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 »
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 »
May 2020 Portfolio Update
While this was a fairly quiet month for corporate news it was anything but dull for investors. Despite further stock-market volatility the relentless bounce-back continued as »
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 »
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 »
January 2019 Portfolio Update
Well here we are a month into 2019 already. I can't say that I look back on 2018 with fond memories (at least not from an »
December 2018 Portfolio Update
This post marks the completion of a whole year of monthly portfolio updates and with continued market volatility and sudden, daily lurches in portfolio value this »
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 »