November 2018 Portfolio Update
It's hard to believe that 2018 is almost over. Following a great 2017 this has turned into a very mixed year after such early promise. Having »
September 2018 Portfolio Update
Well this proved to be an unexpectedly busy month; perhaps my most active of the year. This could just be a reaction to an indolent August »
July 2018 Portfolio Update
This has been a profitable month and, if Twitter is any guide, I'm not the only one. Quite a few of my larger holdings have benefited »
March 2018 Portfolio Update
Another volatile, and cold, month with the FTSE swinging one way and another. While my portfolio struggled higher, courtesy of sparkling results from some of my »
February 2018 Portfolio Update
Well that was an exciting month after the relative calm of January and 2017 as a whole. For a few days there I was a worried »
Portfolio Review 2017
Last year was very much a year of transition as I moved from a hybrid high-yield/growth strategy to one focused on quality and momentum. This »