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: 30/06/2017

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 (%)
AV/ LN Equity Financials 2000 538.50 526.00 -2.32
BA/ LN Equity Industrials 1400 606.77 633.50 4.41
BBA LN Equity Industrials 4500 281.08 307.40 9.36
CSP LN Equity Consumer Discretionary 3300 335.12 341.00 1.75
HSTG LN Equity Financials 3500 297.94 313.90 5.36
HSX LN Equity Financials 1100 1119.00 1267.00 13.23
IAG LN Equity Industrials 1780 621.00 610.00 -1.77
IBST LN Equity Materials 6700 191.41 245.60 28.31
ICP LN Equity Financials 1300 838.00 832.50 -0.66
JE/ LN Equity Information Technology 1700 667.50 655.00 -1.87
JLG LN Equity Industrials 3600 307.00 303.00 -1.30
LGEN LN Equity Financials 4200 261.50 258.30 -1.22
MSLH LN Equity Materials 2800 374.99 375.00 0.00
OTB LN Equity Consumer Discretionary 2000 392.75 389.50 -0.83
SSPG LN Equity Consumer Discretionary 2500 341.28 475.80 39.42
TEF LN Equity Consumer Discretionary 2400 389.50 389.50 0.00

Greenblatt US

USD 150 000

Last Rebalancing Date: 30/06/2017

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 73.82 12.74
BA US Equity Industrials 115 183.93 197.75 7.51
BAX US Equity Health Care 230 52.00 60.54 16.42
BBY US Equity Consumer Discretionary 220 57.82 57.33 -0.85
CB US Equity Financials 100 138.46 145.38 5.00
LUV US Equity Industrials 230 58.77 62.14 5.73
MAN US Equity Industrials 170 104.82 111.65 6.52
MTG US Equity Financials 1400 11.28 11.20 -0.71
Q US Equity Health Care 120 82.79 89.50 8.10
SNC US Equity Financials 800 15.52 18.38 18.43
TTMI US Equity Information Technology 1065 17.74 17.36 -2.14
WAT US Equity Health Care 80 175.30 183.84 4.87

Levermann US

USD 150 000

Last Rebalancing Date: 30/06/2017

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 (%)
AFL US Equity Financials 170 75.28 77.68 3.19
AXP US Equity Financials 160 81.40 84.24 3.49
BXLT US Equity Health Care 177 42.40 0.00 -100.00
C US Equity Financials 210 61.51 66.88 8.73
CABO US Equity Consumer Discretionary 20 654.70 710.90 8.58
CCS US Equity Consumer Discretionary 530 24.55 24.80 1.02
FAF US Equity Financials 290 44.95 44.69 -0.58
FCPT US Equity gics.60 500 24.04 25.11 4.45
FTV US Equity Industrials 280 61.77 63.35 2.56
MTH US Equity Consumer Discretionary 310 41.35 42.20 2.06
SHW US Equity Materials 37 355.00 350.96 -1.14
TPH US Equity Consumer Discretionary 1000 13.08 13.19 0.84
TWC US Equity Consumer Discretionary 35 213.20 0.00 -100.00
UVE US Equity Financials 515 25.25 25.20 -0.20
WD US Equity Financials 210 42.95 48.83 13.69
WLH US Equity Consumer Discretionary 540 23.81 24.14 1.39
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