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: 16/11/2017

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 (%)
AAL LN Equity Materials 850 1310.50 1427.50 8.93
AHT LN Equity Industrials 700 1806.00 1904.00 5.43
BIFF LN Equity Industrials 8000 236.77 253.25 6.96
BRW LN Equity Financials 3000 361.70 340.40 -5.89
FORT LN Equity Materials 6500 282.35 279.00 -1.19
JE/ LN Equity Information Technology 1500 723.50 789.00 9.05
MSLH LN Equity Materials 4200 400.09 460.00 14.97
SGE LN Equity Information Technology 1500 738.00 755.00 2.30
SGRO LN Equity gics.60 2100 531.50 560.00 5.36

Greenblatt US

USD 150 000

Last Rebalancing Date: 16/11/2017

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 (%)
AGR US Equity Utilities 250 51.31 52.00 1.34
APH US Equity Information Technology 190 65.48 89.31 36.39
BA US Equity Industrials 40 237.85 263.70 10.87
EVBG US Equity Information Technology 470 27.90 26.50 -5.02
KEYS US Equity Information Technology 320 41.01 43.90 7.05

Levermann US

USD 150 000

Last Rebalancing Date: 16/11/2017

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 84.31 12.00
BXLT US Equity Health Care 177 42.40 0.00 -100.00
CPT US Equity gics.60 140 92.70 94.32 1.75
FAF US Equity Financials 200 50.16 54.78 9.21
MTG US Equity Financials 1050 12.49 14.33 14.73
PHM US Equity Consumer Discretionary 550 24.80 31.90 28.63
SAFM US Equity Consumer Staples 85 153.04 165.18 7.93
SMG US Equity Materials 130 100.98 97.96 -2.99
TWC US Equity Consumer Discretionary 35 213.20 0.00 -100.00
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