Performance to 31 March 2016

I suppose I shouldn’t complain at a time when the majority of private investors and fund managers have lost money, but the share portfolio has been pretty boring recently – no shooting the lights out, just steady plodding on.

Oh well, I suppose it’s better than being down, but I hope for more movement in the coming months as some of my bets reach maturity.

Overall return: 16.5%

(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 31 March 2016	Price 31 March 2016	Return to 31 March 2016
French Con.	25.7.13	£0.3047	zero	Sold July 2015 £0.4378	44%
Caledonian T	25.7.13	£0.70	zero	£1.150	64%
Fletcher King	6.8.13	£0.30	14.25p	£0.40	81%
Northamber	22.8.13	£0.287	1.5p	£0.30	10%
Titon	5.9.13	£0.379	6.5p	£0.97	173%
Mallett	12.11.13	£0.7682	12.7p	Sold Nov 2014 £0.60	-5%
AVERAGE					61%

Mallett was bought by Stanley Gibbons in November 2014 for £0.60 per share. I sold French Connection when the only director I trusted left the company 10^th July 2015 for 43.78p.

The 2014 NCAV portfolio……….To read the rest of this article, and more like it, subscribe to my premium newsletter Deep Value Shares – click here http://newsletters.advfn.com/deepvalueshares/subscribe-1

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