Alpesh Filters

Performance is calculated as the percentage price change between the closing prices of the first and last trading days of the year.

Please note: spread and dealing costs have not been included.

  APSE FTSE All-Share
2004 performance + 34.9% + 9.2%
2005 performance + 44.1 % + 18.1%
2006 performance + 40.6% + 10.8%
2007 performance - 2.5% + 2.3%
2008 performance - 27.8% - 32.4%
2009 performance + 19.8% + 24.5%
Total + 109.1% + 32.5%
Average + 18.2% + 5.4%

Following Alpesh Patel Special Edition, an initial investment of £1,000 in 2004 would have compounded to £2,186 by the end of 2009 - an impressive 118.6% return in just 6 years.

By contrast, the same £1,000 invested in a FTSE All-Share tracker fund would have yielded a profit of just £230 over the same 6 year period (a 23% gain).

£1,000 invested in the IMA Sector UK All Companies Index would have seen an even smaller 13.3% return.


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Alpesh's 2004 Stockpicks


Performance
Alpesh's 2004 stockpicks + 34.9%
FTSE All-Share + 9.2%

Companies
1. ROK Property Solutions + 49.3%
2. Hitachi Capital + 20.1%
3. BSS Group + 63.7%
4. Diploma + 21.6%
5. Cattles + 9.8%
6. Fountains + 15.1%
7. Enterprise Inns + 56.8%
8. St Modwen Properties + 47.6%
9. Northgate + 64.2%
10. Persimmon + 28.7%
11. United Drug + 47.9%
12. McCarthy & Stone + 15.1%
13. Crest Nicholson + 18.6%
14. GET Group + 29.7%

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Alpesh's 2005 Stockpicks


Performance
Alpesh's 2005 stockpicks + 44.1%
FTSE All-Share + 18.1%

Companies
1. Speedy Hire + 49.8%
2. Gooch & Housego + 79.5%
3. DTZ Holdings + 122.9%
4. Vp + 33.3%
5. Findel + 4.7%
6. Marchpole - 25.4% *

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Alpesh's 2006 Stockpicks


Performance
Alpesh's 2006 stockpicks + 40.6%
FTSE All-Share + 10.8%

Companies
1. Vantis + 13.2%
2. Robert Walters + 123.0%
3. Rensburg Sheppards + 13.5%
4. Weir Group + 41.1%
5. BAE Systems + 11.5%
6. Lonmin + 86.6%
7. Vp + 27.6%
8. e2v + 57.6%
9. Persimmon + 21.3%
10. Huveaux + 10.9%

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Alpesh's 2007 Stockpicks


Performance
Alpesh's 2007 stockpicks - 2.5%
FTSE All-Share + 2.3%

Companies
1. Abacus Group - 25.7% *
2. Aberdeen Asset Management - 12.4%
3. Carillion - 11.8%
4. Dairy Crest Group - 15.0%
5. Go-Ahead Group + 4.3%
6. Hitachi Capital + 4.3%
7. Ladbrokes - 23.7%
8. Rensburg Sheppards - 21.8%
9. Senior + 85.2%
10. Smith (DS) + 7.8%
11. United Utilities - 2.4%
12. Vp + 5.2%
13. Yell Group - 26.5% *

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Alpesh's 2008 Stockpicks


Performance
Alpesh's 2008 stockpicks - 27.8%
FTSE All-Share - 32.4%

Companies
1. De La Rue - 7.1%
2. BG Broup - 15.7%
3. BAE Systems - 23.0%
4. 888 Holdings - 26.6% *
5. IG Group Holdings - 28.7% *
6. Wilmington Group - 25.6% *
7. Wincanton - 25.3% *
8. VMECO - 27.9% *
9. ICAP - 29.1% *
10. Severfield-Rowen - 45.8% *
11. Rio Tinto - 26.3% *
12. Helphire Group - 52.3% *

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Alpesh's 2009 Stockpicks


Performance
Alpesh's 2009 stockpicks + 19.8%
FTSE All-Share + 24.5%

Companies
1. Autonomy Corporation + 58.9%
2. BAE Systems PLC - 4.6%
3. AstraZeneca PLC - 3.7%
4. Pearson PLC + 39.0%
5. Unilever PLC + 26.3%
6. eaga PLC + 0.6%
7. London Capital Group Holdings PLC - 25.8% *
8. Micro Focus International PLC + 61.3%


* Closing price falls 25% from the trade open. Position closed.

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