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 »
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 »
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 »
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 »
October 2020 Portfolio Update
Well that was a month that I'm happy to forget. Many of my larger holdings decided to put in double-digit declines as the market concerned itself »
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 »
June 2020 Portfolio Update
It's a relief to be reliving a relatively ordinary month for once with most of my holdings rising or falling by negligible (single figure) percentages. There »
April 2020 Portfolio Update
An almost total reversal here from March with optimism buoying the markets upwards. I find that quite remarkable but I guess that investors are looking forwards »