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 »
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 »
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 »