tjh290633 wrote:I always keep a record of how the share prices of my investments have changed since the start of the year. What rose one year is often a faller in the next year and vice versa. I'm not at home at the moment, so cannot reproduce the figures, but they are on this site somewhere.
My preference is for nominally equal weighting of holdings, but with action points to flag up overweight shares. Things can move quite rapidly on occasions, so it helps to keep a regular eye on individual holding values.
TJH
To illustrate the point, here is my record of my holdings, ranked by the change in SP since 1st January this year:
Epic Change Yield
BA. 25.82% 2.63%
TSCO 22.35% 3.90%
IMI 19.18% 1.70%
SHEL 18.25% 3.50%
BP. 15.60% 4.02%
ADM 12.92% 4.29%
TW. 7.62% 8.62%
BT.A 7.05% 6.49%
GSK 3.87% 3.65%
UU. 2.78% 4.64%
HLN 1.94% 1.24%
RKT 1.01% 3.19%
AZN -2.19% 2.11%
NG. -2.39% 5.75%
PSON -2.45% 2.41%
LLOY -4.18% 5.80%
SGRO -4.22% 3.63%
WDS -5.78% 9.81%
ULVR -5.83% 3.83%
AV. -6.93% 7.71%
BHP -7.47% 5.96%
SSE -7.48% 6.14%
TATE -7.55% 2.78%
VOD -8.05% 10.08%
RIO -10.02% 6.36%
KGF -11.69% 5.91%
SMDS -12.32% 6.36%
LGEN -12.51% 8.59%
DGE -15.51% 2.59%
IMB -16.71% 8.13%
S32 -19.12% 3.72%
IGG -19.18% 7.08%
PHP -19.45% 7.47%
BLND -21.18% 7.16%
BATS -24.24% 9.10%
Av.Chg -2.92% 5.04%
Of the 12 with positive changes, only the oil companies would rank as major. BA. is ranked 16th by capitalisation, Tesco 29th, IMI is 89th. See http://www.stockchallenge.co.uk/ftse.php for a full ranking.
TJH