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 »
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 »
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 »
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 »
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 »