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π Monthly Update
The usual monthly updated from me today. After a great month last time, we are reaching the end of a relativley quiet month today as we close slightly positive.
This month our portfolio has been lead by $BME.L (B&M European Value Retail SA) which we opened a small position in following its recent drops. Our holding has leapt up 9% this month, making it our top performer. Still a long way off fair value, we still won't be closing this any time soon.
Other news for the portfolio, our WK Kellogg shares have been sold after the recent acquisition for $23 per share. While we received these shares as part of the split from $K (Kellanova) and so do not have an opening price, this is a big jump from the $15 per share pricing from earlier in the year.
In the meantime our shares in $K have continued to grow, up now 20% from our purchase price. The profit from WK Kellogg adds around another 10% on top of that.
Take a look at my pinned post to learn more about my investment strategy, which combines value and dividend investing to generate steady income with significant potential for growth! ππ°π
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Wed Nov 12 2025 20:04:14 GMT+0000 (Coordinated Universal Time)
