

I still haven’t been out for that first pint yet – I think I would rather wait and let those who need to go right now release all that pent-up desperation enthusiasm out of the way, so things will be a bit more normal and calm in a month or so’s time.

Right now, I just feel that other people will, I don’t know, just irritate me.  Lockdown syndrome or just enjoying being miserable? I don’t know…

Anyway, how did I get on with my savings in April?

I saved 48% of my net salary. I could have probably saved a bit more, but decided to put some money aside ready for when I might want to spend some, a couple of new outfits for the summer maybe, eating out, etc. Maybe even holidays? One can only hope.

Shares and Investment Trusts

No new investments, I just topped up existing holdings.

Current share/IT portfolio can be found here.

(Entire portfolio here)

Future Fund 

Financial news seemed to be dominated with the shenanigans of cryptocurrency (which I’m not invested in) and I was momentarily distracted by the Prime Minister’s wallpaper bill (and choice), so I wasn’t keeping tabs on what the stock markets were doing, hence this was a pleasant surprise.

At the end of the month, my Future Fund had jumped up to £234,689, so the rocket continues its journey!

The bull run continues…for now

Dividends and Other Income

A decent month for dividends:

Continue reading

Rising Dogs of the FTSE + Random Shares

A belated and brief progress update on my latest Dogs of the FTSE experimental portfolio which was set up in June 2020, so only another couple of months to run.

I missed buying when everything hit rock bottom in March but bad timing or not, I continue to follow the strategy as an experiment and have been documenting the bad times as well as the good.

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 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.

Light at the end of the Tunnel

The mutts aren’t doing too badly, particularly the mining Dogs, which are showing significant gains.

Will be interesting to see if they continue to maintain their momentum.

Over the same period, the FTSE 100 Total Return was 15.70% so the Dogs are doing worse at 13.94%.

However, if I include dividends received, it’s a gain of 18.83%, so not bad really.

Let’s see what the next two months bring for the pooches and I’ll do my final update then.

Random Shares

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


Here’s the full portfolio.

I’ve kept most of the shares, occasionally selling when the odd one or two gain by >20% (quite a few did recently).

In a previous month, I was awarded a free share in Manchester United – perhaps I should have sold it when the share price went up on the back of the announcement of the European Super League.

However,  by the time I thought about it, the league had crashed and burned, with the ‘sinister six’ pulling out before it got going, so it wasn’t worth selling.  I’m not fast enough to be a trader!

Anyway, the money from the sales of any random shares are chucked into my ISA, with a few quid going towards my Winter Rock Associates Fund 😉

A big thanks to all who have signed up via my link in the past – hope you all got a decent free share!