Dear Investors,
This is a summary of portfolio performance at the end of September.
Some relatively large individual movements across the portfolio in the month. The portfolio continues to materially outperform the S&P 500 and FTSE 100 on a year to date and 2 year basis.
Market Data
Portfolio up 0.5% in month
Portfolio up 37.8% year to date
Portfolio up 97.2% over 2 years
$SPX500 up 4.4% in month
$SPX500 up 14.0% year to date
$SPX500 up 56.0% over 2 years
$UK100 up 1.6% in month
$UK100 up 13.2% year to date
$UK100 up 24.5% over 2 years
Individual Performers (Month of September)
Barclays up 3.4% π
BT Group down 10.4% π
Genuit up 6.2% π
GSK up 8.7% π
HSBC up 9.5% π
IAG down 1.7% π
ITV down 1.8% π
Legal & General down 2.9% π
Lloyds up 4.4% π
M&G down 4.6% π
MONY down 0.2% π
Natwest up 0.9% π
Phoenix Group down 5.7% π
Taylor Wimpey up 7.0% π
Vodafone down 1.9% π... Show More
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Sat Jan 17 2026 08:16:46 GMT+0000 (Coordinated Universal Time)
