✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
This month saw no major moves for the portfolio, while indexes also finished mostly negative. Our UK stocks generally outperformed, with $BME.L (B&M European Value Retail SA) leading the portfolio this month, up 17%. This is counter-balanced... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
This month finishes again with a positive performance, concentrated by some great gains by our largest holding, $HPQ (Hewlett Packard) . This has been a slow one for us, remaining discounted for a long time. Its recent earnings... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
April finishes positive, bringing our portfolio firmly back in the green for the year after a difficult March. This comes largely through gains in $SBUX (Starbucks Corp), which outperformed, as well as our position in $HPS, which... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
This month was a difficult one for the portfolio, with drops on almost all our stocks as markets fell around 7.5%.
Our portfolio took a slightly smaller drop, at around 4.5% due to some overperforming positions, and the cash... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
January set our portfolio positive to start the year as we made a modest increase, up 1.64% for the month. The strongest performer was $LMT (Lockheed Martin Corporation), which gained almost 30%, followed by $RIO.L (Rio Tinto)... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
A quick update from me today, firstly to say that I hope you all had a great Christmas and ahead of tomorrow have a great New Years.
I expect to write a longer post in the coming weeks breaking down the performance of the last... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
🔊 Monthly Update
We close this month slightly negative after mixed results from a collection of our holdings.
Our main activity this month was an increase in our $HPQ (Hewlett Packard) position. After we sold some last month... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
🔊 Monthly Update
We close this month slightly negative after a mixed month for the markets. Our two largest holdings, $HPQ (Hewlett Packard) and $BAG.L (A.G. Barr PLC) continue to perform well, however some of our other dividend-paying... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
🔊 Monthly Update
The usual monthly updated from me today. After a great month last time, we are reaching the end of a relativley quiet month today as we close slightly positive.
This month our portfolio has been lead by $BME.L... 顯示更多 翻譯
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈
🔊 Monthly Update
A quick recap of how the month has gone for us:
As we come to the end of the month, we finished one of the best months of the year so far! Our portfolio has climbed up 3.5%, bringing us towards a new high... 顯示更多 翻譯
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
