Piggyback Portfolio

Piggyback Portfolio

This is the 7 Circles home page for the Piggyback Portfolio.

Here you will find links to all of the articles about the Piggyback Portfolio, plus a live portfolio tracking spreadsheet and a live watchlist spreadsheet (both coming soon).

The Piggyback Portfolio

The Piggyback Portfolio began as a £50K paper portfolio in January 2015. The idea was to buy twenty companies in £2.5K lots.

During 2016, the intention is to convert this paper portfolio into a real money portfolio.

The same underlying ISA account will be used for this portfolio and the SmallCap Growth (AIM) Portfolio, so the size of the Piggyback Portfolio will be uncertain for a while.

  • Somewhere between £40K and £60K is the expected value for end-2016

The rules for selecting a company are:

  • not listed on AIM (these go into the SmallCap portfolio)
  • not a dividend stock (these go into a Dividend Portfolio to be created in 2016)
  • previously mentioned on a blog or on twitter by one of the 20 or so UK investors we follow

These are not hard rules, and may be over-ridden now and again.

The portfolio operates with a 20% trailing stop-loss (virtual, not actual) on each holding.

The articles
2015 Articles
  1. Piggyback Portfolio 11 – New Year review and a new hope
2015 Articles
  1. Piggyback Portfolio – Steal from the Best
  2. Piggyback Portfolio 2 – Selling Rules
  3. Piggyback Portfolio 3 – JIC (John Rosier)
  4. Piggyback Portfolio 4 – Portfolio Hub
  5. Piggyback Portfolio 5 – Cenkos Innovators Forum
  6. Piggyback Portfolio 6 – Magic Hat
  7. Piggyback Portfolio 7 – Share Sleuth
  8. Piggyback Portfolio 8 – Nifty Thrifty
  9. Piggyback Portfolio 9 – M0by Dick’s Family Firms
  10. Piggyback Portfolio 10 — WheelieDealer