Model Portfolios - Growth
- A time to stick, a time to twist...
Peter Temple
22.01.10
It's currently the former for the Analyst with regard to the Growth Portfolio, refusing to trade for the sake of it. However, he realises the need - sooner or later - for more thoroughgoing constituents.
- Growth spurt for Portfolio
Peter Temple
31.12.09
The Growth Portfolio ends the year on a high, a likely beneficiary of the Santa Claus rally. However, the Analyst has high hopes for 2010.
- Analyst ups the assets
Peter Temple
04.12.09
Despite an insipid showing from London & Stamford dragging the Growth Portfolio down, the Analyst is not yet ready to ditch it. He is, however, bringing on board another asset situation.
- Growth Portfolio continues upward trend
Peter Temple
06.11.09
The Analyst is satisfied with the Growth Portfolio's performance this month, on the back of strong showings from Tristel and London & Stamford.
- Analyst coins it in with Avarae
Peter Temple
07.10.09
With things ticking over nicely in the Growth Portfolio, The Analyst decides against making any rash decisions. The performance of Avarae Global Coins, however, is something of a boost.
- Growth Portfolio coins it in
Peter Temple
08.09.09
Although Tristel continues to scrub up well, it is the Growth Portfolio's holding of Avarae Global Coins that is giving The Analyst his best performance.
- May Gurney axed from Growth Portfolio
Peter Temple
11.08.09
The Analyst calls time on May Gurney's disappointing tenure in the Growth Portfolio and brings in niche software and consultancy business NCC Group.
- Growth Portfolio proves resilient
Peter Temple
13.07.09
Despite a tough month on the markets, the Analyst is reasonably pleased with the Growth Portfolio's performance. He's not too worried about Tristel's falls - for now - but is on the hunt for a new addition.
- May Gurney runs out of time
Peter Temple
15.06.09
It's another month of gains for the Growth Portfolio, but the Analyst still trims his holding in May Gurney despite its gains and has his eyes on a new addition.
- Growth Portfolio notches up gains
Peter Temple
18.05.09
The Analyst is pleased, if surprised, by the sterling performance of Tristel - which had been on the verge of the chop - to help the Portfolio push forward. His eyes are now on May Gurney's lamentable performance.
- Growth Portfolio chalks up gains
Peter Temple
22.04.09
May Gurney was the Portfolio's star performer last month, but the Analyst has reservations over his holding in Tristel.
- Growth Portfolio coins it in
Peter Temple
23.03.09
New constituent Avarae gains 30% as investors recognise the value of its high quality coin portfolio in uncertain times.
- Commercial property drives Growth Portfolio
Peter Temple
25.02.09
London and Stanford's acquisition of a stake in a shopping centre could be a sign that property values are stabilising, says the Analyst, as the Growth Portfolio inches ahead.
- Growth Portfolio goes in search of assets
Peter Temple
28.01.09
The Analyst ditches Glisten and buys coin dealer Avarae. Companies with spare cash to buy discounted assets are winners in this environment, he says.
- Analyst may visit pawnbroker
Peter Temple
03.12.08
Logical valuation has been jettisoned by the market, moans the Analyst as he watches the Growth Portfolio fall and ponders his next steps...
- Debt-fuelled growth warning
Peter Temple
04.11.08
The Growth Portfolio's performance is in tatters, says the Analyst, as he takes a hard look at Glisten's debt. The food company's debt-fuelled growth concerns him.
- When genuine growth goes unrewarded
Peter Temple
08.10.08
The Analyst is dismayed by the Growth Portfolio. When shares in companies with bags of cash and healthy profits fall, there's not much an investor can do but wait for logic to return.
- Growth Portfolio glistening no longer
Peter Temple
05.09.08
The Analyst can't explain Glisten's falling price, perhaps it's too small and distant for the City to notice. He's confident it will recover, but he's also looking for a new 'wonder stock'.
- Fresh start as Analyst dumps Claimar
Peter Temple
13.08.08
The time has finally come to ditch Claimar Care, decides the Analyst. Its replacement is the impressively defensive May Gurney Integrated Services.
