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To encourage trust in what I am doing, I will be open enough to give some commentary on the performance of my portfolio against the market. Integrity is very important. My portfolio generally has around 30 to 40 stocks in it, divesifying accross the FTSE 350 buying and selling when I see weakness. Research does prove my portfolio outperforms the market average of portfolio managers and hedge fund managers, so I am clearly doing something right and I put that down to the screener that I built.
I can't list everything I buy and sell in case you copy, but will give honest feedback when I do well or badly.
2025 Q4 -October – December
With more screener data to now use, I actually went a bit crazy and on a bit of a buying binge in Q4. Q4 was also a time when I decided to take a lot of profits as the year ended and records kept being set.
My Investing.com portfolio says that I am sitting on a lot of “undervalued shares”, so going into 2026 with the optimism that I should outperform the FTSE 100 again. Most of my new purchases are at lows compared with the FTSE 100 at a high, so hoping that these stocks rebound and smash the market again.
My accounts at the start of January 2026 showed that my portfolio went up 27.41% in 2025 after costs, compared to the FTSE 100 rising by 21.51%. I am very happy with this performance and is the third year I have recorded outperforming the index. I clearly have a talent at this.
2026 will be a tougher year, but I have purchased a few stocks at what I believe is the bottom e.g. 3I, and hope that they help me again in 2026 grow my wealth.
Star Purchase: On the 27th October, I used my screener to purchase ITV shares at 68p as my screener said they were cheap. Seventeen days later, I sold at 80p, making 16% profit in 17 days. A massive win for my screener.
I end the year with my portfolio up just 6.56%, but have a portfolio of new shares some of which might continue a little bit so not too concerned at present.
Summary: 15 purchases and 17 sales
2025 Q3 - July - September
Not much to report here in that I used my spare cash to buy the odd share I thought was good value. The phrase 'Sell in May and go away' quote does come to mind. September is normally a bad month for stocks but the US markets especially seem to be boyant. Looking to sit tight and wait until Q4.
Did sell my Shell (SHEL) for a tidy profit as I thought the momentum had gone for the stock. As I'm sitting on a lot of new stocks, my return is at a year low of just over 10% excluding dividends.
Summary: 11 purchases and 2 sales
2025 Q2 - April - June
Q2 got off to the worst possible start, or best start if you look it from an opportuinity point of view, in that Donald Trump announched the infamous Liberation Day. This sent the market into a mini correction shortly after I made some big purchases.
The FTSE lost almost 1,000 points falling below the 8,000 mark as shown below. If you were brave, this was Christmas come early for investors. I don't trade US stocks but there were some bargains to be had. The FTSE was quick to recover and ended Q2 around 8,700.
I did not panic and instead focused on getting some cash together and buying some stocks that I had thought about purchasing previously. Of all my purchases during this period, only British Land (BLND) is down and I put that more down to housing stock and REITS in general. I still think it will recover. I can sit on the 6%+ dividend yield whilst I wait.
Then in June, I admittedly got a bit spooked by the Israel Iran conflict with the USA B-52 bombings and decided to take profits on Sainsburys (SBRY), Tesco (TSCO), Barclays (BARC) and Aviva (AV.).
Sainsburys worked out to be a great purchase making 23.7% profit in just three months. If the price goes back down to 240p and below, I will look to see if I can repeat this if the market is in good shape.
I ended Q2 with my portfolio being up 14.2% which is still impressive given the profits I had taken.
Summary: 10 purchases and 6 sales
2025 Q1 - January - March
The start of the year was positive with the FTSE 100 going up by around 400 points during this period. I had carried over some significant profits into the year and the return on my portfolio excluding dividends peaked at over 36%.
January and February were quiet for buying and selling, and I invested in a few stocks towards the end of the tax year as that approached.
The most noticeable profit was on Schroders (SDR) at 27% profit in just four months. Bought on a sign of weakness in the price, sold after a spike in positive news, only to doge a sharp sell-off of about 25%, so this is a key lesson in monitoring your share prices. In hindsight, I should and repurchased the shares quickly after the sell-off.
If it goes down to 300p again, I'll be sure to reconsider it. A solid stock with a great dividend yield.
Summary: 6 purchases and 2 sales
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