November 2021 Portfolio Update
Another brutal, testing month in the stock market with almost no respite from the relentless selling pressure. Psychologically it's been tough over the last three months »
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 »
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 »
July 2021 Portfolio Update
After a rocky period my portfolio managed to finally reverse the trend with a 3.1% gain taking me up to 12.5% YTD. This is »
May 2021 Portfolio Update
One of the truisms in investing is that you should sell in May and go away (if you want to avoid the summer doldrums). I certainly »
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, »
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 »
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 »
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 »
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 »