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John Phelps's portfolio

Our share tips staged a strong comeback after recent disappointments with all four portfolios returning to growth when we conducted our weekly review of progress on Wednesday morning.

The top-performing 2013 portfolio again led the way, with a remarkable rise of approaching 5% thanks largely to a further burst of buying support for residential landlord Grainger which has now almost doubled in value in little more than a year.

The 2012 and 2013 selections also sparkled, with valuation gains of around the 2% mark with particularly strong performances from heavyweights GKN, Greene King and B&Q retailer, Kingfisher.

Our latest 2014 portfolio was the one slight disappointment, with a modest gain of just 0.4% over a week when alternative energy group Infinis was the only tip to make real progress.

The general stock-market recovery persuaded us to make a notional purchase of Argos owner Home Retail for the 2011 list, the only portfolio not to have a full complement of shares.

We are betting against the crowd, with six brokers having "sell" recommendations on the shares after their recent rise, and group profits are still well down on pre-recession levels. But new chief executive John Walden is bursting with fresh ideas and has a war chest of around £500 million to complete the transformation of the business. Investors can expect a rise of at least 10% in dividends and profits of more than £100m when directors report results.

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