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 »
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 »
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 »
April 2020 Portfolio Update
An almost total reversal here from March with optimism buoying the markets upwards. I find that quite remarkable but I guess that investors are looking forwards »
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 »
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 »
October 2019 Portfolio Update
A pretty decent month all round with more shares going up, rather than down, for once. As mentioned below I bought, or topped up, a few »
August 2019 Portfolio Update
I thought that July was bad but that was just an entrée. So much for enjoying a relaxing August on holiday without a thought for my »