My 2022 Bargain Shares Portfolio has delivered a healthy 16.6 per cent total return over the past year, a performance that compares favourably with the 18.4 per cent loss suffered by the FTSE Aim All-Share Total Return index, which consists of small and micro-cap companies, too. The portfolio also handsomely outperformed the modest 5.5 per cent gain posted by the benchmark FTSE All-Share index during the same holding period.
| Simon Thompson’s 2022 Bargain Shares Portfolio performance | |||||||
|---|---|---|---|---|---|---|---|
| Company name | TIDM | Market | Activity | Opening offer price 11.02.22 | Latest bid price 08.02.23 | Dividends | Total return |
| Tavistock Investments | TAVI | Aim | Financial advisory services | 3.9p | 7.8p | 0.07p | 101.8% |
| Billington | BILN | Aim | Structural steel and construction safety solutions | 214p | 320p | 3p | 50.9% |
| H&T | HAT | Aim | Financial services group | 304p | 444p | 13p | 50.3% |
| Sylvania Platinum | SLP | Aim | Platinum group metals producer | 98.4p | 102p | 10.25p | 14.1% |
| Vector Capital | VCAP | Aim | Secured property lender | 46.6p | 38p | 2.51p | -13.0% |
| Henry Boot | BOOT | Main | Land development, construction, property investment and development | 300p | 241p | 6.29p | -17.6% |
| Conygar | CIC | Aim | Property developer and investor | 160p | 125p | 0p | -21.9% |
| Tekcapital | TEK | Aim | Technology investment company | 29.15p | 19.9p | 0p | -31.7% |
| Average | 16.6% | ||||||
| FTSE All-Share Total Return index | 8,525 | 8,993 | 5.5% | ||||
| FTSE Aim All-Share Total Return index | 1,258 | 1,027 | -18.4% | ||||
| Source: London Stock Exchange | |||||||