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 »
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 »
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, »
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 »
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 »
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 »
May 2020 Portfolio Update
While this was a fairly quiet month for corporate news it was anything but dull for investors. Despite further stock-market volatility the relentless bounce-back continued as »
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 »