Tuesday 19 July 2011

Real Good Food Group (AIM: RGD, SP=68.5p) - Repeating Pattern?

Checking Sharescope this evening, I've noticed that Real Good Food Group (AIM: RGD) appears to have broken above the resistance line, marking the lower highs of recent weeks. Could it be that it will repeat the pattern of the period between 19th May and 3rd June? During that time, the shareprice rose by about 50% in a few days. Looking at the graph (see below), it might be about to repeat the same pattern.


The 8 day (fast) ADX appears to be giving a buy signal. The only slightly worrying aspect is the fact that the shareprice is well above the current 200 day moving average. Is this a true breakout or a false one? Only time will tell. Will RGD go up again in the next two or three weeks or back down towards the 200 day moving average? What do you think?

Monday 18 July 2011

DIY-Investors.com - Portfolio Results for 6mths to 30th June 2011

I have published the details of the Portfolio Results for the six months to 30th June 2011 on the DIY-Investors website HERE

The outperformance, measured against the all-share index is significant. How have your portfolios performed against your benchmark indices so far this year? Anyone got any experiences to share?

Tuesday 5 July 2011

Harvest this one while you can!

Landkom International (LKI), SP = 6.5p, has been on my radar screen for a few weeks and I was planning to prepare a research report on it when I get back from holiday. However, in view of the recent price action and the recent RNS, I thought you all might like to check it out for yourselves this week!

Sunday 3 July 2011

DIY-Investors 2011 Sharepicks - after 6 months!

As a slight distraction from a very sunny Sunday morning, I've been taking a look at the performance of the DIY-Investors.com 2011 sharepick portfolios. The results are quite interesting as you can see below...

First though, let's take a look at what the all-share index (ASX) has been doing for the first six months of the year. You may remember that it began the year on 3062.80. Well, at the close of play on 30th June, it was at 3091.90. The slight increase of 29.10 (+0.95%) means effectively no real change in the benchmark index that we use. So what then of our portfolio performance?

Looking firstly at the 10 (passive) sharepicks in the DIY-Investors.com portfolio, the value has increased by +16.90% - outperforming the index by 15.95 percentage basis points. This despite the lousy performance of MBL! You'll remember that when I took over a duplicate portfolio to actively manage it for the year, the first thing that I did was to sell MBL (to cut [stem] my losses on that pick). This seems to have been a good move as my actively managed portfolio now shows a gain of +32.73% (outperformance of 31.78%).

With the focussed portfolios (5 shares), the results are much closer. The passive (focussed) portfolio shows a gain of +66.5% (outperformance of 65.4%), while my actively managed (focussed) portfolio has just crept ahead - showing a gain of +68.46% (outperformance of 67.51%).

I'll post the tables showing individual share performances on my return from holiday. In the meantime, do please let us know how your own portfolios have performed in the first 6 months of the year.