Well, 2019 turned out quite a ‘funny’ year where we had untold (or, more accurately, told far too much !!) political farce and a very nervous Market, yet by 31st December 2019 most Markets had rallied hard and the US Market in particular was truly incredible. To give a bit more colour to that statement, the Table below I worked out as I do every year using the Start and Finish Numbers for each Index from SharePad and this shows exactly how well the Markets performed. Please note this does not include Dividends, so for example on the FTSE100 you need to add about 4%, bringing the Total Return up to about 16% and for the FTSE250 you can add about 3% to give a Total Return of 28% - that is pretty impressive !!
Of course there are no Costs in here so in reality when you run a Portfolio you will get some drag from Costs such as the Dealing Fees and Buy/Sell Spreads and the Stamp Duty. Using ETFs you could get nearer these figures as the Costs are often extremely low (see the ‘Funds’ page of my Websites).
I am starting this Blog with a heavy heart because my Performance in 2018 was very poor (and that of my Portfolio for that matter !!). I am sure Readers can imagine how it goes where after a good Year I am enthusiastic and eager to get this Blog written but in rubbish Years it truly is a chore that I would rather not have to do !!
But of course that is silly talk and it is vitally important to stay calm and robotic and like I say on so many other aspects of Investing it is crucial to just go about the same things Day in and Day out and of course Week in and Week out and by the same manner, Year in Year out. So I will try to stay focused on the task and just get the information down on the page in a thorough and comprehensive way as I always do every Year. After all, it is just Numbers…….
Unlike last year this Blog is not too painful to write as I have had a pretty decent year and made a fair bit of dosh through all my constant and excessive hard work (ha ha Wheelie, you were down the PUB for most of 2017). As usual I will follow a similar format to the SOD Blogs of previous years (it is hard to believe this is already the 4th one I have written) and hopefully it should all be clear and make some sort of sense.
As per the usual tradition with my SOD Blogs, I will set the scene with a Table of the Major Indexes and how they fared in 2016. This is the absolute level of the Indexes and does not include Dividends which would come on top - so all in all a flippin’ good year for the Markets (as per usual, if you click on the picture it should grow so that you can actually see it):
Unlike last year after a pretty strong performance, this year I have to write the ‘Scores on the Doors’ with a heavy heart…..
2016 was awful for me - as I have written a lot over recent months, I have not really enjoyed my Investing over the last year and it became an absolute chore - the simple reason being that I never seemed to get ahead of the game and my Accounts were negative almost from the off and never turned into Positive territory. In normal years, my Portfolio soon gets into the Money and tends to build on that with various fluctuations throughout the year.
Sheesh, where did that year go? I vividly remember last year when I wrote ‘Scores on the Doors 2014’ after I had had my worst year for ages - typically just after I had started doing the WD Website and stuff and it was a pretty sobering experience (don’t worry, I have been on the Hobgoblin so I should be suitably squiffy to write tonight !!). It was a huge credit to so many of my Twitter Followers who were really understanding about my dire performance and I thank you all again for your continued faith in me.
Fortunately this year the SOTD is so much easier to write as overall my Performance has been very strong. However, before I get too cocky, my Spreadbet performance is frankly disgusting and I need to address this over 2016 - and I suppose I need to do this reasonably quickly. It annoys me because I am just peeing Cash down the drain that I could so easily be scooping up - it has costs me many £Thousands (if not more !!).
If you can cast your mind back a few days, you might be able to recall that when I posted my Blog on ‘Scores on the Doors 2014’ I promised to address things that I need to do better in 2015 - so this is the Prodigal Blog (very topical Wheelie, with all that biblical Xmas stuff.…)
So, to kick off this Blog on what I need to improve on, I am going to first of all totally ignore the purpose of this Blog and bleat on about some other nonsense - by now you must be getting a feel for my rather tangential Blogging style !!
This particular Tangent is about Perceptions and Context and Realistic Expectations. I should really have put this at the end of my ‘Scores/Doors’ Blog as it would have made a nice Conclusion bit but, alas, it was not to be.
As ever, a year is an incredibly short period of time, and I find myself penning ‘Scores on the Doors’ yet again - first time ‘officially’ on WheelieDealer website though. This will be a regular feature, and hopefully future ones will be much more pleasant for me to write.
2014 turned out to be very disappointing for my Stockmarket Investments - luckily I did well on some other Assets so I am not too upset - it just highlights the importance of Diversification. After such a stunning 2013, I entered 2014 feeling like I could do no wrong and the cash would come flowing in. This certainly was the case up until the end of March, and then all my gains evaporated (I was up 8% at that point on the year) and they never really recovered.
I will cover the performance of all my Portfolios (for details on them, please go to the ‘Trades / Portfolios’ tab of my Website) and a consolidated view. I will address what I did badly and where improvements can be made in a future Blog which should appear within the week.
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