Morning all and a positive week for the portfolio +0.85%.

⭐️assets: Tech (#PCT); Private Equity (#HGT).

💩assets: Gold (#SGLG); REITs (#TRY).

Dividend from #JGGI

Portfolio now +6.55% YTD - have great weekends 🍻.

Morning all and a positive week for the portfolio +0.81%.

Best assets: REIT (#TRY), Global (#AGT).

Worst assets: Gold (#SGLN/#IGLG), Global Eq Inc (#JGGI).

Portfolio now +4.15% YTD 🍻

Morning all and a positive week for the portfolio +1.87%.

Best assets: UK Smaller Co's (#JUGI), Tech (#PCT).

Worst assets: Infrastructure (#INPP), Gold (#SGLN).

Dividend from Artemis SmartGARP Emerging Markets.

Portfolio now up +1.41% YTD.

Have great (long) weekends 🍻

Morning all - a positive week, with the portfolio up +1.46%

Best assets: Tech (#PCT), Global Eq Inc (#MYI).

Worst assets: Infrastructure (#INPP), Absolute Return (Argonaut Absolute Return).

Dividend received from #BERI.

Portfolio now down -0.45% YTD.

Have great weekends 🍻

Morning all and a negative week for the portfolio -0.27%.

Best assets: Private Equity (#HGT), Gold (#SGLN).

Worst assets: Tech (#PCT), Resources (#BERI).

Portfolio now +0.30% YTD.

Have great weekends 🍻

Portfolio for 2025:
#ALW Global
Artemis SmartGARP EM
#AGT Global Value
#BERI Resources
#HGT PE
#INPP Infra
#SGLN Gold
#JGGI Global
#JUGI UK Small Co's
#LWDB UK
#MYI Growth/Inc
#PCT Tech
Ranmore Global Eq (Value)
#TRY REIT
VT Argonaut Ab Return

Eq 63%, Gold/INPP 20%, Alt 15%.

Evening all and a slightly up week +0.30%

Best assets: Emerging Markets (Artemis SmartGARP EM), Global Value (Ranmore Global Equity).

Worst assets: PE (#HGT), Global Income (#MYI).

Portfolio now +0.57% YTD.

Have great weekends 🍻

Hi everyone and a negative week for the portfolio -0.47%.

Worst assets: Infrastructure (#INPP), REIT (#TRY), Technology (#PCT).

Best assets: Private Equity (#HGT), Emerging Markets (Artemis SmartGARP EM), Gold (#SGLN).

Portfolio now +4.43% YTD.

Have great weekends 🍻

Following on from the receipt of dividends over the last few weeks, these have been invested in the ‘alternatives’ part of my portfolio. Topped up ‘Resources’ #BERI and REIT #TRY as these were below target holding value.

I invested a proportion of my SIPP in Barry Norris’s
@Argonautcapital
Absolute Return fund between October and November 2024. So far this holding is up 13.63%. Shoulda woulda couda invested more! Love his approach and different portfolio holdings from the ‘norm’ 👍.

Morning all - a negative week for the portfolio -0.46%. Somewhat saved by my 15% holding in Gold #SGLN.

Positives this week: #SGLN, Argonaut, #BERI
Negatives this week: #TRY, #INPP, #JUGI

Dividends this week from #BERI #TRY retained in cash.

Portfolio now +0.47% YTD. 🍻

Flat week for the portfolio +0.03%. Best assets: Tech (#PCT), Emerging M (Artemis SmartGARP). Worst assets: Infrastructure (#INPP), Resources (#BERI).

Portfolio now up 8.68% YTD.

Have great weekends and hope all your roof tiles remain intact 🌪️🍻

Morning all - a positive week for the portfolio +0.89%. Best performers were Energy & Resources (#BERI), Gold (#SGLN) and Tech (#PCT).

Portfolio now +8.65% YTD and 23% still in cash.

Have great weekends 🍻

Quiet week for the portfolio with nothing happening. Very slightly down by -0.04% and portfolio +7.76%YTD.

Morning all - two weeks into my re-invested SIPP & still have 1/3rd in cash. 15 ITs/funds chosen for my ‘set and forget’ portfolio aside from rebalancing. Thanks to interest added from May to date on cash in SIPP, & after deducting PCLS, YTD return is 7.8%. Have great weekends 🍻.

Morning all - I am ready to re-invest away from cash. my thoughts are as follows:

60% between: JGGI, L&G Global 100, AGT, JPM Emerging Markets, MWY, LWDB, Argonaut.

25% between: CGT, PNL (+ 1 more).

13% between: PIN, OCI, BERI, CYN.

2% in: CSH2.

Other suggestions very welcome, cheers 🙏.