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August 2016 – Running P&L and Portfolio Analysis

Disclaimer: Shareinvestors is not authorised by the Financial Conduct Authority to give investment advice. Terms such as ‘Buy’, ‘Sell’ and ‘Hold’ are not recommendations to buy, sell or hold securities, these statements and other statements made by the author have the meaning only to express the author’s personal views on the quality of a security. Independent financial advice from an authorised investment professional should always be sought before making investments. CAPITAL AT RISK. Full Disclaimer here.


In the interests of absolute transparency I record all my trades and produce a P&L of all of my share tips.

I will also continue to state my positions at the end of all company specific articles too.

A) August 2016 ROLLING P&L

Here is the P&L as at 31st August 2016, which assumes you had taken a long/short position on my recommendation on the date of the article with £1,000 capital at risk. I do not always take exposures in all of the stocks I tip due to risk management purposes, i.e. not placing too much capital in one area. I may also have higher or lower exposure to individual stocks so this is not my actual gain/loss.

 

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In summary FTSE100 delivered 0.91%, versus portfolio return of 6.88% over the same period.

B) PORTFOLIO ANALYSIS

Not updated this month.

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My Trade

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