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: 08/09/2017

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 (%)
BIFF LN Equity Industrials 8000 236.77 237.75 0.41
BVS LN Equity Consumer Discretionary 1050 1064.00 1116.00 4.89
FEVR LN Equity Consumer Staples 600 1714.00 2455.00 43.23
KAZ LN Equity Materials 750 546.00 800.50 46.61
MSLH LN Equity Materials 2800 374.99 434.00 15.74
NXG LN Equity Financials 1600 680.50 662.00 -2.72
RDW LN Equity Consumer Discretionary 1800 630.00 628.50 -0.24
SN/ LN Equity Health Care 800 1333.00 1407.00 5.55
SPX LN Equity Industrials 195 5700.00 5775.00 1.32
TEF LN Equity Consumer Discretionary 2400 389.50 395.00 1.41
WJG LN Equity gics.60 10500 203.96 215.25 5.54

Greenblatt US

USD 150 000

Last Rebalancing Date: 08/09/2017

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 80.52 22.97
BA US Equity Industrials 75 237.85 238.78 0.39
BAX US Equity Health Care 230 52.00 63.28 21.69
CCL US Equity Consumer Discretionary 300 68.54 65.57 -4.33
GLPI US Equity gics.60 533 38.53 38.42 -0.29
LOPE US Equity Consumer Discretionary 160 81.70 79.85 -2.26
MCD US Equity Consumer Discretionary 85 157.04 159.71 1.70
RCL US Equity Consumer Discretionary 110 121.08 117.45 -3.00

Levermann US

USD 150 000

Last Rebalancing Date: 08/09/2017

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 120 162.27 158.63 -2.24
AFL US Equity Financials 170 75.28 81.18 7.84
AXP US Equity Financials 160 81.40 84.25 3.50
BXLT US Equity Health Care 177 42.40 0.00 -100.00
C US Equity Financials 210 61.51 66.17 7.58
CABO US Equity Consumer Discretionary 20 654.70 744.09 13.65
PHM US Equity Consumer Discretionary 550 24.80 25.76 3.87
TWC US Equity Consumer Discretionary 35 213.20 0.00 -100.00
WM US Equity Industrials 300 76.33 77.12 1.03
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