The starting capital for the shares portfolio was £36,000 and the starting capital for this portfolio was £28,000 - a combined total therefore of £64,000.
Although this is demonstration portfolio, it largely mirrors my own holdings.
My demonstration portfolio has now been running for 4.5 years. Many of the investment trusts have been there from the start - City of London, Aberforth, Edinburgh etc.
The main development over the past 18m or so has been the introduction of the passive Vanguard funds and the decision to abandon the individual higher yield shares, although a couple still remain.
The portfolio has been on the rise over the first few months of 2017. So, how have the various investments fared and are my investment trusts adding additional value compared against my Vanguard trackers?
The only investment to have lost ground in 2017 is Blackrock Commodities however it is the smallest holding by value and also, as it gained 69% last year, I am not too troubled.
There has therefore been a little more progress since 1st January. The value of the combined portfolios at the start of 2017 was £85,398 compared to the current value of £92,244 - a rise of £6,846 and total return of 8.0% year to date.
The total return for the FTSE All Share index is 8.2%.
Here is the combined portfolio
|Portfolio to 9th June 2017|
(click to enlarge)