Finance
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July 2024
An uneventful month for the portfolio. Under-performed its benchmark indices, but that’s the way these things go at times. Continue reading
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June 2024.
A positive month for the portfolio in June, up over 3%. To go with this was a small change in holdings; two funds go out and two new ones brought in. Continue reading
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May 2024.
Not a particularly good month for May. Started nicely but by the end fallers just exceeding climbers. Continue reading
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April 2024
A bit of a negative month for the portfolio. These things happen, so long as you keep doing 2 steps forward for each of these negative steps backward then things will stay positive. Continue reading
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First Year (2023-24) Portfolio Review.
My portfolio, at the end of its first year is showing a nice gain, though not quite beating my target index of the FTSE All World. Happy enough with this. The one thing learnt, don’t over-trade. Continue reading
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March 2024
A rather pleasant month of March in that everything in the portfolio was up. No trades over the last month and nothing planned for the immediate future, very much a case of ‘steady as she goes’. However what will happen to the FTSE 100 and will it break through the 8000 limit. Continue reading
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February 2024
My portfolio shows a nice gain for Feb. There was one sell and one buy during the month which hopefully will give the portfolio an extra added uplift. Continue reading
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January 2024
A good start to the year of 2024. The portfolio’s up and out-performing my benchmark indices. Five individual investments up over 4%, but one looking rather dull. Continue reading
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December 2023
The end of another year, with the month of December showing my portfolio up 3%, the FTSE 100 Index up 3.8% and the FT All World up 4.6%. So nice to be in a positive situation, but still under-performing against these two major indices. Of my 12 investments, two fell during the month, Man GLG Continue reading
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November 2023
A nice gain in November. Out performed the FTSE 100 index, though did not compete with gains from the FT All World index. Continue reading
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