The virtual portfolio based on momentum investment is not working out too well for middle-ranking companies. The portfolio has a heavy bias towards energy companies, and this month's addition of Gulf Keystone sees the portfolio doubling down on producers from Kurdistan.
It is time to check in on how the three "momentum" virtual portfolios are doing and spruce them up a bit, starting with the portfolio featuring companies with a market cap of more than £1bn
The transfer of Plus500 from AIM to the main market has forced Stockpot's AIM Sustainable Dividends portfolio to bank handsome profits; will three newcomers be able to emulate Plus500's meteoric rise?
While our "selectively bred dogs of the Footsie" have marked time this year after a strong showing last year, another Michael O'Higgins-inspired virtual portfolio, based on blue-chips with a low price-to-sales ratio, has done very well
When the stock filter threw up WPP as a possible candidate, John Harrington's initial reaction was to wonder where he had stored his barge pole.
Our Stockpot editor has been off the boil for a while, lazing on the beach and what-not but he is back on the case now and will have some updates soon - unless he gets distracted by the World Cup. In the meantime, here is a recap of the virtual portfolios that are being trialled in this column.
Stockpot is running three virtual portfolios based on the idea of momentum investing - investing in stocks that are rising sharply. Next week, we will look at how the big caps and mid-caps did but this week we look at the horror story that is ... the tiddlers!
Plus500 continues to shine for the virtual portfolio while new entrant Strix Group has got off to a solid start. Since its inception, the portfolio has outperformed the FTSE 100 index.
Somero must be an expert at the Hokey-Cokey as it has been a case of "in-out, in-out" and now in again in terms of membership of the virtual portfolio that looks to identify small caps capable of growing dividends. Also making the cut is a kettle safety controls designer.
John Harrington runs a stock screen using the principles of investment guru Geraldine Weiss and finds a couple of stocks that look they might be cheap on an historical basis
A long overdue revisiting of the "Dividends don't lie" stock-picking formula highlights an unwise dalliance with a company whose dividends had stopped growing
A lot of academic research suggests a momentum investing strategy outperforms the market. John Harrington attempts to concoct a lazy person's momentum investing system.
A 31.4% gain in just over three months has given a respectable sheen to the performance of the virtual portfolio that is focused on dividend-paying growth stocks
Since the "bombed out" virtual portfolio bit the dust, we've lacked a stock filter that identifies recovery stocks; once again drawing on the simple ideas of Michael O'Higgins ("Dogs of the Dow"), John Harrington takes a look at the price-to-sales ratio as a means of identifying comeback kings.
The two most recent additions to the portfolio did the business at the tail end of 2017, but Zytronic gets the heave-ho on concerns over debt collection