I invest principally in the UK
I invest mainly in UK stocks as that is where I have gained my experience. There are clearly opportunities to invest in overseas companies, and it is fair to say that it is now much easier to get the information you need. I think that for a private investor, such as myself, with limited time resources, it is better not to spread my net too wide. For me, it makes sense to focus my efforts on a market where I have experience and familiarity.
I focus on mid and small-sized companies but not exclusively.
The FTSE 100 Index comprises the largest 100 companies and by value accounts for around 70% of the UK market, The FTSE 250, (the next 250 companies) accounts for about 25% of the market by value, and the FTSE Small Cap, FTSE Fledgling and FTSE AIM, the remainder.
The table below shows the percentage returns over 1, 3, 5, and 10 years to 31st December 2020
I invest principally in the UK
I invest mainly in UK stocks as that is where I have gained my experience. There are clearly opportunities to invest in overseas companies, and it is fair to say that it is now much easier to get the information you need. I think that for a private investor, such as myself, with limited time resources, it is better not to spread my net too wide. For me, it makes sense to focus my efforts on a market where I have experience and familiarity.
I focus on mid and small-sized companies but not exclusively.
The FTSE 100 Index comprises the largest 100 companies and by value accounts for around 70% of the UK market, The FTSE 250, (the next 250 companies) accounts for about 25% of the market by value, and the FTSE Small Cap, FTSE Fledgling and FTSE AIM, the remainder.
The table below shows the percentage returns over 1, 3, 5, and 10 years to 31st December 2020
The JIC Portfolio ended October up 1.0%, contributing to a 6.5% return for the six months.
That is slightly better than the average for the "summer" period over the last thirteen years.
Combined with the 12.7% return of the previous six months, that amounted to 20.0% over the twelve months.
We are now entering a historically more profitable period. I will do my utmost to beat the average +8.5 % I have achieved during the "winter" period over the last 13 years.
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