April 2017: Portfolio Update

April showers bring a small loss of -0.52% in the month, but still ahead of the FTSE 100's -1.63%.

Strange to see no transactions this month, not a single dividend coming in from my reduced holding portfolio.

Merchant Adventurer's Index
			Forecast	1 month	YTD	76 mth
	Price	% holding	Div. yield	% gain	% gain	% gain
Aviva	524.50p	14.34%	4.02%	-1.41%	1.65%	44.97%
National Grid	1000.00p	16.60%	4.48%	-1.33%	5.09%	80.83%
BP	442.50p	10.40%	5.90%	-3.29%	-13.17%	4.57%
Apple **	$143.65	8.76%	1.18%	-2.94%	18.31%	205.20%
Lloyds	69.20p	21.15%	0.00%	4.34%	10.70%	17.19%
Berkeley Group	3258.00p	10.01%	0.00%	1.59%	16.03%	38.89%
Imperial Brands	3782.00p	4.00%	3.71%	-2.20%	6.76%	67.42%
BAT	5215.00p	3.73%	2.99%	-1.60%	12.84%	55.47%
Vodafone	199.05p	2.05%	5.92%	-4.35%	-0.40%	-21.11%
SSE	1391.00p	1.45%	6.59%	-5.76%	-10.43%	13.55%
Royal Dutch Shell	2070.00p	2.42%	1.08%	-6.84%	-11.63%	-24.35%
Cash		5.10%	0.00%
		100.00%	2.54%
				1 month	YTD	76 mth
Virtual Portfolio gain (incl. Dividends)
- 1 month gain   2409.54	2423.19			-0.52%
- YTD gain         2248.97	2423.19				5.87%
- 76 month gain 1264.20	2423.19					91.68%
- 88 month gain 1000.00	2423.19					142.32%
Unit Price - £	2.42319	(Starting price - £1)
FTSE gain (excl. Dividends)
- 1 month gain   7322.90	7203.90			-1.63%
- YTD gain         7142.80	7203.90				0.86%
- 76 month gain 5971.01	7203.90					20.65%
- 88 month gain 5412.88	7203.90					33.09%