Interactive Investor

Wild's Winter Portfolios

Will they generate a profit from November to April yet again?

Wild's Winter Portfolios - winners revealed

Last year’s Winter Portfolios generated big profits for followers of this simple but effective seasonal trend, which runs from 1 November to 30 April - and they’re back for an eighth year. 

But there are some significant changes to this year’s Consistent and Aggressive portfolios, perhaps the biggest shock since their launch in 2014. A notable omission in one of the 2021-22 editions demonstrates the strength of competition for a place in these high-quality data-driven portfolios.

New Winter Portfolio stocks revealed

How the Winter Portfolios work

The winter portfolio strategy is very simple and makes all the hard decisions for you. It tells you when to buy and even when to sell. Find out more.

How the winter portfolios work

Why winter?

A typical investing rule of thumb is that it’s better to keep your money invested and ride out dips in the market over time. 

In this video, Lee Wild explains the reasons why some shares buck this trend by consistently performing better in the winter months, from 1 November to 30 April.

Why the winter portfolio strategy works

Wild's Consistent Winter Portfolio 2021-22, starting 1 November 2021

CompanyTickerActivityTrack record (years)Positive returns (years)Average returns (%)
Liontrust Asset ManagementLIOAsset manager101031.5
Safestore HoldingsSAFEProvider of self-storage101019.2
XP PowerXPPManufactures power adapters101017.6
HalmaHLMATechnology conglomerate101013.6
Admiral GroupADMInsurance101010.6

Source: Harriman House. Past performance is not a guide to future performance

Wild's Aggressive Winter Portfolio 2021-22, starting 1 November 2021

CompanyTickerActivityTrack record (years)Positive returns (years)Average returns (%)
Liontrust Asset ManagementLIOAsset manager101031.5
SynthomerSYNTChemicals10921.4
SpectrisSXSPrecision instrumentation10920.6
Safestore HoldingsSAFEProvider of self-storage101019.2
Hill & Smith HoldingsHILSInfrastructure products10918.6

Source: Harriman House. Past performance is not a guide to future performance

What will it cost to buy and sell the Winter Portfolios?

You will have to buy and sell each constituent individually, ideally buying on 1 November 2021 and selling on 30 April 2022. Lump-sum investment starts from as little as £3.99 online with ii, depending on your chosen Service Plan. A 0.5% UK stamp duty also applies when you buy shares.


Knowing the Risks

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. These portfolios are designed for a short trading period, so market fluctuations may be more pronounced. If you buy the portfolio the holdings will not be automatically sold on 30 April.

ii publishes information and ideas which are of interest to investors. Any recommendation made here does not take into account your circumstances. This is not a personal recommendation. If you are in any doubt as to the action you should take, please consult an authorised investment adviser. ii do not, under any circumstances, accept liability for losses suffered by readers as a result of their investment decisions.

These portfolios consist of a very limited number of underlying securities. Any portfolio with fewer than 30 constituents is considered ‘highly concentrated’ and subject to a high level of concentration risk.  Concentration risk is when there is an insufficient level of diversification which means an investor is excessively exposed to one or a limited number of investments. These portfolios should not therefore be used for all or the majority of an investor’s assets but should be seen as a research or potential trading idea for a part of an otherwise broadly diversified portfolio.

Disclosure

We use a combination of fundamental and technical analysis in forming our view as to the valuation and prospects of an investment. Where relevant we have set out those particular matters we think are important in the above article, but further detail can be found here.

Please note that our article on this investment should not be considered to be a regular publication.

Details of all recommendations issued by ii during the previous 12-month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies included in these portfolios, which could create a conflict of interests. Any member of staff intending to write about any financial instruments in which they have an interest are required to disclose such interest to ii and in the article itself. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of investment articles are subject to a personal account dealing restriction, which prevents them from placing a transaction in the specified instrument(s) for a period before and for five working days after such publication. This is to avoid personal interests conflicting with the interests of the recipients of those investment articles.