January 2021 Portfolio Update
I'm so glad that we've made it into a new year. Finally there's some light on the horizon, with people being vaccinated at quite a pace, »
December 2020 Portfolio Update
It's with a sigh of relief that I write these words on the first day of 2021. I'm hardly alone in being glad to see the »
November 2020 Portfolio Update
It's a pleasure to report on a decent result this month despite the great rotation from growth to value. Clearly news of multiple vaccines proving effective »
October 2020 Portfolio Update
Well that was a month that I'm happy to forget. Many of my larger holdings decided to put in double-digit declines as the market concerned itself »
September 2020 Portfolio Update
This month has been incredibly busy with numerous company announcements every day. It's been quite the blizzard with a wide gulf between the pandemic winners and »
August 2020 Portfolio Update
I generally see August as a month in which the market goes to sleep and nothing much happens. Certainly very little company news emerged and trade »
July 2020 Portfolio Update
This month has been incredibly busy for me with something like 20 trades. A drop in the ocean compared to many investors but a blur of »
June 2020 Portfolio Update
It's a relief to be reliving a relatively ordinary month for once with most of my holdings rising or falling by negligible (single figure) percentages. There »
May 2020 Portfolio Update
While this was a fairly quiet month for corporate news it was anything but dull for investors. Despite further stock-market volatility the relentless bounce-back continued as »
April 2020 Portfolio Update
An almost total reversal here from March with optimism buoying the markets upwards. I find that quite remarkable but I guess that investors are looking forwards »