Morningstar Fantasy Fund League: August

Morningstar's editors are competing against each other with an imaginary portfolio of stocks and shares. How did they fare in August? 

Holly Black 1 September, 2021 | 9:02AM
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We’re two months into our Fantasy Fund Manager League and Christopher Greiner has climbed to the top of the leaderboard, growing his initial imaginary £10,000 portfolio to £10,732. A daring decision to put 90% of his assets into Tesla didn’t seem such a great idea at the end of July, but the shares have grown 7.5% over the past month, catapulting Chris into top place. Interestingly, Chris also holds Alibaba, which is one of the worst performing stocks across all the portfolios since inception, down 28% since our league began on July 1, but the small allocation to these shares has mitigated the effect on the overall portfolio. Meanwhile, shares in Norway's Salmon Evolution have soared 18.8% over the past month after it made an acquisition.

At the other end of the table is Andrew Willis, whose portfolio has dipped to £9,243. As well as holding Alibaba, he also has a stake in Chinese electric carmaker NIO, which is down 28.6% since the portfolio's inception. There have been concerns over the effect of China’s regulatory crackdown on the start-up, while underwhelming Q3 revenue guidance also dampened investor sentiment. Elsewhere in Andrew’s portfolio, however, Bitcoin miner Rio Blockchain had a strong month, returning 15.6%, while shares in BlackRock and Salesforce.com each gained more than 10%.

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Holly Black  is Senior Editor, Morningstar.co.uk

 

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