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 »
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 »
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 »
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 »
August 2020 Portfolio Update
I generally see August as a month in which the market goes to sleep and nothing much happens. Certainly very little company news emerged and trade »
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 »
December 2019 Portfolio Update
Another year over and a new one just begun. If 2020 ends up anything like 2019 then I'll be very happy as the year ended with »
September 2019 Portfolio Update
I've decided to turn things around this month and to start with my summary first. That way no one has to wade through all of my »