These would be updated at the end of each Quarter with a few weeks delay. Updated 01/07/2025 with Q2 holdings

Company	Ticker	YTD TR Performance	Understanding the business	Fundamentals/ Valuation	Competitive Advantages	Ownership/ Management	Future Prospects	Consistency/ History
Alphabet	GOOG	-8%	√	√√	√√	√√√	√√√	√√√
Alumasc Group	ALU	21%	√√√	√√√	√√√	√	√√√	√√√
Amazon	AMZN	-1%	√	√	√√√	√√√	√√√	√√√
Begbies Traynor	BEG	13%	√√√	√√√	√√	√√√	√	√√√
Billington Holdings	BILN	-17%	√√	√√√	√√	√√	√	√√
Charles Schwab	SCHW	24%	√√√	√	√√√	√	√√	√√√
Cordel Group	CRDL	16%	√√√	√	√√√	√	√√√
Croma Security	CSSG	-2%	√√√	√√√	√√√	√√√	√√	√
Deere & Co	DE	22%	√	√	√√	√	√	√√√
Distribution Finance	DFCH	7%	√√√	√√√	√	√	√√√
GetBusy	GETB	-13%	√√√	√	√	√√	√	√√
Hilton Food Group	HFG	-1%	√√√	√√√	√√	√√	√√	√√
Journeo	JNEO	35%	√	√√	√√	√	√√√	√
Keller Group	KLR	3%	√√	√√	√√√	√	√√	√√√
Kinovo	KINO	35%	√√√	√√√	√	√	√	√
Mitie Group	MTO	30%	√	√	√	√√	√	√
MS International	MSI	36%	√	√√	√	√√√	√√	√√√
Touchstar	TST	-5%	√√√	√√√	√	√	√	√√√
Transense Technologies	TRT	-7%	√√	√	√√√	√	√√√	√
Volex	VLX	36%	√	√√	√	√√	√	√
Portfolio Average		11.2%
FTSE AIM All share		7%
S&P500		6%