FTSE 100 and FTSE 250 Quarterly Review – December 2016

After market close on 30 November 2016 FTSE Russell confirmed the following changes to the FTSE 100 and FTSE 250 indices. The changes will be implemented at the close Friday, 16 December 2016 and take effect from the start of trading on Monday, 19 December 2016.

FTSE 100

Joining: ConvaTec Group [CTEC],  Smurfit Kappa [SKG]

Leaving: Polymetal International [POLY], Travis Perkins [TPK]

FTSE 250

Joining: Ferrexpo [FXPO], NewRiver REIT [NRR], Nostrum Oil & Gas [NOG], Polymetal International [POLY], Travis Perkins [TPK]

Leaving: Countrywide [CWD], DFS Furniture [DFS], Laird [LRD], NCC Group [NCC], Smurfit Kappa [SKG]

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FTSE 100 and FTSE 250 Quarterly Review – September 2016

After market close on 31 August 2016 FTSE Russell confirmed the following changes to the FTSE 100 and FTSE 250 indices. The changes will be implemented at the close Friday, 16 September 2016 and take effect from the start of trading on Monday, 19 September 2016.

FTSE 100

Joining: Polymetal International [POLY]

Leaving: Berkeley Group [BKG]

FTSE 250

Joining: Berkeley Group Holdings [BKG], GVC Holdings [GVC], Hunting [HTG]

Leaving: Polymetal International [POLY], Pendragon [PDG], Circassia Pharmaceuticals [CIR]

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Bounceback Portfolio 2014 – Result

The idea of the Bounceback Portfolio is that a portfolio of the 10 worst performing FTSE 350 stocks in one year has historically beaten the index in the first three months of the following year. The selection of the Bounceback Portfolio stocks for 2014 was described in this earlier post.

The following chart shows the performance of the stocks in the Bounceback Portfolio 2014 over the first three months of the year.

Performance of Bounceback Portfolio 2014The portfolio as a whole increased 9.2% in the first quarter 2014, which beat the -1.6% return for the FTSE 350 Index.

This means the Bounceback Portfolio strategy has now beaten the index in 12 of the past 13 years (the one failure was last year).

Other posts on the Bounceback Portfolio.

 

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The Bounceback Portfolio for 2014

The 2013 edition of the Almanac explained the Bounceback Strategy, whereby a portfolio of the 10 worst performing stocks in the FTSE 350 in one year is held for the first three months of the following year.

The following table lists the 10 worst performing FTSE 350 stocks in 2013 (i.e. these comprise the Bounceback Portfolio for 2014).

Company TIDM Avg(%)
Kazakhmys -71.9
Fresnillo -59.6
African Barrick Gold Ltd -57.8
Evraz -56.8
Imagination Technologies Group -55.0
Polymetal International -51.1
Perform Group -43.3
Essar Energy -39.3
Antofagasta -37.8
Randgold Resources Ltd -36.3

More on the Bounceback Portfolio.

 

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FTSE 350 share performance in 1H 2013

The following table shows the top ten performing shares in the FTSE 350 Index for the first six months of 2013.

Company TIDM Chng 1H 2013(%)
Ocado Group 244.3
Thomas Cook Group 210.7
Xaar 180.3
easyJet 69.3
Bank of Georgia Holdings 62.1
CSR 61.5
3i Group 55.4
Ted Baker 53.0
Ashtead Group 51.4
Barratt Developments 49.1

And the following table shows the worst ten performing shares in the FTSE 350 Index for the first six months of 2013.

Company TIDM Chng 1H 2013(%)
African Barrick Gold Ltd -78.2
Hochschild Mining -68.0
Kazakhmys -66.7
Evraz -62.7
Polymetal International -61.4
Fresnillo -52.2
Ferrexpo -47.0
FirstGroup -43.5
Antofagasta -40.0
Anglo American -33.2

 

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