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 »
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 »
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 »
January 2021 Portfolio Update
I'm so glad that we've made it into a new year. Finally there's some light on the horizon, with people being vaccinated at quite a pace, »
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 »