Risk Warning

See foot of page.

Saturday, 8 August 2009

Review of April Ideas

In April I published investment ideas (under the usual caveats) based on analysis of fundamental values and price action. That was 4 months ago. How did those ideas perform in comparison to the index from which they were drawn?

The FTSE 350 closed at 2142 on Thursday 2nd April rising to 2,392 on July 27th. This is a rise of 250 points or 11.67%.

Over the same period the investment ideas here averaged a 24% return:

Method Pd Rtn Rel Rtn'
Safety Stock 25.21% 13.54%
Largest rise from lows 33.71% 22.04%
Stocks at 255 day high 19.05% 7.38%
Stocks near 255 day highs 13.60% 1.92%
Cheap on Forecast earnings 37.78% 26.11%
Cheap on Cashflow 27.91% 16.24%
Cheap on Book 3.77% -7.90%
Income Stock 15.19% 3.52%

0 comments:

Post a Comment