Andrew Rice @ValueBuddy: "Dear Investors, This is a summary..."

United Kingdom

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 term value potential and cashflow profile that meet the portfolio objectives. Year to date performance continues to be strong, up 47%. Portfolio return over two years is up 110%. Generally a solid month of performance across the portfolio, particularly $ITV.L (ITV) up 17% in-month following takeover interest from Sky. By contrast $GEN.L (Genuit Group PLC) had a poor month down 11.5% on the back of a lower profit forecast amid subdued market conditions. Market Data Portfolio up 3.3% in month Portfolio up 46.7% year to date Portfolio up 110.0% over 2 years $SPX500 down 0.9% in month $SPX500 up 16.7% year to date $SPX500 up 50.5% over 2 years $UK100 down 0.1% in month $UK100 up 17.7% year to date $UK100 up 30.4% over 2 years Individual Performers (Month of November) Barclays up 6.5% 📈 BT Group down 1.3% 📉 Genuit down 11.5% 📉 GSK up 2.2% 📈 HSBC down 0.1% 📉 IAG down 2.8% 📉 ITV up 17.0% 📈 Legal & General up 2.7% 📈 Lloyds up 8.9% 📈 M&G up 2.2% 📈 MONY down 3.3% 📉 Natwest up 8.3% 📈 Phoenix Group up 1.6% 📈 Taylor Wimpey down 4.7% 📉 Vodafone up 3.8% 📈

6 Mentioned Show all

DGE.L

ADM.L

ITV.L

GEN.L

SPX500

UK100

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