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: 25/05/2017

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 232.29 285.00 22.69
BA/ LN Equity Industrials 1400 606.77 663.00 9.27
BBA LN Equity Industrials 4500 281.08 317.50 12.96
FEVR LN Equity Consumer Staples 550 1345.00 1728.00 28.48
HEAD LN Equity Consumer Discretionary 1600 606.00 618.00 1.98
HMSO LN Equity gics.60 1500 594.50 581.00 -2.27
HSTG LN Equity Financials 3500 284.30 317.30 11.61
HSX LN Equity Financials 1100 1119.00 1216.00 8.67
IBST LN Equity Materials 6700 191.41 238.00 24.34
MNDI LN Equity Materials 790 1707.96 2021.00 18.33
NICL LN Equity Consumer Staples 1200 1599.90 1797.00 12.32
PSN LN Equity Consumer Discretionary 420 2307.00 2440.00 5.77
QQ/ LN Equity Industrials 4850 292.20 317.10 8.52
RDW LN Equity Consumer Discretionary 1950 506.40 568.50 12.26
SFE LN Equity Industrials 4600 316.98 300.00 -5.36
SPX LN Equity Industrials 220 4485.00 5750.00 28.21
SSPG LN Equity Consumer Discretionary 2500 341.28 484.30 41.91
SVS LN Equity gics.60 1700 903.38 894.00 -1.04
SYNT LN Equity Materials 3200 416.45 501.00 20.30
VSVS LN Equity Industrials 2700 535.00 577.00 7.85

Greenblatt US

USD 150 000

Last Rebalancing Date: 25/05/2017

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 100 139.03 153.87 10.67
APH US Equity Information Technology 190 65.48 74.57 13.88
BA US Equity Industrials 80 180.50 187.07 3.64
BAX US Equity Health Care 230 52.00 59.14 13.73
BR US Equity Information Technology 180 73.09 75.78 3.68
CB US Equity Financials 100 138.46 142.76 3.11
GPN US Equity Information Technology 120 82.03 92.37 12.61
KLAC US Equity Information Technology 110 96.38 104.85 8.79
LEA US Equity Consumer Discretionary 90 144.29 144.96 0.46
LUV US Equity Industrials 230 58.77 60.92 3.66
MTG US Equity Financials 600 10.80 10.78 -0.19
Q US Equity Health Care 120 82.79 84.70 2.31
SNC US Equity Financials 800 15.52 17.02 9.66
SWKS US Equity Information Technology 90 98.10 106.04 8.09
SXT US Equity Materials 130 83.00 80.39 -3.14
WAT US Equity Health Care 110 165.58 178.60 7.86

Levermann US

USD 150 000

Last Rebalancing Date: 25/05/2017

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 (%)
APO US Equity Financials 480 23.71 27.65 16.62
BXLT US Equity Health Care 177 42.40 0.00 -100.00
C US Equity Financials 210 61.51 61.95 0.72
CABO US Equity Consumer Discretionary 20 654.70 702.00 7.22
CCS US Equity Consumer Discretionary 270 22.60 25.55 13.05
DCI US Equity Industrials 380 46.45 46.83 0.82
FCPT US Equity gics.60 500 22.94 24.27 5.80
FTV US Equity Industrials 180 60.52 63.64 5.16
RAI US Equity Consumer Staples 160 62.20 66.76 7.33
RTN US Equity Industrials 30 156.98 163.11 3.90
SILC US Equity Information Technology 230 47.40 50.29 6.10
TTC US Equity Industrials 250 58.88 66.46 12.87
TWC US Equity Consumer Discretionary 35 213.20 0.00 -100.00
V US Equity Information Technology 120 92.38 95.04 2.88
VICR US Equity Industrials 600 16.49 17.60 6.73
WAT US Equity Health Care 105 164.42 178.60 8.62
WD US Equity Financials 210 42.95 46.97 9.36
WLH US Equity Consumer Discretionary 400 23.74 23.08 -2.78
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