Report for December 2005
December was another decent month with the FTSE100 rising 3% and our portfolio rising 2%. The Unit Value is now at 109.5, a 1% rise on the month.
Best performers in the month were WPP (up 11%) and Tesco (up 8%), with BHP Billiton and Severn Trent not far behind.
Since the July AGM Vodaphone have fallen by 14% and we need to prepare to make a decision soon about selling these shares. Apart from O2 (which appears here for the last time), there have been strong performances in the half-year from BHP Billiton and Speedy Hire. African Platinum has had a few wobbles, and has yet to show its true potential.
And 2006 is looking good already!
Labels: Monthly reports
posted by John at Friday, January 06, 2006
2 Comments:
It's high time we made a new investment. I'm inclined to suggest we speculate with another £1k on African Platinum. Any thoughts?
I think that would put too much weight into Mining/Natural resources. If we're going in that direction, there is still the bio-energy path we have started to think about.
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