Momentum portfolio update end September 2016
Update for the period ending 30 September 2016.
For the seven months ending September (remember we enter the new portfolio on 1 March) the return is -0.1% including all costs and dividends receive. Below is a screenshot of the portfolio.
The benchmark returns since 1 March 2016 are;
- Top40 +3.7%
- MidCap +3.5%
- Momentum Portfolio -0.1%
Our momentum portfolio is behind both benchmarks.
Since inception on 1 January 2013 the momentum portfolio and benchmark returns are;
- Top40 +30.1%
- MidCap +24.4%
- Momentum Portfolio +54.4%
So winning since inception.