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 »
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 »
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 »
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 »
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 »
I skipped last month's seminar unfortunately and was starting to miss seeing any new companies when this meeting came around. Hence I was ready to find »