These would be updated at the end of each Quarter with a few weeks delay. Updated 11/06/2025 with Q1 holdings

Company	Ticker	YTD TR Performance	Understanding the business	Fundamentals/ Valuation	Competitive Advantages	Ownership/ Management	Future Prospects	Consistency/ History
Alphabet	GOOG	-5%	√	√√	√√	√√√	√√√	√√√
Alumasc Group	ALU	23%	√√√	√√√	√√√	√	√√√	√√√
Amazon	AMZN	-1%	√	√	√√√	√√√	√√√	√√√
Begbies Traynor	BEG	12%	√√√	√√√	√√	√√√	√	√√√
Billington Holdings	BILN	-12%	√√	√√√	√√	√√	√	√√
Charles Schwab	SCHW	20%	√√√	√	√√√	√	√√	√√√
Cordel Group	CRDL	14%	√√√	√	√√√	√	√√√
Croma Security	CSSG	0%	√√√	√√√	√√√	√√√	√√	√
Deere & Co	DE	24%	√	√	√√	√	√	√√√
Distribution Finance	DFCH	8%	√√√	√√√	√	√	√√√
GetBusy	GETB	-15%	√√√	√	√	√√	√	√√
Hilton Food Group	HFG	-2%	√√√	√√√	√√	√√	√√	√√
Journeo	JNEO	12%	√	√√	√√	√	√√√	√
Keller Group	KLR	7%	√√	√√	√√√	√	√√	√√√
Kinovo	KINO	33%	√√√	√√√	√	√	√	√
Mitie Group	MTO	31%	√	√	√	√√	√	√
MS International	MSI	37%	√	√√	√	√√√	√√	√√√
Touchstar	TST	-8%	√√√	√√√	√	√	√	√√√
Transense Technologies	TRT	-2%	√√	√	√√√	√	√√√	√
Volex	VLX	11%	√	√√	√	√√	√	√
Portfolio Average		8%
FTSE AIM All share		6%
S&P500		4%