My Fantasy Sipp seems to be doing quite well so far this year. It is beating the FTSE All-Share index and an S&P 500 index tracker, while holding its own against some of the best quality investors out there.
Fifteen out of the 21 stocks in the portfolio have delivered total returns over the past month of 1.2 per cent or better, while 16 have delivered positive returns. The star performer has been Sage (+7.1 per cent), closely followed by RELX (+6.9 per cent) and James Halstead (+5.9 per cent). 3M has been the biggest loser.
The performance breakdown of the stocks in the portfolio over one month, year to date and one year, are shown in the table in the report.
With many quality shares expensively valued, finding attractive entry points can be difficult. But I do think there are a few businesses and shares out there that are worth a little bit of readers’ further consideration.
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