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 »
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 »
March 2020 Portfolio Update
Well that was a month from hell for so many reasons. It quite took me back to 2008 and my disbelief that the market could keep »
January 2020 Portfolio Update
Well that was a fairly volatile start to the year with my portfolio return turning negative then leaping to over 4% before settling back at 2. »
November 2019 Portfolio Update
It's been a busy month, for me, with quite a few buys and sells. In the main these purchases have been driven by companies on my »
September 2019 Portfolio Update
I've decided to turn things around this month and to start with my summary first. That way no one has to wade through all of my »
June 2019 Portfolio Update
For quite a while it seemed that June would be a quiet month. It turns out that two major profit warnings, from Somero and Craneware, takes »
May 2019 Portfolio Update
Unlike April I've had a rather busy month on all fronts in May - so much for sell and go away. To a large degree this »