From this page, you can download spreadsheets detailing the constituents of the portfolios that Investors Chronicle's columnists and contributors refer to in their articles. Please note that the prices are not updated dynamically.The date of the last update is indicated in the spreadsheet.
You need to be a registered user to download anything from the IC website. Registration is fast and free - you can do it here.
How to calculate Coppock
The Coppock indicator you see in the IC is slightly different than the one using the original calculations devised by Edwin Coppock. That’s because when we first started using the indicator in the early 1960s, computers were not readily available. So, the method we used took a slight short-cut. Instead, of using 11 AND 14 month periods, the IC simply used a 12-month period in its calculation.
Thanks to excel spreadsheets and charting software programmes, you can calculate both versions of Coppock instantly for whichever index or price you like. Here are the codes for each version that go into MetaStock, a leading charting programme.
Metastock code for the original version of Coppock: Mov(ROC(C,14,%)+ROC(C,11,%),10,W);0
Metastock code for the IC version of Coppock: Mov(ROC(C,12,%),10,W);0
Mr Bearbull's growth, income and speculative portfolios
The Bearbull column has run in the Investors Chronicle since the 1950s and is published online every Wednesday. Its aim is to explore aspects of portfolio management, and to this end the latest 'Mr Bearbull' (who has written the column since 1998) has assembled three portfolios - income, growth and speculative. Over the past ten years, they have delivered handsome annual returns in a period where the stock market in aggregate has delivered very little.
All the portfolios are contained on a single Excel spreadsheet; use the tabs (bottom-left) to navigate between them.
Simon Thompson's Bargain Portfolio
Simon oversees our companies coverage and assembles each February. It's based on the value investing ideas of Benjamin Graham and has beaten the market in nine of the past ten years.
David Stevenson's Sipp
David is one of our contributing writers, which a particular bent for 'big themes' and adventurous investing. He runs a small self-invested personal pension and writes an account of recent activity at the start of each month.
Chris Dillow's benchmark portfolios
The idea of the benchmark portfolios is that they do not require any subjective thought on the part of the investor - they are based on rules and past share price performance factors. One just picks stocks with momentum, another high-yielders, another high-volatility shares, and so on.
Tips of the year
Our tips of the year are published every January. .
Master portfolios:
Ready-made portfolios on key themes to suit individual tastes and risk levels. You should read the .
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