📈 Weekly Portfolio Update — Consolidating the Recovery
A quieter week, but a constructive one.
Following the strong recovery through July and August, September has started in positive territory at +0.85%, taking the portfolio to +2.56% YTD.
After the speed of the recent rebound, I’m perfectly happy... Visa mer Översätt
📈 Weekly Portfolio Update — The Recovery Gathers Pace
A much more positive update this week.
After what has been a challenging first half of 2026, the recovery has accelerated significantly. August is now +9.97% and the portfolio has moved back into positive territory for the year at +4.51%.
More... Visa mer Översätt
Another week complete, so I thought I’d share a quick update with everyone following the portfolio.
The good news is… there really isn’t much to report!
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📈 Slow and Steady
Sometimes the quiet weeks are the best weeks.
There have been very few changes to the portfolio,... Visa mer Översätt
📊 Weekly Portfolio Update
Hi everyone 👋
Another week complete, and there have been no major changes to either the portfolio or the overall strategy.
August has started relatively quietly with a small positive return, while the portfolio remains broadly in line with the long-term allocation I’ve... Visa mer Översätt
📊 Weekly Portfolio Update
Hi everyone 👋
Another week completed, and there haven’t been any significant changes to either the portfolio or the overall strategy.
July has now closed at +3.19%, helping recover part of June’s drawdown, with the portfolio sitting at -4.96% year-to-date.
Whilst I’m obviously... Visa mer Översätt
📊 Weekly Update | Sniper Strategy
Hi all 👋
Another week complete and, despite continued volatility across several of our core holdings, July remains a solid month for the portfolio.
We’re currently +4.36% for July, which has reduced the year-to-date position to -3.89%.
Considering we finished June... Visa mer Översätt
📊 Weekly Update | Sniper Strategy
Hi all 👋
Another week in the books, and while markets continue to move around, July remains a much more positive month for the portfolio after what was a particularly difficult June.
The portfolio is currently +3.97% for July, bringing the year-to-date position... Visa mer Översätt
📊 Weekly Update | Sniper Strategy
Hi all 👋
Overall, it’s been a relatively constructive week.
Markets remain volatile and there’s certainly no shortage of headlines, but compared to where we were just a few weeks ago, the portfolio continues to recover steadily.
The year-to-date return has now... Visa mer Översätt
📊 Weekly Update | Sniper Strategy
Hi all 👋
After several challenging months, it’s nice to finally have something a little more positive to report.
Markets remain volatile and there are still plenty of uncertainties ahead, but the portfolio has started to show some encouraging signs of stabilisation.
July... Visa mer Översätt
📊 Weekly Update | Sniper Strategy
Hi all 👋
Another difficult week for the portfolio, and there’s no point pretending otherwise.
Broad market weakness continued throughout the week, with gold extending its pullback, Bitcoin remaining under pressure and several defensive names continuing to trade... Visa mer Översätt
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