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The man Institutional Investor once crowned Europe’s #1 Investor goes public at last…

“Watch as I turn the FTSE 100 from a flat market into a bull market with one powerful adjustment”

See how I beat the market 13-to-1, buying the same stocks as everyone else…

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Backtesting:

The backtesting for The Southbank Wealth Advantage is conducted using total return data sourced from Koyfin.

FTSE100 constituent companies are sorted into their respective sectors.

The average total return for each company in each sector is calculated for each calendar year, and ranked.

The average total return for the top five best-performing sectors is calculated for each calendar year.

The cumulative total return of always and only holding the top five sectors in each calendar year—20% allocated to each—is calculated and then reinvested accordingly each year.

This is then compared to the ishares FTSE100 tracker ETF (CUKX.L) total return reinvested for each calendar year.

Back tested results

FSTE100 Tracker

John’s system

2023

£120,524.90

£1,124,286.55

2022

£114,350

£885,265

2021

£108,935

£793,465

2020

£92,730

£604,360

2019

£104,515

£583,020

2018

£89,155

£427,465

2017

£98,025

£421,275

2016

£87,175

£329,765

2015

£73,405

£240,370

2014

£74,725

£194,335

2013

£71,570

£157,595

2012

£60,380

£104,105

2011

£55,375

£76,015

2010

£57,035

£69,140

2009

£50,000

£50,000

Important Risk Warnings:

Advice in Southbank Wealth Advantage does not constitute a personal recommendation. Any advice should be considered in relation to your own circumstances, risk tolerance and investment objectives.

Before investing you should carefully consider the risks involved. If you have any doubt as to suitability or taxation implications, seek independent financial advice.

Your capital is at risk when you invest, never risk more than you can afford to lose. Simulated past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid.

Profits from share dealing are a form of income and subject to taxation. Tax treatment depends on individual circumstances and may be subject to change.

Investment Director: John Butler. Editors or contributors may have an interest in shares recommended. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Limited. Full details of our complaints procedure, privacy policy and terms and conditions can be found at www.southbankresearch.com.

Southbank Wealth Advantage contains regulated content and is issued by Southbank Investment Research Limited.

Registered in England and Wales No 9539630. VAT No GB629 7287 94. Registered office: Basement, 95 Southwark Street, London SE1 0HX.

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© 2024 Southbank Investment Research Limited.

Sources:

  1. Koyfin
  2. Morningstar
  3. Yahoo Finance
  4. The Guardian - FTSE 100 posts largest quarterly fall since Black Monday aftermath – 31 March 2020
  5. Forbes - The Coronavirus Crash Of 2020, And The Investing Lesson It Taught Us – 11 February 2021
  6. CNBC - One year ago stocks dropped 12% in a single day. What investors have learned since then – 16 March 2021
  7. Reuters - Wall Street ends 2022 with biggest annual drop since 2008 – 30 December 2022
  8. Forbes - Citadel’s $16 Billion Gain In 2022 Makes Ken Griffin’s Flagship The Top-Earning Hedge Fund Ever – 22 January 2023
  9. The Guardian - FTSE 100 rises above 7,000 for the first time – 22 March 2015
  10. The Guardian - FTSE 100 ends 2015 among world's worst performing markets – 31 December 2015
  11. Business Insider - Britain's stock market just had its worst year since the financial crisis – 30 December 2015
  12. Investopedia – Who is Ray Dalio?
  13. Financial Times - Boom time for City jobs market – 18 August 2016
  14. Wilkerson – Record sales for Swiss Watches in 2006 – 2 February 2007
  15. Travelmole - Third year of record profits for Thomas Cook UK&I – 1 February 2007
  16. BMW Group - BMW Group sets new sales record in 2006 – 8 January 2007
  17. Financial Times - House prices set for stagnation, says Nationwide – 16 November 2007
  18. The Telegraph - Public face call-up if we go to war because Army is too small, military chief warns – 23 January 2024
  19. The Telegraph - Army Reserve must expand by 100,000 – 18 February 2024
  20. The Telegraph - Downing Street rules out UK conscription as Russia war threat rises – 25 January 2024
  21. The Telegraph - Invest in defence giants to protect Britain, Sunak urges City – 24 April 2024
  22. The Telegraph - War footing as Sunak ramps up defence spending – 23 April 2024
  23. House of Commons Library – UK Defence Spending – 3 May 2024
  24. BAE Systems - Preliminary Results Announcement 2023
  25. Rolls-Royce – Full Year Results 2023
  26. Investopedia - Harry Markowitz: Creator of Modern Portfolio Theory
  27. Land Registry – UK House Price Index
  28. World Gold Council - Gold Spot Prices & Market History

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