Investability portfolio update: a cruel April

The portfolios stood up relatively well in tough markets – but some holdings need slicing

Photo by Joshua Woroniecki

I’m not sure why TS Eliot thought that April was the cruellest month. A Lloyds banker by trade, the poet will have been well aware that stock markets generally do quite well in April, and that it is only in May that investors should consider selling up and going away until the St Leger’s Day horse race in early September.

To keep reading sign up for an annual or monthly subscription here. If you're already a subscriber log in here.

Investability Portfolios update: February respite

February wasn't a bad month for the portfolios considering the tough market backdrop

Photo by Max van den Oetelaar

February was a fairly mixed month for the two main Investability portfolios, with the UK Quality Shares portfolio hobbling along after a very poor January and the US-heavy Atlantic portfolio losing further ground after a bad start to the year, albeit at a mercifully slower rate.

To keep reading sign up for an annual or monthly subscription here. If you're already a subscriber log in here.

Quality Shares Portfolio Updates: Wet January

A stiff drink is required after a poor performance from both portfolios last month

January was not a good month for the Quality Shares portfolios, hardly surprising as the focus on quality that had driven their performance over the years found itself very much out of fashion over the month. US technology shares, which form the bedrock of the Atlantic Portfolio, had a very difficult month despite closing out with a flourish as the likes of Microsoft and Apple reported strong earnings.

To keep reading sign up for an annual or monthly subscription here. If you're already a subscriber log in here.

The Atlantic Portfolio sails along

Five companies delivered half of the performance of the US-UK portfolio - is it time to dump the laggards...or even the winners?

US indices had a great 2021, which meant that even the very best active managers found it hard to beat the S&P 500 and the Nasdaq 100. Encouragingly, the Atlantic portfolio came closest to doing so of the benchmarks we use, delivering a total return - ex costs- of 24.6% in the year, more than 2 percentage points better than Fundsmith Equity.

To keep reading sign up for an annual or monthly subscription here. If you're already a subscriber log in here.

An introduction to the Quality Shares Portfolios

See the Invest-ability stock picking ethos in action

Photo by Luca Bravo on Unsplash

Analysing companies is only the first step - putting that into practice to make investments and building portfolios is ultimately what matters. Our website will initially have three portfolios for subscribers to follow:

To keep reading sign up for an annual or monthly subscription here. If you're already a subscriber log in here.