الأداء
الكل

46.05%2025
2025
22.54%2024
2024
16.77%2023
2023
5.27%2022
2022
46.0%0%-46.0%
Andrew Rice
المملكة المتحدة
Dear Investors, This is a summary of portfolio performance at the end of November. I’ve made sizeable top-ups to all positions based on continued belief in the long term potential of the portfolio. I’ve also added positions in $DGE.L (Diageo) and $ADM.L (Admiral Group) - both stocks with the long... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Strong performance from $VOD.L ( Vodafone Group PLC) today up 8%+ on the announcement of the first dividend increase since 2018. Also announced they’re on track to hit the upper end of profit and cash flow guidance. Shares up 40% YTD, and moving towards a progressive dividend policy. ترجم
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VOD.L
Vodafone Group PLC
94.67
0.44 (0.47%)
Andrew Rice
المملكة المتحدة
Dear Investors, This is a summary of portfolio performance at the end of October. Year to date performance continues to be strong, up 42%. Portfolio return over two years is +103%. Generally a solid month of performance across the portfolio, particularly the financial services positions including... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Dear Investors, This is a summary of portfolio performance at the end of September. Some relatively large individual movements across the portfolio in the month. The portfolio continues to materially outperform the S&P 500 and FTSE 100 on a year to date and 2 year basis. Market Data Portfolio... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Dear Investors, This is a summary of portfolio performance at the end of August. It’s been a month of mixed individual stock performances across the portfolio. With continued solid dividends being paid, there will be opportunities for further top ups in due course. Market Data Portfolio up 2.2%... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Dear Investors, This is a summary of portfolio performance at the end of July. Following the takeover of Direct Line - which performed highly in the portfolio - the cash proceeds have been reinvested in new opportunities that fit the core portfolio criteria - $GSK.L (GlaxoSmithKline) and $MONY.L (Moneysupermarket.com... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Dear Investors, Summary of portfolio performance at the end of June. Market Data Portfolio up 5.0% in month Portfolio up 34.8% year to date Portfolio up 92.8% over 2 years $SPX500 up 5.0% in month S&P 500 up 5.5% year to date S&P 500 up 39.3% over 2 years $UK100 performed flat in month FTSE... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Dear Investors, Belated summary of portfolio performance at the end of May. June to follow soon. Market Data Portfolio up 10.7% in month Portfolio up 28.5% year to date Portfolio up 83.2% over 2 years $SPX500 up 6.2% in month $SPX500 up 0.5% year to date $UK100 up 3.2% in month $UK100 up 7.3%... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Dear Investors, It’s been a solid few weeks with YTD performance at time of writing of +12.35%. While currently lots of volatility in global markets, it doesn’t alter the strategy of buying and holding high quality UK businesses with strong cash flows and well established market positions, when they... عرض المزيد ترجم
Andrew Rice
المملكة المتحدة
Good to see the FTSE100 continuing to creep up this month to new highs as (amongst other things) the market switches on to the inherent value in the index. Still lots of undervalued opportunities with strong fundamentals and solid yields, the best of which I look to capture. Corporates and Private... عرض المزيد ترجم

نبذة Andrew Rice
المملكة المتحدة
استراتيجية: القيمة

Investment Manager at UK fund, 10 years working in finance, 15 years investing in stocks
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