Was there a saying that not much happens during the summer months in the markets? You certainly can’t say that for my portfolio which had a very turbulent Q3.  Seven of the stocks in my portfolio returned more than -10% over the quarter, while 7 returned move than +15%. Broadly speaking netting off and returning … Continue reading Performance update Q3 →

Distribution Finance: +7% Distribution Finance is a recent addition to my portfolio(less than 1yr). While I generally tend to avoid investing in Financial companies of any sort(don’t like the business model, cyclicality etc..) this one is quite a specialist and doesn’t have a lot of the legacy baggage. In addition it is trading at discount … Continue reading Performance review H1, part 2 →

Ok, here is the inaugural performance review. The intention is to do these once the quarter is over, but given that I did not publish one last time (as there was too much going on with the website) this would be a one off H1 publication.   On this occasion I will comment on all … Continue reading Performance review H1, part 1 →

I will write the first Q2 performance summary in early July with some notable events since the start of the year within the portfolio. I have just updated the performance of the portfolio vs S&P500 and FTSE AIM All share and it stacks up favourably at 8% vs 4% and 6% respectively. Not a bad … Continue reading Portfolio performance →