Matthew Griffiths @Henderstron: "End of June 2022 Update..."

United Kingdom

End of June 2022 Update (total holding +/- shown in brackets) June saw another significant drop to cheaper prices as war and global concerns continued. Both $EZJ.L (easyJet) (-49%) and $IAG.L (International Consolidated Airlines) (-29%) lost more ground as flight cancellation and fuel price concerns continue. $TLW.L (Tullow Oil) (-26%) lost more than 15% in June as the merger with Capricorn has failed to turn investor sentiment. Today we wait for the earnings statement. $BHP (BHP Group Ltd ADR) (-8%) has lost all the ground it recovered in May. In Health Technology $GSK.L (GlaxoSmithKline) (+11%) has held steady through June. $CRWD (Crowdstrike Holdings) (+35%) saw steady gains through June. $MONY.L (Moneysupermarket.com Group PLC) (-21%) also recovered by around 4%. $NIO (Nio Inc.-ADR) (-37%) gained ~10% in the month, whilst $LCID (Lucid Group Inc) (-31%) held roughly steady. In July energy and materials concerns continue, with transport, tech and minerals sectors continuing to struggle. Top Open Trades $NET (Cloudflare) +193% $CRWD +266% $SEDG (SolarEdge Technologies) +161% $AAPL (Apple) +122% $GOOG (Alphabet) +85% Worst Open Trades $U (Unity Software Inc.) -74% $BYND (Beyond Meat Inc.) -62% $CINE.L -68%