Well, that’s another year in the bag, and not a particularly good one either. The FTSE All-Share produced a total return of about 2.7% while total earnings and dividends from FTSE 100 companies barely changed at all from 2013.
So that’s the context within which my own modest investment efforts have been applied, and as a primarily large-cap investor, you probably won’t be surprised to see that my results, or more specifically those of the UKVI model portfolio, were not much different from either the FTSE 100 or All-Share.
Rather than just trying to wow you right off the bat with some sort of total return chart, I’m going to structure this review around the model portfolio’s three investment goals.
They’re the core around which everything else is built, so for me, it makes more sense to do it that way.
Continue reading “Investment performance review for 2014”