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: 16/02/2017

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 (%)
BA/ LN Equity Industrials 2600 565.42 604.00 6.82
BBA LN Equity Industrials 3000 267.12 304.80 14.11
BEZ LN Equity Financials 3300 397.55 424.40 6.75
IBST LN Equity Materials 6700 191.41 194.90 1.82
MNDI LN Equity Materials 790 1707.96 1857.00 8.73
NICL LN Equity Consumer Staples 600 1479.70 1630.00 10.16
SGRO LN Equity gics.60 2000 463.39 498.90 7.66
SRP LN Equity Industrials 10000 126.16 147.10 16.60
SSPG LN Equity Consumer Discretionary 2500 341.28 406.80 19.20
STJ LN Equity Financials 1000 1020.50 1085.00 6.32
SYNT LN Equity Materials 2000 369.80 448.50 21.28
VSVS LN Equity Industrials 2200 405.00 462.40 14.17
WOS LN Equity Industrials 210 4347.00 4990.00 14.79
ZPG LN Equity Information Technology 2500 354.30 379.90 7.23

Greenblatt US

USD 150 000

Last Rebalancing Date: 16/02/2017

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 190 65.48 69.10 5.53
AXL US Equity Consumer Discretionary 430 20.96 19.81 -5.49
BLBD US Equity Industrials 540 16.78 16.90 0.72
CC US Equity Materials 350 25.85 32.42 25.42
CDK US Equity Information Technology 300 60.75 64.40 6.01
HII US Equity Industrials 45 196.00 211.38 7.85
LEA US Equity Consumer Discretionary 100 139.30 140.79 1.07
MAN US Equity Industrials 100 89.70 95.58 6.56
MASI US Equity Health Care 160 62.06 81.81 31.82
NDSN US Equity Industrials 100 98.73 119.01 20.54
THO US Equity Consumer Discretionary 170 105.10 110.34 4.99
TXN US Equity Information Technology 240 73.12 75.87 3.76
WNC US Equity Industrials 400 16.11 20.65 28.18
WRK US Equity Materials 550 51.84 53.66 3.51

Levermann US

USD 150 000

Last Rebalancing Date: 16/02/2017

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 69.10 16.06
BXLT US Equity Health Care 177 42.40 0.00 -100.00
CCS US Equity Consumer Discretionary 670 22.11 23.30 5.38
CSX US Equity Industrials 210 29.04 47.59 63.88
DFS US Equity Financials 130 70.24 70.08 -0.23
ENVA US Equity Financials 910 12.50 14.65 17.20
KEYS US Equity Information Technology 240 37.26 37.15 -0.30
RGA US Equity Financials 80 111.01 128.10 15.40
RJF US Equity Financials 115 77.92 78.63 0.91
RNR US Equity Financials 75 123.00 145.22 18.07
ROL US Equity Industrials 300 31.98 36.89 15.35
SNI US Equity Consumer Discretionary 210 74.79 76.69 2.54
SYMC US Equity Information Technology 400 25.12 28.33 12.78
TMK US Equity Financials 200 69.38 76.85 10.77
TTC US Equity Industrials 250 56.00 60.34 7.75
TWC US Equity Consumer Discretionary 35 213.20 0.00 -100.00
UHAL US Equity Industrials 17 383.38 382.23 -0.30
UNM US Equity Financials 240 37.13 48.37 30.27
WLK US Equity Materials 260 61.11 61.45 0.56
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