March / Quarter End / Easter 2024

Another good month for the Compound Income Scores Portfolio (CISP) with a return of over 5% around 0.4% ahead of the FTSE All Share Index.Indeed this continues a run of good perfromance since the recent rally took off in October 2023 & leaves the portfolio with positive returns over all periods from 1 month to 5 Years. Please see the table over on the Scores page for full details.

 

Relative to the FTSE All Share the CISP is ahead by 4% to 5% over all shorter time periods of 1 month to 1 year, which makes up for the disappointing relative performance in the last couple of years, although it is still behind over 2 & 3 years. Nevertheless the longer term outperfromacne over 5 years and since inception 9 yeaars ago remains.

 

Top performers this month were Kitwave (KITW), Clarkson (CKN) and Man Group(EMG) which all responded positively to results.

On the downside the biggest detractors were The Property Franchise Group (TPFG) and Cake Box (CBOX) which drifted off on no news.

 

That's it for this month as it is supposed to be a holiday what with it being Easter and all, but I was keen to try out my new website layout and functionality etc. Hopefully readers might find it more useful / user frendly and enjoy some time and Easter eggs with their family - Happy Easter.

 

 

 

Copyright © 2024 Compound Income