Wednesday, 2 January 2013

Portfolio End of Year Review 2012

The Team Dave Fund of Fun-ness had a half decent year in 2012. Of course, this was part of a general uplift in the world economy, but at least I didn't have another disaster like 2011.

Overall, my ISA fund is up 9.79% this year. Not a massive result but fairly pleasing (considering last year's -25% figure).

In comparison the FTSE 100 was up 5.84% for 2012. However, that probably isn't too valid to my fund as although I have some UK shares, there is also plenty of emerging and global trusts and funds in there too. Probably best to compare it with a World Index which is up 9.52%. So I'm basically tracking a global uplift.

If investing weren't so much fun the obvious thing to do here would be to just buy a World Index tracker fund or ETF like the iShares MSCI World. But then you wouldn't get the buzz of those lovely dividends and worrying about share prices, dodgy company management, new equity issues, etc. Actually the more you think about it the better it sounds.

Here's my tiny fund as it stood on Dec 31, 2012. Still slightly under water following the crash but making gains now on a regular basis.