Portfolio and performance

It is somewhat difficult to track my performance effectively as I am currently adding new funds to the portfolio (so performance looks inflated). I hope to resolve this properly by creating a bespoke spreadsheet when I have the time but as a temporary solution I have created a fantasy fund on Stockopedia to track my performance (which somewhat under represents true performance and does not include dividends).

MY PORTFOLIO

My actual portfolio contains the same shares in similar proportions but is worth a bit less (about £160k at time of writing).

My goal is to substantially outperform what I believe are suitable benchmarks over the medium and long run. I use the FTSE100 as my default benchmark for tracking on an ongoing basis as I think it is a reasonable counterfactual to what I might do if I did not invest actively. However, I also intend to periodically review against other more challenging benchmarks, such as the top Stockrank shares on Stockopedia every year or so. These may be a more accurate reflection of what I might use as a lower effort alternative to my own approach.

Here is a review of my performance for 2016 (well strictly from 13 Feb to 13 Feb for convenience as that’s the time of writing).