Private Investor's Diary Portfolio 

Fully invested and optimistic

Fully invested and optimistic

After 2017’s gain of 31.5 per cent, it was back to earth with a bump for the JIC Portfolio in 2018. It was down -11.9 per cent after a particularly poor December. This was slightly worse than the -9.6 per cent fall in the FTSE All-Share (Total Return) Index and leaves the JIC Portfolio up 146.2 per cent, 13.7 per cent annualised, since inception seven years ago. Over the same period the FTSE All-Share has returned +65.5 per cent, 7.5 per cent annualised.

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