- Small stocks take Growth Portfolio down
Peter Temple
16.07.08
The Analyst could find no hiding place last month, and it's smaller stocks that did the damage. He's looking to larger capitalisation stocks to return the Portfolio to its winning ways.
- Radical action on Growth Portfolio
Peter Temple
18.06.08
The Growth Portfolio takes another big hit, and the Analyst decides to make some cuts. Out goes Zirax, as his attention turns to a sector that sparkles, literally.
- Growth Portfolio goes pear-shaped
Peter Temple
20.05.08
Although the Growth Portfolio is doing well long-term, it's had a terrible couple of months. So the Analyst takes advantage of lower prices to buy more Claimar Care.
- Portfolio humbled by challenging market
Peter Temple
17.04.08
Although it's still beating the market by some margin, the Portfolio has lost a fifth of its value in six months. The Analyst resists selling his losers.
- Analyst to use cash for Growth
Peter Temple
26.03.08
While the Growth Portfolio suffers another dip, The Analyst refuses to boost current holdings, but turns to London & Stamford Property to lift market exposure.
- Analyst sits tight on Tristel
Peter Temple
28.02.08
Although Tristel is dragging the Growth Portfolio down, The Analyst thinks the market is mistaken. Just in case, he puts a stop-loss on the stock to prevent heavier losses.
- Analyst ships out Spice
Peter Temple
03.12.07
The Growth Portfolio bids farewell to Spice as it hits its stop-loss. The Analyst says its exit has prevented a truly dismal month for the Portfolio.
- Foxed by recovery
Peter Temple
07.11.07
Well up over longer periods, the Growth Portfolio is barely holding its own over six months. The Analyst decides he's had enough of sitting on his hands and buys Zirax.
- Analyst turns bearish
Peter Temple
09.10.07
Although the run on Northern Rock didn't surprise The Analyst, the stockmarket rally did. He's now examining the Portfolio for stocks liable to downturn.
- Analyst burnt by AstraZeneca
Peter Temple
10.09.07
As AstraZeneca falls 15% and triggers its stop-loss, The Analyst isn't rushing to reinvest the cash from his ill-fated trade, as the Growth Portfolio has substantial gains he wishes to protect.
- Market buffets Portfolio
Peter Temple
13.08.07
It has been a volatile few weeks for the market and the stocks chosen last time have had a baptism of fire.
- Growth stocks up on health
Peter Temple
13.07.07
The Analyst goes on a buying spree. He's top-heavy in the care industry, but the companies are different in character, he says.
- Dobbies and Sirius exit Growth Portfolio
Peter Temple
18.06.07
Another month, another bid for a company in the Analyst's Growth Portfolio.
- A month investors dream about
Peter Temple
18.05.07
The Growth Portfolio is up 55%. Even a stop-loss gone wrong cannot dampen The Analyst's spirit.
- Rules of smaller company growth
Peter Temple
23.04.07
Long-term performance is proof enough to see The Analyst through a sticky patch.
- Good news buoys Growth Portfolio
Peter Temple
26.03.07
The Analyst may have hit the bull's-eye with Claimar Care and Sirius Financial.
- Analyst buys Sirius & Education Development
Peter Temple
26.02.07
The Analyst ejects Straight from The Growth Portfolio.
- Night of the long knives for Growth
Peter Temple
29.01.07
The Analyst dispatches Autoclenz from the portfolio.
- Analyst buys Claimar Care
Peter Temple
03.01.07
Having ejected PHP, The Analyst is on the hunt for a worthy replacement.
- Weakness is no drag on portfolio
Peter Temple
04.12.06
Market weakness holds back The Analyst, but not the Growth Portfolio.
- Primary Health shown the door
Peter Temple
03.11.06
The Growth Portfolio continues its outperformance trajectory, but uncertainty sees the disposal of PHP.
- Growth Portfolio surprises
Peter Temple
09.10.06
Although the tide is supposed to be against small companies, the Growth Portfolio has done what it has always done, and grown since the last update. Growth, says The Analyst, takes time.
