Vodafone Group Plc (ADR) (VOD), Verizon Communications Inc. (VZ), GlaxoSmithKline plc (ADR) (GSK): How’s The Beginners’ Portfolio Doing?

GlaxoSmithKline plc (ADR) (NYSE:GSK) shares have swung into profit as well, up 14.2% now (they were down 2.2% in February). We heard first-quarter results on April 24 telling us to expect full-year sales to be up about 1%, with core earnings per share up 3% to 4%. Current forecasts suggest a full-year dividend yield of about 4.7%, which would suit me just fine.

Persimmon plc (LON:PSN) shares have soared and are now up 78.9% since purchase (against a 39.7% rise at Feb. 26). The whole homebuilding sector, in fact, has been on a recent surge — and there are clear signs that the government’s “Help to Buy” scheme is having an impact.

BP plc (ADR) (NYSE:BP) has moved slightly into profit, while Rio Tinto plc (ADR) (LSE:RIO) has slipped into a loss as the mining sector has taken a pummeling recently on weaker Chinese economic figures, and BAE Systems PLC (ADR) (OTCMKTS:BAESY) shares have started their anticipated rise (anticipated by me, at least).

But the star of the show is still video technologist Blinkx Plc (LON:BLNX), with our stake almost three-bagging — in fact, ignoring spreads and costs, the share price has indeed more than tripled. The latest boost came from full-year results released on May 13, which revealed an expectation-busting 73% rise in revenue, with pre-tax profit up 129% and basic earnings per share up 336%.

Dividends
You’ll see the dividend figure nicely improved since last time, too, as we’ve had quite a few ex-dividend dates from our companies since then:

The bottom line
Overall, then, our portfolio is up 32%, including dividends and all costs, since the start — even though we were not even fully invested until as recently as March 19. Over the same period, the FTSE 100 has risen 23%.

I think I’m happy with our first year’s performance.

Finally, my idea of shares that should make up the core of a beginner’s portfolio is the same as my choice for an ISA or a retirement portfolio — or, in fact, any portfolio. I’d start with good strong companies that should stand the test of time and potentially reward you for decades.

The article The Beginners’ Portfolio Is Up 32% in Its First Year! originally appeared on Fool.com.

Alan Oscroft has no position in any stocks mentioned. The Motley Fool recommends Apple, GlaxoSmithKline, Tesco, and Vodafone Group (LSE:VOD). The Motley Fool owns shares of Apple and Tesco.

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