Dear Investors,
This is a summary of portfolio performance at the end of August.
Itβs been a month of mixed individual stock performances across the portfolio. With continued solid dividends being paid, there will be opportunities for further top ups in due course.
Market Data
Portfolio up 2.2% in month
Portfolio up 39.2% year to date
Portfolio up 99.2% over 2 years
$SPX500 up 1.2% in month
$SPX500 up 10.1% year to date
$SPX500 up 43.1% over 2 years
$UK100 up 1.0% in month
$UK100 up 11.2% year to date
$UK100 up 23.1% over 2 years
Individual Performers (Month of August)
Barclays down 4.3% π
BT Group up 4.6% π
Genuit down 13.7% π
GSK down 0.6% π
HSBC up 2.5% π
IAG up 2.8% π
ITV down 0.1% π
Legal & General down 3.0% π
Lloyds up 0.9% π
M&G up 2.7% π
MONY down 1.7% π
Natwest down 4.1% π
Phoenix Group up 5.0% π
Taylor Wimpey down 4.3% π
Vodafone up 8.1% π... Show More
Awesome your numbers have been great I know at the time when Rolls-Royce was performing but now it has consolidated I think the financial section sectors is because maybe people don't want to get in depth and a lot of volatility might be happening hedge funds from the US wanted to go into England... Show More
Impressive consistency A +39.2% YTD and nearly doubling in 2 years is excellent performance. Solid dividends on top of that make it even stronger β great foundation for long-term compounding. Curious to see how you plan to position going into Q4 with markets looking a bit choppy.... Show More
Hi, is it the right time to copy? Or should I wait? Thanks ... Show More
3 replies
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Sat Jan 17 2026 18:27:58 GMT+0000 (Coordinated Universal Time)
