Portfolio review: the last 18 months
The last 18 months have been tough, but I think my secret weapon is going to help turn things around.
It’s been a while since I updated you lovely people with a look at my own personal portfolio performance.
But first, let’s see what we’ve all been up against.
S&P 500: This was very strong last year, but weak in H1 2022:
Total return for the S&P 500 (US dollars):
2021: +28.7%
H1 2020: minus 20%
18-month return: +3%
FTSE All-Share: the banks and oilers in the FTSE have done very well over the past 18 months, making this index a formidable challenge:
Total return for the FTSE All-Share:
2021: +18.3%
H1 2022: minus 4.6%
18-month return: +12.9%
AIM All-Share: this should be much easier to beat, seeing as the valuations of small companies have been crushed:
2021: +5.2%
H1 2022: minus 28%.
18-month return: minus 24.3%
(This excludes dividends, but dividends are unlikely to make a big difference in this case.)
Which index should we use as our benchmark? Take your pick!
My own portfolio contains all three, so I’ll use all of them.
You might prefer something else, like the MSCI World (a global index).
Now let’s show you my portfolio performance over the past 18 months, warts and all.
When I’m done, I’ll reveal the secret weapon that I think is going to turn my performance around.