Is it safe to come out yet?? Q1 2022 Update

Hello again all, hope you are keeping well and that the markets haven’t treated you too badly this year so far! It is quite a torrid time for now with lots of global uncertainty every way you look. My thoughts are still with the millions of innocent people affected by the war in Ukraine, they will want to get on with their lives as before but circumstances mean that things are extremely unsettled for now to say the least!… Read the rest...

Happy Valentines Day!

This is a really quick update now that I have a few minutes to spare…

Lets start with my YTD which like many has started on a shaky footing at -6.83% so lots of room for improvement there!

Holdings as at 12/02/2022

In terms of my holdings they now look something like this… See also current holdings page in case you cant read those tickers below.… Read the rest...

The Year that was 2021

In Summary my overall portfolio is up by 27.8% for 2021

2021 is finally over and my YTD is +27.8% which I am very happy with as it was a long slog of a year! (In 2020 I gained 24%) You can see from the graph below that the portfolio peaked in September and then dwindled down a few percentage points as quarter 4 continued.
Read the rest...

Black Monday Sells…

Excuse my post title – its not really black monday I don’t think… but the title hints at the fact that I got hit today by a profit warning on one of my holdings today.

That was ARC Arcontech Group PLC – they were already on shaky ground for me with my decision to hold on to them back in September at the time of their final results coming back to haunt me!… Read the rest...

Black Friday Sales!

Well Friday was a choppy day on the markets alright! Fears from the new Covid variant seeming to spook the market. My YTD figure promptly dropped back to around 23% from 30% at the start of the week so quite a hit.… Read the rest...

Portfolio update Q2 & July 2021

Can you believe Covid19 is still around! Early on we all thought it would be gone by now! The vaccine program roll out has been a success in general and is starting to have a positive effect on the number of cases and more importantly the number of deaths!… Read the rest...

Quarter 1 of 2021

Can you believe it is Easter of 2021 already!

Covid19 is still around unfortunately but hopefully the vaccine program is starting to have a positive effect on the number of cases and more importantly the number of deaths!

It has been a relatively quiet quarter for me so hence the prompt summary as there is not much to summarise!… Read the rest...