November 2021 Portfolio Update
Another brutal, testing month in the stock market with almost no respite from the relentless selling pressure. Psychologically it's been tough over the last three months »
October 2021 Portfolio Update
Another busy month for news and activity so it's a little disappointing to realise that if I'd sold everything in May, and done nothing in the »
September 2021 Portfolio Update
What a brutal and miserable month. Just about every commentator is saying that the bull market is over and that the spectre of inflation is deflating »
August 2021 Portfolio Update
On the whole August was pretty boring with precious little in the way of updates and naught but a single trade. One long yawn until, oh »
July 2021 Portfolio Update
After a rocky period my portfolio managed to finally reverse the trend with a 3.1% gain taking me up to 12.5% YTD. This is »
June 2021 Portfolio Update
Well that was another brutal losing month, putting me down -3.6% with a YTD return diminished to 9.1%. Market sentiment has utterly turned with »
May 2021 Portfolio Update
One of the truisms in investing is that you should sell in May and go away (if you want to avoid the summer doldrums). I certainly »
April 2021 Portfolio Update
A stunning month with no holding down more than 5% and plenty of double-digit risers. I know that some people have legitimate fears about the market »
March 2021 Portfolio Update
It turns out that March was a remarkably positive month for my portfolio with 90% of my holdings either rising strongly or being broadly in-line with »
February 2021 Portfolio Update
Well that was certainly a month of two halves. For the first two or three weeks it was all plain sailing with, I think, my gain »