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CIS Portfolio Q2 / H1 2017 Update

6/7/2017

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This is an update for you on the performance of the Compound Income Scores portfolio, which features on the graph under the Portfolio tab in the navigation bar and in the tables etc. accessible therein. Please see these for more detail on the numbers discussed in this post. By way of reminder or for newer readers - the Compound Income Scores Portfolio is generally made up from top decile ranking stocks from the Compound Income Scores and it is re-screened / re-balanced now on a monthly basis.

In summary, incredibly June 2017 was the first month of negative returns (-1.14%) for the portfolio since June 2016, which compares favourably with the FTSE All Share which suffered negative returns in November, January, April and June 2017 (-2.47%). That makes it 5 months out of 6 that the CIS Portfolio has outperformed this year and 9 out of 12 or 75% of the months over the last year. Thus for the quarter the CIS portfolio was up by 5.11% compared to +1.41% for the FTSE All Share. For the year to date the CIS Portfolio is +18.37% v +5.5% for the FTSE All Share.

For the sake of completeness the comparisons for the CIS Portfolio for 12 months are +41.79% versus 18.12% for the FTSE All Share. Since inception in April 2015 the CIS Portfolio is +43.29% versus +17.73% for the FTSE All Share. Since inception the CIS Portfolio has outperformed in 19 of the 27 months or 70% of the time, which is not a bad hit rate.

I hope you found this interesting and don't forget if you would like to learn more about the Compound Income Scores and how you can gain access them to help you in selecting attractive income stocks then please see the Scores tab in the navigation bar or click here to read more. Finally I don't publish details of the Portfolio, but if you would be interested in following it and gaining access to the Scores at the same time then do get in touch via the contact form and I'll see if I can come up with an offer for you.


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