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 »
August 2021 Portfolio Update
On the whole August was pretty boring with precious little in the way of updates and naught but a single trade. One long yawn until, oh »
March 2021 Portfolio Update
It turns out that March was a remarkably positive month for my portfolio with 90% of my holdings either rising strongly or being broadly in-line with »
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, »
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 »
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 »
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 »
March 2020 Portfolio Update
Well that was a month from hell for so many reasons. It quite took me back to 2008 and my disbelief that the market could keep »
January 2020 Portfolio Update
Well that was a fairly volatile start to the year with my portfolio return turning negative then leaping to over 4% before settling back at 2. »
March 2019 Portfolio Update
I was a little distracted from the markets this month, as real-life took charge, but the portfolio did just fine without my active oversight. On the »