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 »
June 2018 Portfolio Update
After the market volatility of Spring, closely matched by uncertain weather, this month felt like a welcome relief as the sun shone on my portfolio - »
May 2018 Portfolio Update
After the market volatility of Spring, closely matched by uncertain weather, this month felt like a welcome relief as the sun shone on my portfolio. Very »
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 »