John's money ideas

A pleasant start to the year for my portfolio. For the month of January it was up 3.4%, with the FTSE All World up just under half of one percent and the FTSE 100 down a little over 1%.

As for my individual investments, BlackRock Global Unconstrained, GQG Emerging Markets, and Invesco Global Focus were up over 4%, Global Capital Insurance up 5.94%, but the star being Man GLG Japan CoreAlpha, up 7.13%.

The only proverbial fly in the ointment is my Polar Capital European Ex-UK fund which as basically gone nowhere over the last year (where all my others do show gains). As it is trending flat means that the various moving averages I use as my guide are fast catching it up, so perhaps time to be looking around for a replacement. Not in any rush, but I’d rather have something showing growth than seems to be stuck in stagnation. If this was a buy and long term hold type portfolio then I’d just let it be, however I am looking towards more immediate gains, so we shall see.