These would be updated at the end of each Quarter with a few weeks delay. Updated 15/04/2025 with Q1

Company	Ticker	YTD Performance	Understanding the business	Fundamentals/ Valuation	Competitive Advantages	Ownership/ Management	Future Prospects	Consistency/ History
Alphabet	GOOG	-23%	√	√√	√√	√√√	√√√	√√√
Alumasc Group	ALU	3%	√√√	√√√	√√√	√	√√√	√√√
Amazon	AMZN	-21%	√	√	√√√	√√√	√√√	√√√
Begbies Traynor	BEG	-1%	√√√	√√√	√√	√√√	√	√√√
Billington Holdings	BILN	-16%	√√	√√√	√√	√√	√	√√
Charles Schwab	SCHW	-5%	√√√	√	√√√	√	√√	√√√
Cordel Group	CRDL	-8%	√√√	√	√√√	√	√√√
Croma Security	CSSG	0%	√√√	√√√	√√√	√√√	√√	√
Deere & Co	DE	0%	√	√	√√	√	√	√√√
Distribution Finance	DFCH	-11%	√√√	√√√	√	√	√√√
GetBusy	GETB	-21%	√√√	√	√	√√	√	√√
Hilton Food Group	HFG	-6%	√√√	√√√	√√	√√	√√	√√
Journeo	JNEO	-18%	√	√√	√√	√	√√√	√
Keller Group	KLR	-14%	√√	√√	√√√	√	√√	√√√
Kinovo	KINO	-14%	√√√	√√√	√	√	√	√
Mitie Group	MTO	1%	√	√	√	√√	√	√
MS International	MSI	-7%	√	√√	√	√√√	√√	√√√
Touchstar	TST	-17%	√√√	√√√	√	√	√	√√√
Transense Technologies	TRT	-32%	√√	√	√√√	√	√√√	√
Volex	VLX	-18%	√	√√	√	√√	√	√
Portfolio Average		-11%
FTSE AIM All share		-14%
S&P500		-14%