Share Spotlight Portfolio
This £20,000 hypothetical portfolio is managed by stock market expert Peter Temple. It invests in a small number of companies and ETFs, and launched in December 2008. Peter constructs the portfolio with lower-risk investors in mind who might also be targeting a decent portfolio yield.
The portfolio aims to match, and ideally beat, the performance of the FTSE 100 index, but with lower volatility. On its third anniversary the portfolio's total return was 36.8 per cent, compared with a return of 37.5 per cent from the FTSE 100 index.
It is updated every month in Money Observer magazine. Subscribe to our email newsletter for alerts to any intra-month changes to the portfolio.
Portfolio investments start date: Friday 05 December 2008
TODAY: Sunday 05 February 2012
TIME: 04:16
| Investment | Return | Profit / Loss | % | |
|---|---|---|---|---|
| Holdings | 20,000.00 | 27,254.25 | +7,254.25 | +36.27 |
| Cash | 984.60 | |||
| Total | 20,000.00 | 28,238.85 | +8,238.85 | +41.19 |
| Name | Shares / Units | Cost | Current Value | Profit / Loss |
|---|
| Cineworld Group (CINE) | 2,500 | £2.06 | £5,400.00 | +250.00 (+4.85%) |
| Hansard Global (HSD) | 2,500 | £1.63 | £3,700.00 | -375.00 (-9.20%) |
| Lonmin (LMI) | 400 | £10.50 | £4,396.00 | +196.00 (+4.67%) |
| SSE (SSE) | 350 | £12.03 | £4,382.00 | +171.50 (+4.07%) |
| Vodafone Group (VOD) | 2,500 | £1.3067 | £4,376.25 | +1,109.50 (+33.96%) |
| JPMorgan US Smaller Co IT (JUSC) | 500 | £7.85 | £5,000.00 | +1,075.00 (+27.39%) |
Current value calculated using data at least 15 minutes delayed. Source: Interactive Investor.
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