meetinvest portfolios

  • A proverb says “the proof of the pudding is in the eating” meaning you can only say something is a success after it has been tried and tested. We are eating our own pudding and have invested our own money into several selected portfolios.
  • Users can monitor how these portfolios do on a day-to-day basis, and can if they desire, copy what we do or create their own portfolio to share with other users.

All-Expert UK

GBP 200 000

Last Rebalancing Date: 23/03/2017

meetinvest Live Portfolio Performance (Before transaction costs and taxes)

Data source: Bloomberg, Calculations: meetinvest

Disclaimer

Past performance is not necessarily indicative of future results. No representation is being made that any action will achieve profits or losses similar to those displayed.

Excess Return

Data source: Bloomberg, Calculations: meetinvest

Disclaimer

Past performance is not necessarily indicative of future results. No representation is being made that any action will achieve profits or losses similar to those displayed.

Holdings

Ticker Sector # Price bought Yesterday Price Diff (%)
888 LN Equity Consumer Discretionary 4000 232.29 261.00 12.36
BA/ LN Equity Industrials 1400 565.42 656.00 16.02
BBA LN Equity Industrials 3000 267.12 308.40 15.45
BEZ LN Equity Financials 3300 397.55 435.80 9.62
FEVR LN Equity Consumer Staples 550 1345.00 1474.00 9.59
GFRD LN Equity Industrials 600 1558.55 1543.00 -1.00
HEAD LN Equity Consumer Discretionary 1600 606.00 622.00 2.64
HSX LN Equity Financials 1100 1119.00 1101.00 -1.61
IBST LN Equity Materials 6700 191.41 216.90 13.32
MNDI LN Equity Materials 790 1707.96 1941.00 13.64
NICL LN Equity Consumer Staples 600 1479.70 1845.00 24.69
SPX LN Equity Industrials 220 4485.00 4801.00 7.05
SSPG LN Equity Consumer Discretionary 2500 341.28 408.30 19.64
SVS LN Equity gics.60 1100 877.40 917.50 4.57
SVT LN Equity Utilities 420 2324.00 2430.00 4.56
SYNT LN Equity Materials 2000 369.80 465.20 25.80
VSVS LN Equity Industrials 2200 405.00 528.50 30.49

Greenblatt US

USD 150 000

Last Rebalancing Date: 23/03/2017

meetinvest Live Portfolio Performance (Before transaction costs and taxes)

Data source: Bloomberg, Calculations: meetinvest

Disclaimer

Past performance is not necessarily indicative of future results. No representation is being made that any action will achieve profits or losses similar to those displayed.

Excess Return

Data source: Bloomberg, Calculations: meetinvest

Disclaimer

Past performance is not necessarily indicative of future results. No representation is being made that any action will achieve profits or losses similar to those displayed.

Holdings

Ticker Sector # Price bought Yesterday Price Diff (%)
AAPL US Equity Information Technology 100 139.03 140.92 1.36
APH US Equity Information Technology 190 65.48 70.90 8.28
BLBD US Equity Industrials 540 16.78 16.55 -1.37
CC US Equity Materials 150 25.85 34.51 33.50
CDK US Equity Information Technology 150 60.75 65.13 7.21
GT US Equity Consumer Discretionary 250 36.35 35.96 -1.07
HII US Equity Industrials 45 196.00 207.94 6.09
LEA US Equity Consumer Discretionary 50 139.30 137.48 -1.31
MAN US Equity Industrials 90 94.20 99.87 6.02
MASI US Equity Health Care 80 62.06 92.96 49.79
NDSN US Equity Industrials 100 98.73 123.03 24.61
PGEM US Equity Industrials 500 17.85 19.30 8.12
SWKS US Equity Information Technology 90 98.10 96.50 -1.63
TXN US Equity Information Technology 120 73.12 80.67 10.33
WNC US Equity Industrials 400 16.11 20.53 27.44

Levermann US

USD 150 000

Last Rebalancing Date: 23/03/2017

meetinvest Live Portfolio Performance (Before transaction costs and taxes)

Data source: Bloomberg, Calculations: meetinvest

Disclaimer

Past performance is not necessarily indicative of future results. No representation is being made that any action will achieve profits or losses similar to those displayed.

Excess Return

Data source: Bloomberg, Calculations: meetinvest

Disclaimer

Past performance is not necessarily indicative of future results. No representation is being made that any action will achieve profits or losses similar to those displayed.

Holdings

Ticker Sector # Price bought Yesterday Price Diff (%)
APH US Equity Information Technology 150 59.54 70.90 19.08
APO US Equity Financials 480 23.71 23.50 -0.89
BXLT US Equity Health Care 177 42.40 0.00 -100.00
DFS US Equity Financials 130 70.24 67.42 -4.01
MFA US Equity Financials 1200 8.17 8.15 -0.24
RAI US Equity Consumer Staples 160 62.20 62.28 0.13
RGA US Equity Financials 80 111.01 125.78 13.31
RJF US Equity Financials 115 77.92 74.85 -3.94
RNR US Equity Financials 75 123.00 146.53 19.13
SNI US Equity Consumer Discretionary 110 74.79 78.25 4.63
SYMC US Equity Information Technology 400 25.12 30.70 22.21
TMK US Equity Financials 100 69.38 76.56 10.35
TTC US Equity Industrials 130 56.00 61.23 9.34
TWC US Equity Consumer Discretionary 35 213.20 0.00 -100.00
UHAL US Equity Industrials 17 383.38 373.25 -2.64
UNM US Equity Financials 240 37.13 46.07 24.08
WD US Equity Financials 230 42.54 42.94 0.94
WLK US Equity Materials 100 61.11 65.24 6.76
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