Paul Mitchell
Paul Mitchell @Retrosupply

Prestaties
Alles

-2.86%2026
2026
37.09%2025
2025
21.27%2024
2024
6.83%2023
2023
-13.12%2022
2022
4.82%2021
2021
37.1%0%-37.1%
Paul Mitchell
Verenigd Koninkrijk
Some good news today of the two week ceasefire and talks have lifted our portfolio 2% and will be more once the US markets open. We should have a better idea of how the portfolio is now positioned by early next week. I have made efforts to contain the risk while still leaving opportunity for recovery... Meer weergeven Vertalen
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CTA
Simplify Managed Futures Strategy ETF
29.6700
0.5400 (1.85%)
Paul Mitchell
Verenigd Koninkrijk
The Iran situation has been a far bigger global problem than I ever imagined three weeks ago. To me it seems less likely now there will be a fast and easy resolution. Trump today declared both Iran and USA want a deal and stocks have risen. I am dubious that this is actually going to happen and seems... Meer weergeven Vertalen
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BARC.L
Barclays
440.15
4.10 (0.94%)
Paul Mitchell
Verenigd Koninkrijk
Another very difficult day for stocks. I have taken the opportunity to sell $CB (Chubb Corp) insurance and rotate the funds straight into $LGEN.L (Legal & General) . Chubb has made around 20% gains in less than six months that I have held it. It doesn't seem especially cheap anymore so I can't... Meer weergeven Vertalen
Paul Mitchell
Verenigd Koninkrijk
Update and my thoughts on the past week and going forward. The Iran situation has consistently surprised me on how much it has affected European stocks day after day in the past week. The portfolio is over 5% down at time of writing which is extremely disappointing. I have been adding to some positions... Meer weergeven Vertalen
Paul Mitchell
Verenigd Koninkrijk
Portfolio update. Today has seen a drop in the international stocks in the portfolio due to the sudden jump in USD value as treasury bonds have regained some 'safe haven' status which is really knocking every global investment when viewed from a USD baseline (as we do on Etoro). As I am very... Meer weergeven Vertalen
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VEU
Vanguard FTSE All-World ex-US
79.70
0.51 (0.64%)
Paul Mitchell
Verenigd Koninkrijk
Quick update for today. Markets will be a bit shaky as although the strikes on Iran were widely expected, the wider regional strikes, especially Iranian missiles hitting UAE wasn't. Gold and Silver acting again as main safe havens. Energy stocks will be choppy as latest news gets digested. Many... Meer weergeven Vertalen
Paul Mitchell
Verenigd Koninkrijk
Quick update. Not much to report. The markets have been a bit choppy but not really heading in any clear direction. I have sold out the position in the Italian Post Office $PST.MI (Poste Italiane) this has made a good profit in a short time and reached what I felt was fair value now (no longer cheap)... Meer weergeven Vertalen
Paul Mitchell
Verenigd Koninkrijk
Portfolio update: The $BTC position has hit my stop loss and sold out. There was nowhere near the level of support at the 70k level I expected and seeing it so quickly pass this means I'm... well obviously not happy... but content with the decision to get out at this level. There has been a distinct... Meer weergeven Vertalen
Paul Mitchell
Verenigd Koninkrijk
Small portfolio update. Some extreme asset volatility since yesterday afternoon that I think should be mentioned. Gold and Silver has had a correction which should be viewed within the context of the rapid rise over the past few months. I am holding my position in both. Crypto is also suffering big... Meer weergeven Vertalen
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ETH
Ethereum
2387.3800
122.6900 (5.42%)
Paul Mitchell
Verenigd Koninkrijk
I just wanted to put a few words down on the importance of separation of investment from trading, and trading from gambling. Just to be clear for anyone new to all of this, in a very simplistic way, investment is taking a medium to long term view of where to put your money to make more money. Trading... Meer weergeven Vertalen

Over Paul Mitchell
Verenigd Koninkrijk
Strategie: Gebeurtenisgedreven

Special opportunitys and deep value.
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