unit trusts
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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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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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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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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
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August 2023
A negative investing month, but is it glass half empty or glass half full? Continue reading
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June 2023
June, a month of a small gain in the portfolio, though under-performing compared to the FTSE All World Index. Three funds rotated out. Continue reading
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