money
-
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
-
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
-
May 2024.
Not a particularly good month for May. Started nicely but by the end fallers just exceeding climbers. Continue reading
-
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
-
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
-
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
-
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
-
October 2023
October was not a brilliant month for the portfolio, there was a loss. However it did outperform most of the main world indices, so a little silver lining to a dark cloud. Continue reading
-
September 2023
September showed a small portfolio gain, plus up over the last 6 months. Also beating the All World Index over the 6 month period. Continue reading
-
August 2023
A negative investing month, but is it glass half empty or glass half full? Continue reading
John's money ideas 