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

United Kingdom

End of November 2022 Update (total holding +/- shown in brackets) Technology Services. $GOOGL (Alphabet Inc Class A) (+9%) gained over 6% this month, showing some small levelling off after several negative months. One of the Worst Open Trades, $U (Unity Software Inc.) (-74%) had a great month, increasing by almost 34%. Meanwhile $NFLX (Netflix, Inc.) (-18%) recovered from last months fall by over 4%. Electronic Technology. This month $LMT (Lockheed Martin Corporation) (+12%) levelled off, showing no change and consolidating last month’s gains. $RTX (Raytheon-Technologies) (+3%) gained 4%. The winner is $SPCE (Virgin Galactic Holdings Inc) (-74%) with an increase of 10%. Retail Trade. Unfortunately, last month’s gains for $BYND (Beyond Meat Inc.) (-81%) were mostly wiped with it showing a loss of 7%). $OCDO.L (Ocado Group PLC) (-54%) however showed a second strong month, adding 5%. The best performer in this sector was $BABA (Alibaba-ADR) (-39%) as it dug itself out of the hole by almost 38%. Consumer Services. $CINE.L (-85%) held mostly steady in November, consolidating its new value since October’s good news. Producer Manufacturing. One of the best portfolio performers, $SEDG (SolarEdge Technologies) (+68%) solidified that position with an uplift of almost 30%. American truck manufacturer $PCAR (Paccar Inc) (+25%) also showed positive movement by almost 10%. November’s overall gain of just under 2% has outperformed the S&P 500 by a factor of almost 3 once more. Top Open Trades $NET (Cloudflare) +204% $SEDG +193% $CRWD (Crowdstrike Holdings) +147% $AAPL (Apple) +125% $ACN (Accenture Plc) +79% Worst Open Trades $CINE.L -85% $BYND -82% $OTLY (Oatly Group AB) -81%