October 2021 Portfolio Update
Another busy month for news and activity so it's a little disappointing to realise that if I'd sold everything in May, and done nothing in the »
September 2021 Portfolio Update
What a brutal and miserable month. Just about every commentator is saying that the bull market is over and that the spectre of inflation is deflating »
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 »
July 2021 Portfolio Update
After a rocky period my portfolio managed to finally reverse the trend with a 3.1% gain taking me up to 12.5% YTD. This is »
April 2021 Portfolio Update
A stunning month with no holding down more than 5% and plenty of double-digit risers. I know that some people have legitimate fears about the market »
March 2021 Portfolio Update
It turns out that March was a remarkably positive month for my portfolio with 90% of my holdings either rising strongly or being broadly in-line with »
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 »
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 »