2021 12 months-end portfolio evaluation – UKValueInvestor


One other yr has whizzed by and so, inevitably, it’s time for buyers up and down the land to evaluation their portfolio’s efficiency over the past 12 months and past.

In my case, I’m going to evaluation the UK Dividend Shares Mannequin Portfolio, which I arrange in 2011.

It’s a digital portfolio that I handle utilizing ShareScope’s portfolio device and it holds precisely the identical shares as my real-world portfolio, with roughly the identical place sizes.

That is, considerably clearly, a dividend-focused portfolio, so it invests in a various basket of 20-30 high quality UK dividend shares that I feel are buying and selling at a cloth low cost to honest worth.

The portfolio reinvests all dividends and is benchmarked towards the Vanguard All-Share Unit Belief (accumulation), which tracks the FTSE All-Share. Each portfolios had been launched with 50,000 digital kilos in March 2011.

You’ll be able to learn the total evaluation on my new web site:

UK Dividend Shares Portfolio: 2021 Full 12 months Assessment…

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