Q1 Portfolio Update: Navigating Multiple Compression and Sector Rotation The first quarter was defined by a ruthless recalibration of equity risk premiums. Against a challenging macroeconomic backdrop, capital rotated aggressively out of long-duration growth assets and into businesses offering tangible near-term cash flows, robust balance sheets, and pricing power. The portfolio generated an average total […]
First of all, Happy New Year to all investors out there. Hope 2026 brings you lots of success. So on to the update for Q4 and a few thoughts on 2025. The porfolio performed reasonably well during Q4, delivering average return of 2.8% vs negative 2.2% for FTSE AIMs and 2.6% for S&P500. A few […]
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 […]
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 […]
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 […]
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 […]