This week I’ve delved a bit more into smaller companies with analysis of Photo-Me (PHTM), Topps Tiles (TPT), Belvoir Lettings (BLV) and Hostelworld Group (HSW). The biggest company looked at is easyJet (EZJ).
The focus of my report this week has been lower down the market cap scale than many of the holdings in my Fantasy Sipp. Year-to-date the portfolio's performance is now a pleasing 12.2 per cent total return - that’s ahead of the FTSE All Share index and the returns made from an exchange traded fund (ETF) tracking the S&P 500. Some active funds have done even better, with Fundsmith Equity a star performer, but overall I’m happy with how my selections are doing.
