Quick general update for copiers.
I'm pleased to see the portfolio has bounced back up to almost where it was at the start of the year at time of writing. I am still in drawdown from peak however because of gains at start of year. The markets as a whole are now extremely positive on a peace deal and oil flow situation which is not really a finalised and certain outcome. Reaching all time highs at the moment seems excessive but that is where the US indexes are priced. Trying to balance between not missing out on gains while being aware of downside risk is the play at the moment I feel - I would not be surprised if everything has changed by the middle of next week.
Thanks to all my copiers, as always this is my personal thoughts and opinions and should not be taken as investment advice.
Paul... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sun Jul 19 2026 03:23:23 GMT+0000 (Coordinated Universal Time)
