4 months of keeping a record of my investment wallet are behind us. The decision to invest money in the developing markets and commodity seems to be really good.
The portfolio unit value changed +21.38% vs. +0.82% for FTSE 100 – see the image below.
And below is the table showing changes in each month.
The reasons for investing on those markets are in this post:
Fundamental Valuation Ratios – why I invest in Russia and Poland and I am not so keen on investing in UK shares
Generally I am going to sell the fund Investec Enhanced Natural Res I Acc Net (GBP) and buy more units of the other 3 funds. I think China market and commodities will gain more and I am going to focus on increasing the value of those funds in my portfolio.
Links to previous summary and history of transactions are here:
– post from 3 of April 2016 My investments in £
– post from 17 of April 2016 My investment wallet in £ – results after 2 months
In the post My investments in £ you can read about the history of transactions from 18.02.2016 till 30.03.2016.
The rest of the transactions (31.03.2016 – 17.06.2016) are below – screens from the Transaction statement of my ISA account. Generally I try to buy funds regularly.