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How the 2017 Bargain Shares Portfolio fared

Simon Thompson reviews another vintage performance from the small-cap bargains he selected last year
How the 2017 Bargain Shares Portfolio fared

It was a vintage year for the 2017 portfolio, which racked up a 30.4 per cent total return over the course of the year, and that was after booking some hefty profits along the way. In fact, if you had invested £1,000 in each of the 10 companies you will now have a portfolio worth £13,040, of which £2,820 is in cash. There is potential for further investment upside too.

If you want to learn more about how Simon chooses his Bargain Shares portfolio and his assessment of his portfolio's performance in 2017, listen in to our free IC Companies & Markets podcast in which editor John Hughman interviews Simon on Bargain Shares

 

2017 Bargain Shares portfolio performance      
Company nameMarketTIDMOpening offer price on 03.02.17 (p)Latest bid price on 25.01.18 (p)DividendsTotal return (%)
Chariot Oil & Gas (see note one)AimCHAR8.29210125.1
Crossrider AimCROS47.976058.7
Cenkos Securities (see note four)AimCNKS88.4251139.538.5
BATM Advanced CommunicationsMainBVC19.2526035.1
Manchester & London Investment Trust (see note two)MainMNL291.653773.028.4
H&T (see note five)AimHAT289.753499.623.8
Avingtrans (see note six)AimAVG2002223.412.7
BowlevenAimBLVN28.932010.7
Management Consulting GroupMainMMC6.18360-3.0
Tiso Blackstar Group (see note three)AimTBG55400.54-26.3
Average     30.4
Deutsche Bank FTSE All-share tracker (XASX)  409436.3516.2810.7
Notes:       
1. Simon Thompson advised selling two-thirds of the Chariot Oil & Gas holding at 17.5p on 3 April 2017 ('Bargain Shares on a tear', 3 April 2017). Return reflects the profit booked on this sale.
2. Manchester and London Investment Trust paid total dividends of 3p a share on 2 May 2017. Simon Thompson then advised selling half of the holding at 366.25p on 26 June 2017 ('Top-slicing and running profits', 26 June 2017), and selling the remaining half at 377p ('Bargain shares second chance', 17 August 2017).
3. Tiso Blackstar paid an interim dividend of 0.28465p on 8 May 2017, and a final dividend of 0.25935.
4. Cenkos Securities paid a final dividend of 5p on 26 May 2017, and an interim dividend of 4.5p on 9 November 2017.
5. H&T paid a final dividend of 5.3p on 2 June 2017, and an interim dividend of 4.3p a share on 6 October 2017.
6. Avingtrans paid an interim dividend of 1.2p on 16 June 2017, and a final dividend of 2.2p a share on 8 December 2017.
Source: London Stock Exchange share prices correct as at 9am on Thursday, 25 January 2018.

CHARIOT OIL & GAS (CHAR)

Aim: Share price: 22p

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