Money Observer’s 2018 Dogs of the Footsie are proving their pedigree once again. As at 1 May, the portfolio of unloved companies that we lined up in February was ahead of the index in a quite volatile quarter, even though some of the Dogs have failed to keep up with the pack.
Our portfolio spans many sectors, from utilities to telecoms, financials retailers, and drug companies to tobacco firms.
Crisis at Capita neutered the Dogs over the past year, but the pack is still well ahead of the Footsie over the longer term.
While fallout from the Brexit vote showed one downside of open-ended property funds, there are many more says David Budworth.
David Budworth navigates the Aim market to assess the risks and opportunities for investors in search of capital growth and more.
With the portfolio lagging the return on the FTSE All-Share index, we add some cyclical spice to the mix but without threatening future income streams.
The rotation out of bonds into equities has lifted stocks, but there are losers such as National Grid with its bond-like characteristics.
Overseas earners and infrastructure stocks are good places to invest to offset sterling weakness.
Find the cheapest and most expensive Isa providers for various pot sizes with our colour-coded tables.
The past two months have proved a testing time for the portfolio. With an uncertain UK economy we have largely resisted the urge to tinker.