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 »
February 2020 Portfolio Update
A very quiet month for company news but I hardly need mention the elephant in the room - which is the sharpest correction in global stock »
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 »
April 2018 Portfolio Update
Finally a pretty quiet month, with the stock market recovering from its wobble in March, and so much the better for that in my view. I »
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 »
RWS Group: Final Results 2015
I first looked at RWS just over a year ago after hearing it mentioned at a Mello investor event. On first glance the numbers looked positive »