2021 12 months-end portfolio assessment – UK Worth Investor


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

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

It’s a digital portfolio that I handle utilizing ShareScope’s portfolio software 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 fabric low cost to truthful 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 possibly can learn the total assessment over on my new web site:

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Creator: John Kingham

I cowl each the idea and follow of investing in high-quality UK dividend shares for long-term revenue and development.

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