How are my share choices doing?

The half-way mark for the year seems like a good time to look at the performances of the shares I’ve selected since starting the Newsletters.

(Some of you have joined us recently so, in case you are not familiar with them, I briefly describe the criteria for my portfolios following the portfolio performance tables.)

The 2013 NCAV portfolio

Company	Purchase date	Purchase price	Divs to 30 June 2017	Price 30 June 2017	Return to 30 June 2017
French Con.	25.7.13	£0.3047	zero	Sold July 2015 £0.4378	44%
Caledonian T	25.7.13	£0.70	zero	£1.36	94%
Fletcher King	6.8.13	£0.30	14.25p	Sold June 2016 for 46p	101%
Northamber	22.8.13	£0.287	1.6p	Sold Oct 2016 £0.303	11%
Titon	5.9.13	£0.379	6.5p	Sold May 2016 £1.06	197%
Mallett	12.11.13	£0.7682	12.7p	Sold Nov 2014 £0.60	-5%
AVERAGE					74%

The 2014 NCAV portfolio

Company	Purchase date	Purchase price	Divs to 30 June 2017	Price 30 June 2017	Return to 30 June 2017
Holders Tech	10.10.14 & 3.11.14	£0.47	1p	Sold March 2017 £0.33	-28%
Airea	4.11.14	£0.1195	0.9p	Sold Sept 2016 £0.309	166%
Northamber	17.11.14	£0.4265	0.7p	Sold Oct 2016 £0.303	-27%
Caledonian T	30.12.14	£1.39	zero	£1.36	-2%
AVERAGE					27%

The 2015 NCAV portfolio

Company	Purchase date	Purchase price	Divs to 30 June 2017	Price 30 June 2017	Return to 30 June 2017
PV Crystalox	15.1.15	£0.122	zero	Sold Dec 2016 £0.237	94%
Arden Partners	1.9.15	£0.422	zero	£0.40	-5%
Northamber	4.9.15	£0.443	0.4p	Sold Dec 2016 £0.303	-31%
AVERAGE					19%

The Buffett-style portfolio

This type of share is rarer than the others, and so I will combine all years. Unfortunately I have only one company so far – I’m working on it though.

Company	Purchase date	Purchase price	Divs to 30 June 2017	Price 30 June 2017	Return to 30 June 2017
Dewhurst	9.4.14	£3.18	33p	£4.70	58%
AVERAGE					58%

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