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

United Kingdom

End of April 2022 Update (total holding +/ shown in brackets) Though March ended much like February, April lost a lot of ground as inflation, war, and associated challenges continue to push prices and restrict supply. A new position in $TSLA (Tesla Motors, Inc.) has been opened after the recent dip, although it’s too soon to draw any conclusions. The two minor Transportation positions $EZJ.L (easyJet) (-30%) and $IAG.L (International Consolidated Airlines) (-10%) both remained in almost the same positions as at the end of March. All three Mineral positions fell back after their March recovery, with $BHP (BHP Group Ltd ADR) (+22%) losing the most showing a 19% drop. For the second month in a row in Health Technology, $GSK.L (GlaxoSmithKline) (+16%) has added another 9%. $SN.L (Smith & Nephew) (+2%) has finally gone green after gaining over 5%. Electronic Technology in April has seen $INTC (Intel) (-12%) fall back into the red again. Similarly $AAPL (Apple) (+101%) has lost 22%. Whilst Consumer Durables star $TSLA (-9%) overall fell by 10%, this will hopefully be offset by the new position in the coming weeks. $NIO (Nio Inc.-ADR) (-50%) has lost about 5% and $LCID (Lucid Group Inc) (-35%) fell back by 25%. May is expected to continue in a similar vein with inflation and supply constraints in all sectors. Top Open Trades $NET (Cloudflare) +433% $CRWD (Crowdstrike Holdings) +318% $SEDG (SolarEdge Technologies) +146% $AAPL +140% $GOOG (Alphabet) +85% Worst Open Trades $SPCE (Virgin Galactic Holdings Inc) -62% $OTLY (Oatly Group AB) -59% $U (Unity Software Inc.) -57%