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 Progress of JIC Portfolio at 31st March 2021

On 31st March 2021, the “JIC Portfolio” was up 336.4% since inception in January 2012, giving an annualised return of +17.3%, comparing favourably with the return of +87.3%, (+7.0% annualised) of the FTSE All-Share (Total Return) Index. The FTSE All-World (GBP) Total Return Index was up 220.8%, (+13.4% annualised).

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Important message: 

*I do not manage my portfolio with particular reference to the weightings of companies in the FTSE All-Share (TR) Index or the FTSE All-World (GBP) Total Return Index. ¬†I do, however, consider them useful comparators, given that the first is the index most widely used to measure the performance of the UK equity market and the second, gives a good indication of how world equity markets are doing. After all, if I can’t beat them, I should put my money into an FTSE All-Share Index or FTSE All-World tracker and spend my time doing something else!¬†

“Past experience does not necessarily give a guide for the future.” Since¬†I started the Portfolio in 2012, the JIC Portfolio has done well. That is no¬†guarantee that it will do well in the future. ¬†Clearly, I will be doing my utmost to ensure it does as this is my money and my future financial security.¬†


JIC Portfolio

Performance from inception, 1st January 2012

Annual Performance

Screenshot 2021-04-01 at 10.20.51

Monthly Record

 Screenshot 2021-04-01 at 10.21.08

JIC Funds Portfolio 

Important Note: From 30th June 2020, the JIC Top 10 Portfolio changed to the JIC Funds Portfolio. A new portfolio which contains only funds (investment trust, ETFs and OEICS).
On 31st March¬†2021, the “JIC Funds Portfolio” returned +99.1% since inception on 29th August 2014, an annualised return of +11.4%. Over the same period, the FTSE All-Share (Total Return) Index returned +33.6% (+4.6% annualised).¬†The FTSE All-World (GBP) Total Return Index was up 120.5%, (+12.9% annualised).


Annual Performance

Screenshot 2021-04-01 at 10.23.50

Monthly Record


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