August 2021 Portfolio Update
On the whole August was pretty boring with precious little in the way of updates and naught but a single trade. One long yawn until, oh »
June 2021 Portfolio Update
Well that was another brutal losing month, putting me down -3.6% with a YTD return diminished to 9.1%. Market sentiment has utterly turned with »
May 2021 Portfolio Update
One of the truisms in investing is that you should sell in May and go away (if you want to avoid the summer doldrums). I certainly »
February 2021 Portfolio Update
Well that was certainly a month of two halves. For the first two or three weeks it was all plain sailing with, I think, my gain »
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 »
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 »