- Deep value picks have helped drive Simon's outperformance
- Recent results from Avingtrans and Northamber prove company's stingy valuations
- Land at a bargain price
I have been number crunching the investment returns from the 20 monthly Alpha Reports I have published since March 2019. Benchmarking performance is a good exercise for any investor to ascertain how much a rising market has enhanced your performance, and to what extent poor decisions have contributed to underperformance. It also helps to identify the sector winners and losers.
In the event, the average total return (after factoring in all losses) has been 52 per cent with only five of the 20 selections under water, of which three are marginally so. By comparison identical investments in the FTSE All-Share and FTSE All-Share indices have returned 7.7 per cent and 32 per cent, respectively.