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 »
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 »