Sticky situations fund - update

I finally sorted out some basic programming on the Sticky Situations fund. Here's the portfolio so far:


EPIC    THEN    NOW     PERF  FTAS 
PIC.L    107.70   94.95 -11.8% -13.9%
SHG.L     23.00   26.50  15.2% -13.5%
CWK.L    644.00  635.00  -1.4% -12.1%
TALK.L   134.30  124.29  -7.5%  -2.5%
CPP.L    126.50  138.75   9.7%   3.2%
JD.L     872.00  873.00   0.1%  -3.9%
ICP.L    229.60  219.80  -4.3%  -4.0%
XIRR sticky: -0.00%
XIRR FTAS  : -68.00%

It's early days yet, but the sticky fund is holding its own. It is flat, compared with -68% for the FTAS (FT-Allshare). Some of the picks seem a bit marginal. SHG (Shanta Gold) is really hitting the ball out of the court, though, up 15% compared with FTAS down 13.5%.