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

United Kingdom

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 $NWG.L (Natwest Group PLC) up significantly, and on the travel and leisure side, $IAG.L (International Consolidated Airlines) also performing well. The exception was $ITV.L (ITV) down materially, but this has since reversed in November with a share price surge following takeover interest from Sky. Market Data Portfolio up 1.7% in month Portfolio up 42.0% year to date Portfolio up 103.2% over 2 years $SPX500 up 2.4% in month $SPX500 up 16.6% year to date $SPX500 up 61.4% over 2 years $UK100 up 3.5% in month $UK100 up 17.6% year to date $UK100 up 32.7% over 2 years Individual Performers (Month of October) Barclays up 6.7% 📈 BT Group down 3.0% 📉 Genuit up 1.8% 📈 GSK up 6.5% 📈 HSBC up 0.8% 📈 IAG up 9.6% 📈 ITV down 14.6% 📉 Legal & General up 0.3% 📈 Lloyds up 6.8% 📈 M&G up 4.2% 📈 MONY down 1.0% 📉 Natwest up 10.9% 📈 Phoenix Group up 3.7% 📈 Taylor Wimpey up 0.6% 📈 Vodafone down 6.7% 📈

5 Mentioned

NWG.L

Natwest Group PLC

IAG.L

International Consolidated Airlines

ITV.L

ITV

SPX500

UK100

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