- Measuring portfolio performance fairly
Peter Temple
11.09.06
The Growth Portfolio is handsomely beating the market, but precisely how handsomely depends on the calculation you make. The Analyst explains his sums, and suspects not all fund managers are as honest.
- Analyst turns to Autoclenz for growth
Peter Temple
13.08.06
Amid a mass of lower quality new issues, The Analyst believes he has unearthed a gem. Autoclenz may not be glamorous, but it's highly profitable and will pay a good dividend too.
- Dobbies powers Growth Portfolio
Peter Temple
18.07.06
Despite The Analyst's explosive performance, he's keeping his powder dry. He's put a tight stop-loss on the portfolio's second biggest gainer and is not planning any more buys until the summer's over.
- Growth Portfolio defies market
Peter Temple
20.06.06
While the stockmarket lost ground last month, the Growth Portfolio put on 5% thanks to a timely sale and some very special situations. But The Analyst is in no hurry to spend his growing cash pile.
- If in doubt, get out
Peter Temple
23.05.06
After a profit warning, The Analyst shows Inter Link Foods the door despite its good performance. With the market looking shaky, he delays adding new stock to the Growth Portfolio.
- Growth Portfolio surprises again
Peter Temple
24.04.06
Straight and Dobbies delight, but can it last? The Analyst casts around for companies to take up the running and because the portfolio is concentrated, old favourites must make way for them.
- Stop-loss on Dobbies
Peter Temple
21.03.06
Dobbies has done well for the Growth Portfolio, but The Analyst is cautious now and prefers to keep his options open. Meanwhile, water rationing could be good business for Straight and Spice Holdings.
- Analyst buys on Straight's weakness
Peter Temple
21.02.06
The Analyst senses an opportunity and picks up more Straight shares after a 10% fall. Meanwhile, Dobbies recovers and Primary Health Properties receives a boost from a government white paper.
- Dobbies on probation
Peter Temple
23.01.06
This month the portfolio stayed still against a rising market. Most constituents had good news to report but sales dipped at Dobbies. It's not a reason to panic, says the Analyst, but it might be a reason to think again.
- Touchy-feely investing
Peter Temple
19.12.05
Last time around the portfolio was up 24.8% since inception. This time around it is 30.3% up. Last time the market was up 2.5% since inception. This time it is up 4.3%. In other words the portfolio has continued to outperform the market, rising in both absolute and relative terms. Dividend income has been sparse, with just a £10 dividend from Straight to credit.
- Growth stock warning signs
Peter Temple
21.11.05
The Analyst checks the growth portfolio for warning signs.
- Growth portfolio set to weather the storm
Peter Temple
25.10.05
The Analyst's long- term strategy should protect against the recent market sell off.
- 'Blunder' investment exits Growth portfolio
Peter Temple
20.09.05
With stop losses in place the Analyst makes the best of a 'blunder' investment and reflects that sometimes no stock is better than a potential recovery stock pretending to be a growth stock.
- Growth Portfolio averages 20% up
Peter Temple
22.08.05
in recent months - significantly less than other markers, so 'could do better', admits the Analyst
- Travis Perkins exits
Peter Temple
10.07.05
Travis Perkins exits Growth Portfolio and the Analyst puts his hopes in new recruit, Straight plc.
- The old ones are the best
Peter Temple
16.06.05
As Spice Holdings lifts the Growth Porfolio, the Analyst preaches patience for growth stocks.
- Management moves hobble growth portfolio
Peter Temple
25.05.05
The market is overreacting to developments at Tandem and Spice.
- On your bike, Centrica
Peter Temple
28.04.05
CEOs salary proves too rich for the growth portfolio.
- Slippage hides interesting developments
Peter Temple
31.03.05
Growth portfolio falls but the future still looks good.
- Warning signs for Growth portfolio
Peter Temple
03.03.05
Inter Link and Primary Health are looking less and less like growth stocks.
- Investing in Britain
Peter Temple
01.02.05
The growth portfolio is up again, vindicating the analyst's decision to concentrate on the home market.
