Week 22 #WOTD – Investment special

Not too much movement in the league this week, the top 3 are still the top 3 and the only ones with 30%+ gains for the year to date, the bottom 3 are still the bottom 3 and the only ones throwing it in their own net and recording a loss year to date.

BP were the highest scorers this week, cementing their 4th place position and edging them closer to the 30% gain bracket. Their 5.4% gain was thanks to a two-year high on oil prices.

Next up was Royal Dutch Shell B (RDSb) with 4.1% (RDSa got 3.9% gain), again benefitting from the increased oil prices.

There was not any heavy losers this week, with a few recording between -0.1% and 2%, however there has to be a biggest loser and this week was National Grid at 2.1% loss, closely followed by HSBC at 2% loss.

National Grid (NG) recently reported a decline in annual profit (Covid) and increased their dividend to provide an 8% yield. Much like property investment, a higher yield (cash flow) often means lower capital appreciation which may be the reason why National Grid is sitting at 6.3% gain for the year.

HSBC (HSBA) had three potential reasons for their decline – asking shareholders not to turn up to their AGM, announcing they had no plans to start offering cryptocurrency to investors and agreeing to sell off their US retail banking operations. With Covid safety in mind and the recent volatility in crypto and bitcoin, I’d bet the latter of the stories was the primary reason for the dip.

What can SMEs take from this weeks movements?

  1. Do you know your investment strategy? Short term, cash flow, yield focus or long term, capital appreciation focussed?
  2. Have you analysed all of your investment and income streams? Is it time to let some go and increase others?
  3. Do you know your risk appetite? And are you making investment decisions in line with it?

League Table

Now to the all important league table.

PosCompanyWeekYTD Change
1Glencore1.5%40.1%
2Lloyds Banking-1.6%34.7%
3Anglo American2.9%33.0%
4BP5.4%26.6%
5HSBC-2.0%17.8%
6Diageo-0.4%17.8%
7Rio Tinto PLC1.7%12.7%
8BHP Group2.0%12.5%
9Prudential-1.9%9.3%
10AstraZeneca-1.3%8.4%
11Royal Dutch Shell A3.9%7.8%
12National Grid-2.1%6.3%
13Royal Dutch Shell B4.1%6.1%
14Vodafone Group PLC-0.7%5.4%
15Relx-0.1%2.5%
16British American Tobacco0.4%0.6%
17GlaxoSmithKline-0.1%0.1%
18Reckitt Benckiser1.3%-1.4%
19Unilever0.7%-3.1%
20London Stock Exchange-1.6%-17.3%
Source: https://uk.investing.com/equities/united-kingdom

Who is going to lose it all?

Who is going to recover?

What do you think? Let us know in the comments.

Until next week.

Contributor

Gary LinTicker – Talking business from a gamification point of view and how this can help you, includes Watch of The Day

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