Throughout all the havoc wreaked by coronavirus and the uncertainty economies face as they struggle back from lockdown, the principles of investing in quality companies and not paying too much for the shares, remains a solid long-term investment strategy. Identifying these companies and knowing when to buy in or sell out of a position is easier said than done, however, which is why former City analyst Phil Oakley set up his fantasy portfolios as part of his weekly Alpha round-ups. These aren't share tips - every investor will have different risk appetites and time horizons - but these portfolios are a great way to learn and follow the thought processes of the CFA Society of the UK (CFA UK) Journalist of the Year for 2020, as he ponders this hugely challenging investing environment.
Phil Oakley's Fantasy Sipp (UK and US equities)
Company | Ticker | Weighting |
Costco | NASDAQ:COST | 5.4% |
Microsoft | NASDAQ:MSFT | 5.0% |
Amazon | NASDAQ:AMZN | 5.0% |
Mastercard | NYSE:MA | 5.0% |
Walt Disney | NYSE:DIS | 4.9% |
Pepsico | NASDAQ:PEP | 4.6% |
Croda | LON:CRDA | 4.5% |
Paychex | NASDAQ:PAYX | 4.5% |
Games Workshop | LON:GAW | 4.4% |
Visa | NYSE:V | 4.1% |
Moodys | NYSE:MCO | 4.1% |
McDonalds | NYSE:MCD | 4.0% |
YouGov | LON:YOU | 4.0% |
Spirax-Sarco | LON:SPX | 3.9% |
Reckitt Benckiser | LON:RB | 3.9% |
London Stock Exchange | LON:LSE | 3.9% |
Intuit | NASDAQ:INTU | 3.8% |
Procter & Gamble | NYSE:PG | 3.8% |
RELX | LON:REL | 3.8% |
Diageo | LON:DGE | 3.8% |
Frontier Developments | LON:FDEV | 3.6% |
Domino's Pizza Inc | NYSE:DPZ | 3.6% |
Unilever | LON:ULVR | 3.5% |
Intertek | LON:ITRK | 3.3% |
Cash | 0.0% |
Source: Sharepad and Investors Chronicle
Phil Oakley's UK Quality Shares
Company | Ticker | Weighting |
Oxford Instruments | LON:OXIG | 5.7% |
Frontier Developments | LON:FDEV | 5.5% |
Games Workshop | LON:GAW | 5.2% |
Ashtead | LON:AHT | 5.0% |
YouGov | LON:YOU | 5.0% |
Croda International | LON:CRDA | 4.9% |
Spirax-Sarco Engineering | LON:SPX | 4.7% |
Diploma | LON:DPLM | 4.6% |
Associated British Foods | LON:ABF | 4.5% |
London Stock Exchange | LON:LSE | 4.4% |
Rightmove | LON:RMV | 4.3% |
Bioventix | LON:BVXP | 4.1% |
Auto Trader | LON:AUTO | 4.1% |
Experian | LON:EXPN | 4.0% |
Intertek | LON:ITRK | 4.0% |
Bunzl | LON:BNZL | 4.0% |
RELX | LON:REL | 3.9% |
Unilever | LON:ULVR | 3.9% |
Diageo | LON:DGE | 3.9% |
James Halstead | LON:JHD | 3.8% |
RWS Holdings | LON:RWS | 3.7% |
Reckitt Benckiser | LON:RB | 3.5% |
Nichols | LON:NICL | 3.5% |
Cash | 0.0% |
Source: Sharepad and Investors Chronicle
Performance (%) versus benchmarks and peers (as of 03.12.2020)
Portfolio % Returns | 1 month | YTD | 1 year | 2 years | 3 years |
Scottish Mortgage Investment Trust | 10.4 | 91.8 | 113.0 | 125.0 | 153.0 |
Smithson Investment Trust | 7.7 | 23.8 | 24.6 | 55.6 | |
LF Blue Whale Growth Fund | 6.6 | 23.8 | 26.0 | 46.2 | 71.7 |
Martin Currie Global Portfolio Trust | 6.5 | 20.1 | 23.1 | 48.1 | 52.0 |
Mid Wynd International Inv Trust | 8.0 | 17.3 | 18.5 | 45.6 | 47.6 |
Fundsmith Equity T Acc | 5.5 | 16.4 | 18.6 | 34.9 | 51.6 |
Vanguard S&P 500 ETF | 6.9 | 13.9 | 15.8 | 32.2 | 48.6 |
iShares MSCI World Acc | 8.7 | 11.4 | 13.0 | 27.5 | 35.7 |
Lindsell Train Global Funds | 7.5 | 8.0 | 9.0 | 22.5 | 45.7 |
Phil Oakley Fantasy Sipp | 3.5 | 7.4 | 11.0 | 36.5 | 47.5 |
Castlefield CFP SDL UK Buffettology Fund | 5.5 | -2.4 | 1.8 | 15.6 | 27.2 |
Finsbury Growth & Income Trust | 9.8 | -2.8 | -0.4 | 15.1 | 21.1 |
Phil Oakley UK Quality Shares | 1.4 | -7.2 | |||
iShares FTSE 250 | 15.5 | -8.4 | -3.0 | 11.5 | 6.4 |
Vanguard FTSE 250 UCITS ETF | 15.6 | -8.7 | -3.0 | 11.8 | 6.8 |
FTSE All-Share - Total Return | 13.9 | -11.3 | -7.7 | 1.7 | 0.6 |
Vanguard FTSE 100 ETF | 13.3 | -13.0 | -9.6 | -0.9 | -1.1 |
Source: Sharepad and Investors Chronicle