- Analyst buys mundane holding
Peter Temple
07.01.05
Spice Holdings is just the kind of company the market overlooks, says the Analyst.
- Inter Link doubles despite share placing
Peter Temple
07.12.04
All the Analyst's growth picks are up, confirming it is best to buy... and hold.
- Spotlight on Centrica
Peter Temple
08.11.04
The Analyst on Centrica's special dividend, and slicing profits.
- "It ain't broke"...
Peter Temple
08.10.04
...And with all five holdings in profit, the Analyst's not going to fix it.
- A downward drift
Peter Temple
10.09.04
The new constituents are holding up an otherwise unspectacular performance.
- Hello profit warning, goodbye Morrison
Peter Temple
03.08.04
Enough is enough, says the Analyst.
- Back to its winning form
Peter Temple
07.07.04
The Analyst sticks with his winning team.
- Riding the short-term slump
Peter Temple
02.06.04
Bad boy RPS turns around to contribute the only positive performance this period.
- What's to do when a company disappoints?
Peter Temple
28.04.04
Growth portfolio constituent RPS falls 30%.
- In profit at last
Peter Temple
24.03.04
Finally the growth portfolio breaks into profit.
- Growing, like growth companies should
Peter Temple
07.02.04
An outstanding month for the growth portfolio.
- Bullish on Morrison, Primary Health and RPS
Peter Temple
13.01.04
Everyone is talking about Morrison.
- How to pick a growth stock
Peter Temple
09.12.03
The Analyst was hardly likely to go on a trading spree this month.
- Analyst 'buys' RPS
Peter Temple
04.11.03
It's tempting to tinker but the Analyst resists disrupting a winning formula.
- Smaller companies confirm growth credentials
Peter Temple
23.09.03
In a busy month for the growth portfolio, four companies report.
- Growth stocks, not just for summer
Peter Temple
26.08.03
Without wishing to tempt fate, the stocks in the portfolio are delivering the goods.
- Smaller stocks surge
Peter Temple
22.07.03
The growth portfolio puts in a spurt leaving the FTSE100 trailing.
- Standing by small companies
Peter Temple
16.06.03
The Analyst is standing firm with his small company selections.
- Still hugging the index
Peter Temple
20.05.03
The growth portfolio has recovered from its dip below the market average.
- Not the time to dump smaller stocks
Peter Temple
14.04.03
For the first time in a long while the growth portfolio is underperforming.
- Masterly inactivity
Peter Temple
17.03.03
A raging bear market is hardly the best time to be picking growth stocks.
- Growing again?
Peter Temple
17.02.03
Has The Analyst regained his growth stock picking touch?
- Waking up with a New Year hangover
Peter Temple
13.01.03
The growth portfolio underperformed over Christmas and New Year.
- Looking forward to a year of growth
Peter Temple
16.12.02
The Analyst says next year he's looking to software and the media.
- Shopping and cash in the run-up to Christmas
Peter Temple
11.11.02
The Analyst is still cautious about growth.
- Growth portfolio, October update
Peter Temple
15.10.02
The Analyst turns to cash and supermarket chain William Morrison.
- Growth portfolio, September update
Peter Temple
15.09.02
The Analyst is grateful for small mercies.
- Growth Portfolio, August update
Peter Temple
12.08.02
With the market like it is the selling is indiscriminate, laments the Analyst.
- Growth portfolio, July update
Peter Temple
06.07.02
The growth portfolio is hit by market sentiment.
- Growth portfolio, June update
Peter Temple
17.06.02
The growth portfolio is showing resilient qualities in a bearish market.
- Growth portfolio, May update
Peter Temple
20.05.02
The growth portfolio is outperforming the FTSE 100 but losing money.
- Growth portfolio, April update
Peter Temple
22.04.02
The Analyst looks back on a positive month.
- Introduction to the Growth Portfolio
Peter Temple
25.03.02
The Analyst explains the trick of growth investing.
![Interactive Investor home page [Logo]](http://www.iii.co.uk/i/logos/uk_logo2.gif)