The STRIDE Blog

STRIDE Performance Review: April '16

stride-march-performance-review-of-stride-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.

2016 has been a very interesting year, as January kicked us off with various market fluctuations in the US and China’s bear market caused ripples throughout the investing world. Apple is also showing signs of potential weakness for the first time in a long time, and Disney has been left in a confused state after the announcement of runner up-CEO Tom Staggs’ resignation. Yet, the STRIDE engine has seemed to make the most of this and is soaring ahead of the market.

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

STRIDE Global: our original $100,000 is now worth $214,840. 

 We are beating this region by an average of $87,500.

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If we'd have invested in the S&P 500, we'd now have $147,690; the FTSE would give us $107,560; and our investment in the Euro 600 would now be worth $126,760.

We currently hold 34 stocks in our Global portfolio. In the last month, we have received 2 dividend payments of $175.03. 2 buys, 1 sell.

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

STRIDE US: our original $100,000 is now worth $149,290.

We are beating this region by an average of $7,990.

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If we'd have put our money into the S&P 500, it would now be worth $147,420; invested in the Dow Jones, it would now be $138,010; and in the Russell 2000 our investment would now be worth $138,470.

We currently hold 26 stocks in our US portfolio. In the last month, we have received 5 dividend payments of $243.46. No buy, no sell. 

STRIDE UK vs FTSE 100, FTSE AIM and FTSE 350

STRIDE UK: our original $100,000 is now worth $139,060.

We are beating this region by an average of $31,860.

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Our money invested in the FTSE 100 would now be worth $106,720; in the FTSE AIM, it would have risen to $105,610; and had we opted for the FTSE 350, we would now have $109,280. 

We currently hold 20 stocks in our UK portfolio. In the last month we've received 5 dividend payments of $626.78. 2 buys, 1 sell.

STRIDE ASIA vs Hang Seng, Nikkei and ASX

STRIDE ASIA: our original $100,000 is now worth $165,670.

We are beating this region by an average of $33,160.

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Investing in the Hang Seng would have pushed our money down to $97,700; in the Nikkei, our investment would now be worth $184,620; and our money in the ASX would now be worth $116,210.

We currently hold 37 stocks in our ASIA portfolio. In the past month, we've received 3 dividend payments of $268.70. 1 buy, no sell.

STRIDE Europe vs DAX, Euro 600 and FTSE 100

STRIDE Europe: our original $100,000 is now worth $171,520.

We are beating this region by an average of $47,710.

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If our money was invested in the DAX, it would be worth $139,010; had we gone for the Euro 600, we would now have $125,710; and invested in the FTSE 100, our money would now be worth $106,720.

We currently hold 29 stocks in our Europe portfolio. In the past month, we've received 6 dividend payments of $1244.64. 1 buy, 3 sell.

In our our library you’ll find lots of information about 3D value investing and how we apply our principles. You may also want to follow our live portfolio, Little Acorns, to see how our engine performs naturally.

STRIDE's practical guide to value investing for beginners: starting your portfolio

Topics: STRIDE

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