Risk Warning

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Monday, 16 November 2009

Final 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 7 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 2,772 on November 13th. This is a rise of 630 points or 29.41%.

Over the same period the investment ideas here averaged a 45% return:

Method Pd Rtn Rel Rtn
Safety Stock 53.95% 24.54%
Largest Bounce off Low 46.96% 17.55%
Stocks at / near 255 day high 41.52% 12.11%
Stocks Near 255 Day High 29.21% -0.20%
Cheap on forecast Earnings 64.85% 35.44%
Cheap on Cashflow 64.57% 35.15%
Cheap on Book 23.16% -6.26%
Income Stock 40.79% 11.38%

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