Paul Mitchell
Paul Mitchell @Retrosupply

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-3.90%2026
2026
37.09%2025
2025
21.27%2024
2024
6.83%2023
2023
-13.12%2022
2022
4.82%2021
2021
37.1%0%-37.1%
Paul Mitchell
Another very difficult day for stocks. I have taken the opportunity to sell $CB (Chubb Corp) insurance and rotate the funds straight into $LGEN.L (Legal & General) . Chubb has made around 20% gains in less than six months that I have held it. It doesn't seem especially cheap anymore so I can't... 显示更多 翻译
Paul Mitchell
Update and my thoughts on the past week and going forward. The Iran situation has consistently surprised me on how much it has affected European stocks day after day in the past week. The portfolio is over 5% down at time of writing which is extremely disappointing. I have been adding to some positions... 显示更多 翻译
Paul Mitchell
Portfolio update. Today has seen a drop in the international stocks in the portfolio due to the sudden jump in USD value as treasury bonds have regained some 'safe haven' status which is really knocking every global investment when viewed from a USD baseline (as we do on Etoro). As I am very... 显示更多 翻译
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VEU
Vanguard FTSE All-World ex-US
75.61
-1.51 (-1.96%)
Paul Mitchell
Quick update for today. Markets will be a bit shaky as although the strikes on Iran were widely expected, the wider regional strikes, especially Iranian missiles hitting UAE wasn't. Gold and Silver acting again as main safe havens. Energy stocks will be choppy as latest news gets digested. Many... 显示更多 翻译
Paul Mitchell
Quick update. Not much to report. The markets have been a bit choppy but not really heading in any clear direction. I have sold out the position in the Italian Post Office $PST.MI (Poste Italiane) this has made a good profit in a short time and reached what I felt was fair value now (no longer cheap)... 显示更多 翻译
Paul Mitchell
Portfolio update: The $BTC position has hit my stop loss and sold out. There was nowhere near the level of support at the 70k level I expected and seeing it so quickly pass this means I'm... well obviously not happy... but content with the decision to get out at this level. There has been a distinct... 显示更多 翻译
Paul Mitchell
Small portfolio update. Some extreme asset volatility since yesterday afternoon that I think should be mentioned. Gold and Silver has had a correction which should be viewed within the context of the rapid rise over the past few months. I am holding my position in both. Crypto is also suffering big... 显示更多 翻译
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ETH
Ethereum
2120.8100
55.6700 (2.70%)
Paul Mitchell
I just wanted to put a few words down on the importance of separation of investment from trading, and trading from gambling. Just to be clear for anyone new to all of this, in a very simplistic way, investment is taking a medium to long term view of where to put your money to make more money. Trading... 显示更多 翻译
Paul Mitchell
Small portfolio update. I have sold the position in the Japanese market $LCJD.L (Amundi MSCI Japan UCITS ETF Acc) at around 11% profit in less than six months. There is a currency and bond price turbulence in Japan and I am very unclear how the situation will end up for the stock market. Its too complicated... 显示更多 翻译
Paul Mitchell
Small portfolio update for copiers. I have sold out the cash position in USD. I don't think it's useful right now and although it is the 'baseline' money here on Etoro, that doesn't mean its real world value is stable. The position in $XEON.DE (Xtrackers II EUR Overnight Rate Swap... 显示更多 翻译

关于 Paul Mitchell
英国
策略: 事件驱动策略

Special opportunitys and deep value.
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