Saturday 14 July 2012

Trading Update: FTSE 100 Stocks (New Adjustment Rate)

Below is the the table showing the top 10 best investment opportunities on the FTSE 100 for last month:


Ticker
28/6
13/7
Change +/-
AV
266
293
+10.15%
VOD
182
183
+0.55%
RSA
106
109
+2.83%
RSL
191
212
+10.99%
SL
226
235
+3.98%
BA
280
306
+9.29%
SSE
1379
1408
+2.10%
BT.A
206
222
+7.77%
LGEN
124
129
+4.03%
IAP
344
310
-9.88%
Total


+4.18%

In the last 2 weeks the top 10 stocks are up over 4%, the FTSE 100 index for the same period is up 3.02%.

Since inception on the 28th May the FTSE 100 has risen 5.66% compared to a rise of 7.66% for the top 10 stocks on our list. In the last 6 weeks we have beaten the market by 2 percentage points.

Recently I changed the Adjustment Rate we use to value stocks and equity funds. To reflect these changes I will need to update the list of top 10 stocks in the FTSE that we will follow:


Stock
Price
RSA Insurance
109p
ICAP
310p
BAE Systems
306p
AstraZeneca
2,937p
Morrisons 
270p
Legal & General
129p
WPP
797p
Tesco
314p
Antofagasta
1,071p
Old Mutual
156p

The new list contains 4 of the stocks from the previous list (RSA, ICAP, BAE and Legal & General). The newcomers include a fairly diversified bunch including the supermarkets Tesco and Morrisons, Chile based copper miner Antofagasta, pharmaceutical company AstraZenica, advertising and media company WPP and South African life insurer Old Mutual.

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