The STRIDE Blog

#13 Little Acorns: 20.5% Up - Beating Major Market Indices

stride-easily-beating-major-indices-and-the-uk-housing-market-featured.jpgIt's spring in England and there is a feeling of hope and happiness popping out with the blossoms. The winter was long and harsh and it feels like finally, there is something great out there again. And I'm not just talking about the markets.


We celebrated one of our most famous ancestors this month: William Shakespeare turned 400. His "winter of discontent made glorious summer" could've been written about our turbulent economic winter and how it's somehow managed to recover, at least a bit. 

My portfolio wasn't immune to the drama of the dips, but it's done better than most at weathering the financial storms: 20.5% up after fees and my realised gains have now reached 5.7%. Sitting tight with my STRIDE companies has paid off every time so far and, while it's been nail-biting at times, I am starting to feel very safe in my choices.

Beating the FTSE 100, the S&P 500 and the UK housing market

The graph below depicts how these two major indices have fluctuated since I started Little Acorns in November 2014.

In January, the FTSE 100 dropped 13% and the S&P 500 was down 8%. These are now -3.97% and +2.97% respectively pre-fees. I'm sure there are plenty of investors out there breathing a sigh of relief at these recoveries. For me, perhaps the relief is greater as Little Acorns is easily beating both these major indices by a wide margin.

Screen_Shot_2016-04-28_at_15.46.39.pngIt's also comforting to see that I was wise to sell my rental property and pour my capital into this portfolio when I did. The property market in the south east of England is up 11.1% pre-fees since November 2014. So it's also lagging behind my Little Acorns returns by over 9%.

Screen_Shot_2016-04-28_at_15.50.23.png Portfolio update

Sold Sprue Aegis (for a small loss) and Investor AB (at around break even). Bought Innovative Properties Inc (already 126% up) and Manning & Napier Inc (2.75% up)

Detailed performance table below.

Screen_Shot_2016-04-28_at_15.43.13.png

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