10 weeks into the challenge, these are the Performance holds and my current thinking on them.
De Jong – young and fancied but his performance will depend on adjusting to La Liga and Barcelona finding their groove. Jury is out at the moment.
Havertz – best young player in the Bundesliga with plenty of room for more growth – only 20 years old! Solid long-term hold.
Politano – attack-minded winger, capable of posting decent PB scores but looks likely to struggle to get game time under Conte at Inter. One to keep under review.
Kimmich – best defender for PB due to his involvement high up the pitch and likely to benefit from the changes to the matrix. Only 24 and Euros ahead.
Marquinhos – like Kimmich, has a lot of involvement higher up the pitch and has the bonus of playing for PSG, bossing Ligue 1. Undervalued at his current price.
Thiago Alcantara – midfielder with a ridiculously high baseline. 5 PB scores over 200 last season and looks likely to benefit from the matrix changes.
Van Dijk – up against Messi and Ronaldo for the UEFA Player of the Year – scores goals and is one of the few defenders with serious MB pull.
Fabian Ruiz – touted as Spain’s ‘next great midfielder’. Had a breakthrough season at Napoli last season, with a decent goal threat, and should build on that this year.
Depay – has hit the ground running this season with 3 goals already. Likely to benefit from Fekir moving on and is a character off the pitch too which could help his MB pull.
Trippier – completed a surprising move to Atletico Madrid in the summer. Could be a revelation there if he stays on set pieces and links up well with the forward line.
Tait – defender with an eye for goals and assists, likely to benefit from the matrix changes too. Looks good value at 61p but probably won’t see a huge amount of CA.
Suso – had an odd season last year but when he was good, he was very good. Should get a boost from the matrix changes and bang some goals in.
Kramaric – Managed a surprising 22 goals last year for Hoffenheim plus a handful of assists. Looks very good value at 97p.
Raman – had a great second half of the season at Dusseldorf last year. Now at Schalke where he’ll hopefully replicate that form. If he does, he’s looking cheap at his current price.
Oyarzabal – a new addition. 13 goals in La Liga for Real Sociedad last year and impressed in the U21 Euros for Spain. Another good season should see the bigger clubs come calling.
Lala -another attack-minded defender – 5 goals and 9 assists last season – meaning he’ll benefit from the matrix changes too. Limited potential for CA.
Khazri – free scoring midfielder, making him a good IPD pick, with the bonus of Europa league games with St-Etienne this year.
Beric – cheap for a striker with European games – if he can get into the St-Etienne team. One goal and he’ll rise, but will need watching as there’s a danger his price will stagnate.
Mendes – high baseline midfielder at Lyon. If Lyon continue their current form, he should be good value – but there is plenty of competition for PB in the team which could be an issue.
Xhaka – controller of the Arsenal midfield with involvement in set pieces boosting his scores. Arrival of Ceballos might impact on his minutes so will need reviewing.
Lainer – left the Salzburg production line to move to Monchengladbach in the summer. Solid defender but limited attacking output means he might be hitting his peak price now.
Kampl – cheap midfielder who has no problem getting game time at Leipzig, who have the Champions League this year. Needs a couple of goals or assists to give him a price rise.
Thorgan Hazard – good season at Monchengladbach last year led to a big transfer to Dortmund in the summer. If he can replicate his previous form, he’ll be deadly.
Maguire – his ‘slabhead’ gives him a goal threat, he’s English and the transfer to Man United has massively increased his MB pull. Good value even at his current price.
Defrel – now back at Roma after a successful loan to Sampdoria, he’s cheap as chips so just needs a couple of goals to get a rise – if he can get into the team.
I made two sales this week – Rashica, because I thought he might have peaked, and Veretout, who I simply lost patience with as there looked to be better options elsewhere.
With PB back, it’s not surprising that this fund had an outstanding week. It now sits around 19.8% up after 10 weeks – see the full breakdown here.