The STRIDE Blog

STRIDE Performance Review: November '15

stride-blog-stride-consistently-beats-the-market-featured.jpgWe've set up a series of model portfolios in STRIDE. We buy and sell the stocks in every major Global market as STRIDE tells us to and this series of posts tracks our progress. Each portfolio opened with $100k on 1st November 2012. Every month, we compare the current value of our portfolios with how much $100k would be worth had we simply followed Warren Buffett's advice and invested it in an index tracker.


2015 has been one of the most volatile years on record for the Global markets. Analysts are predicting that higher levels of volatility are going to become the norm, with swift, steep rises and equally sharp declines in share prices happening increasingly frequently.

Volatility is only to be expected, and dips and peaks can offer excellent buying and selling opportunities. Most importantly, as our model portfolios show, a few volatile weeks or even months make no difference to gains made by diversified value stocks in the long term.

STRIDE Global vs S&P 500, FTSE 100 and Euro 600

STRIDE Global: our original $100,000 is now worth $188,480. 

 We are beating this region by an average of $57,480.

SG_11.12.pngIf we'd have invested in the S&P 500, we'd now have $146,960; the FTSE would give us $107,890; and our investment in the Euro 600 would now be worth $138,140.

We currently hold 22 stocks in our Global portfolio. In the last month, we have received no dividend payments. 1 buy, 1 sell.

STRIDE US vs S&P 500, Dow Jones and Russell 2000

STRIDE US: our original $100,000 is now worth $203,980.

We are beating this region by an average of $62,300.

SUS_11.12.pngIf we'd have put our money into the S&P 500, it would now be worth $146,960; invested in the Dow Jones, it would now be $136140; and in the Russell 2000 our investment would now be worth $141,950.

We currently hold 18 stocks in our US portfolio. In the last month, we have received dividend payments of $170. No buys or sells.

STRIDE UK vs FTSE 100, FTSE AIM and FTSE 350

STRIDE UK: our original $100,000 is now worth $164,070.

We are beating this region by an average of $55,430.

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Our money invested in the FTSE 100 would now be worth $107,890; in the FTSE AIM, it would have risen to $105,460; and had we opted for the FTSE 350, we would now have $112,580. 

We currently hold 21 stocks in our UK portfolio. In the last month we've received dividend payments of $954.91. 4 buys, 1 sell.

STRIDE ASIA vs Hang Seng, Nikkei and ASX

STRIDE ASIA: our original $100,000 is now worth $154,220.

We are beating this region by an average of $11,310.

SA_11.12.pngInvesting in the Hang Seng would have pushed our money up to $102,130; in the Nikkei, our investment would now be worth $210,250; and our money in the ASX would now be worth $116,350.

We currently hold 24 stocks in our ASIA portfolio. In the past month, we've received dividend payments of $333.99. 1 buy, 1 sell.

STRIDE Europe vs DAX, Euro 600 and FTSE 100

STRIDE Europe: our original $100,000 is now worth $180,390.

We are beating this region by an average of $48,480.

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If our money was invested in the DAX, it would be worth $149,690; had we gone for the Euro 600, we would now have $138,140; and invested in the FTSE 100, our money would now be worth $107,890.

We currently hold 21 stocks in our Europe portfolio. In the past month, we've received no dividend payments. No buys or sells.

You’ll find lots of information about 3D value investing and how we apply our principles to the platform in our library. You might also want to check out a live portfolio, Little Acorns, which is 10.53% up after its first year.

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3D Value Investing: Triangulating The Best Investment Targets

3D Value Investing uncovers the best businesses for investment, the fair value of those businesses and the best times to buy in and sell out. This approach to long-term investing results in higher returns with lower risk.

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