November 2020 Portfolio Update
It's a pleasure to report on a decent result this month despite the great rotation from growth to value. Clearly news of multiple vaccines proving effective »
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 »