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

United Kingdom

Dear Investors, This is a summary of portfolio performance at the end of July. Following the takeover of Direct Line - which performed highly in the portfolio - the cash proceeds have been reinvested in new opportunities that fit the core portfolio criteria - $GSK.L (GlaxoSmithKline) and $MONY.L (Moneysupermarket.com Group PLC) plus a small top up of an existing position in $TW.L (Taylor Wimpey) Market Data Portfolio down 0.4% in month Portfolio up 34.3% year to date Portfolio up 92.2% over 2 years $SPX500 up 2.4% in month $SPX500 up 8.0% year to date $SPX500 up 38.5% over 2 years $UK100 up 4.1% in month $UK100 up 10.6% year to date $UK100 up 18.6% over 2 years Individual Performers (Month of July) Barclays up 10.0% 📈 BT Group up 7.1% 📈 Genuit down 0.5% 📉 HSBC up 4.3% 📈 IAG up 11.5% 📈 ITV down 0.2% 📉 Legal & General up 0.6% 📈 Lloyds down 1.6% 📈 M&G up 1.7% 📈 Natwest down 3.1% 📈 Phoenix Group up 0.5% 📈 Taylor Wimpey down 13.6% 📈 Vodafone up 5.0% 📈

5 Mentioned

GSK.L

GlaxoSmithKline

MONY.L

Moneysupermarket.com Group PLC

TW.L

Taylor Wimpey

SPX500

UK100

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies