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What is the Return on Investment?
The table below summarises the monthly percentage gain/(loss). That is the percentage amount by which your invested capital for each month would increase or decrease (excluding transaction costs).
Each cell shows the percentage return for that month,
assuming that the total capital available was split equally
between all stocks which satisfied the selection criteria that month.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Tot |
| 2000 |
9.9
|
24.7
|
30.3
|
0.4
|
9.5
|
-10.8
|
-0-
|
5.2
|
3.2
|
-0-
|
10.6
|
-1.2
|
81.8
|
| 2001 |
8.8
|
-8.8
|
0.8
|
10.5
|
6.0
|
-6.0
|
-8.5
|
-0.2
|
-12.5
|
-0.4
|
9.3
|
-1.1
|
-2.1
|
| 2002 |
-1.0
|
4.6
|
7.3
|
5.9
|
4.5
|
-1.2
|
-0-
|
-0-
|
-0-
|
-5.2
|
17.5
|
2.4
|
34.8
|
| 2003 |
-7.4
|
9.4
|
3.4
|
10.1
|
18.0
|
-0-
|
-0-
|
6.3
|
-0-
|
3.2
|
-2.5
|
7.3
|
47.8
|
| 2004 |
14.5
|
5.3
|
-0.1
|
4.7
|
-1.3
|
2.5
|
-0-
|
2.5
|
-0-
|
4.7
|
5.7
|
-3.3
|
35.2
|
| 2005 |
6.5
|
7.5
|
2.4
|
-4.9
|
9.8
|
28.2
|
-0-
|
4.5
|
-0-
|
-5.8
|
6.1
|
-4.5
|
49.8
|
| 2006 |
9.4
|
2.6
|
-16.9
|
4.5
|
0.7
|
-4.5
|
-0-
|
-8.5
|
-0-
|
-0-
|
-0.7
|
7.6
|
-5.8
|
| 2007 |
0.8
|
-5.2
|
-0-
|
30.3
|
-2.3
|
2.0
|
-0-
|
-0-
|
-0-
|
26.4
|
-15.2
|
-8.8
|
28.0
|
| 2008 |
2.4
|
1.6
|
5.9
|
4.2
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
14.1
|
The example below shows what would have happened to an original £10,000
investment, where the total capital available is re-invested each month.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Pct |
| 1999 |
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
-0-
|
10,000
|
-0-
|
| 2000 |
10,990
|
13,705
|
17,858
|
17,929
|
19,632
|
17,512
|
17,512
|
18,423
|
19,013
|
19,013
|
21,028
|
20,776
|
107.76
|
| 2001 |
22,604
|
20,615
|
20,780
|
22,962
|
24,340
|
22,880
|
20,935
|
20,893
|
18,281
|
18,208
|
19,901
|
19,682
|
-5.27
|
| 2002 |
19,485
|
20,381
|
21,869
|
23,159
|
24,201
|
23,911
|
23,911
|
23,911
|
23,911
|
22,668
|
26,635
|
27,274
|
38.57
|
| 2003 |
25,256
|
27,630
|
28,569
|
31,454
|
37,116
|
37,116
|
37,116
|
39,454
|
39,454
|
40,717
|
39,699
|
42,597
|
56.18
|
| 2004 |
48,774
|
51,359
|
51,308
|
53,719
|
53,021
|
54,347
|
54,347
|
55,706
|
55,706
|
58,324
|
61,648
|
59,614
|
39.95
|
| 2005 |
63,489
|
68,251
|
69,889
|
66,464
|
72,977
|
93,557
|
93,557
|
97,767
|
97,767
|
92,097
|
97,715
|
93,318
|
56.54
|
| 2006 |
102,090
|
104,744
|
87,042
|
90,959
|
91,596
|
87,474
|
87,474
|
80,039
|
80,039
|
80,039
|
79,479
|
85,519
|
-8.36
|
| 2007 |
86,203
|
81,720
|
81,720
|
106,481
|
104,032
|
106,113
|
106,113
|
106,113
|
106,113
|
134,127
|
113,740
|
103,731
|
21.30
|
| 2008 |
106,221
|
107,921
|
114,288
|
119,088
|
119,088
|
119,088
|
119,088
|
119,088
|
119,088
|
119,088
|
119,088
|
119,088
|
14.80
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The final chart shows a graphic comparison of using the Stocks Monthly selections compared to the FTSE100 index.
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