Right so taking a look at my little "following Woodford" experiment I can see that, although now comfortably positive with a gain of 7.77%, the 3 picks option continues to lag the mainstream commercial options by a 10% margin.
This follows the mixed success of the change from Vodafone to BT which has been at unfavourable terms.
The other main impact to the experiments success has been the increasing influence of Rolls-Royce on the two Neil Woodford managed options. And, Rolls-Royce now sits within the Invesco Perpetual High Income Funds Top 10 holdings at around 4.08%.
The irony is certainly not lost on me when I see that Rolls-Royce forms a significant part of my own portfolio's success.
Anyway, no other transactions this month so little else to report.
| Shares | Price | £Value | %Gain | |||
| Inv. Perp. High Income | 1110.14 | 6.37 | 7068.29 | 17.80% | ||
| Residue | 0.00 | |||||
| Dividends | ||||||
| Total | 6000 | 7068.29 | 17.80% | |||
| Edinburgh Investment Trust | 1182.00 | 5.72 | 6761.04 | 12.68% | ||
| Residue | 0.43 | |||||
| Dividends | 260.04 | |||||
| Total | 6000 | 7021.51 | 17.03% | |||
| 3 Picks | ||||||
| BAT | 61.00 | 35.27 | 2151.47 | 7.57% | ||
| Glaxo | 138.00 | 15.39 | 2123.13 | 6.16% | ||
| Vodafone | 1191.00 | 0.00 | ||||
| BT | 788.00 | 2.78 | 2190.64 | -0.09% | ||
| Residue | 0.00 | |||||
| Dividends | 1.05 | |||||
| Total | 6000 | 6466.29 | 7.77% | |||
| Transactions in the month: | |||||||||
| Invesco Perp. High Income | N/A | ||||||||
| Edinburgh Inv. | |||||||||
| 3 Picks | |||||||||
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| Click to enlarge, close to return, |
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Note: Unlike my Portfolio updates (Portfolio Updates.) which reflects an actual investment portfolio, "following" Woodford is an experimental strategy and a virtual portfolio.
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