Momentum portfolio update end September 2016
Momentum Portfolio update
Update for the period ending 30 September 2016.
Find the portfolio details, methodology and previous returns here.
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.
Momentum portfolio as at close 30 September 2016
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.
Simon
