Nov. 25, sorry for the late report, I was away at the end of month, 7th straight (slightly) up month. ⬆️1.2% in Nov and ⬆️ 2.0% Cal. YTD. Top-ups of #SMT and #FRIN this month. ☀️☀️ #GAW >$BRK, $SONY and 🐕🐕, #RMV, #REL, #SMT.

Good luck everyone!

Oct 25. Second best month of the year for me, after Jan. ⬆️ 2.7% in Oct, now positive ⬆️ 1.0% Cal. YTD. In Oct. regular top ups of #SMT and #FRIN and limit order top up of #WISE. ☀️☀️ #POLR, #GAW $AAPL and 🐕🐕, #BVXP, #GRG, #WISE.

Good luck everyone! Current portfolio shown below.

Aug 25. More or less flat this month (one calc. has port. up 0.2% another calc. down 0.2%). . ⬇️ 2..0% Cal. YTD. Monthly trades: top ups of #SMT and #BVXP. Stars and dogs of the month: ☀️☀️#SPX, $SONY, #DGE, 🐕🐕, #REL, #SGE, #RMV.

Good luck everyone! Current portfolio shown below.

July 25. Slightly up this month ⬆️ 1.2% in July, ⬇️ 2.0% Cal. YTD. Trades: bed and isa: $ADBE, top up #GRG on disappointing trading updateand top up of #CFISBA. ☀️☀️#RMV, #SPX, #SMT, 🐕🐕, #GRG v. poor, and to lesser extents $ADBE, $SONY.

Good luck everyone! Current portfolio shown below.

June 25. Slightly up this month. ⬆️ 0.4% in June, ⬇️ 3.1% Cal. YTD. Only trade, a top of #CFISBA. ☀️☀️#HLMA, #POLR, #RMV 🐕🐕 #DGE, #BVXP, #GRG.

Good luck everyone! Current portfolio shown below.

May 25. A better month than some of the others recently. ⬆️2.7 % in May and now ⬇️ 3.5% Cal. YTD. No trades this month. This month: ☀️☀️ #BVXP, #GRG, #WISE 🐕🐕 $BRK, #DGE,$AAPL

Good luck everyone! Current portfolio shown below.

Apr 25: A month of two halves, down 9% early doors but clawed it back to finish ⬆️ 0.2% in April ⬇️ 6.2% Cal. YTD. Only trade this month, the sale of a few $ADBE. ☀️☀️#IGG, #GAW, #RMV, 🐕🐕 #POLR, #SPX, #SMT.

Good luck everyone! Current portfolio shown below.

Mar 25. Very poor month, down 6.9% and now down 6.4% CalYTD. No trades this month. ☀️☀️#CFSIBA, $BRK, #ULVR,, 🐕🐕 #GRG, #BVXP, #SPX.

Good luck everyone! Curr port below.

Feb 25. Poor month, now back to more or less flat for year. ⬇️ 2.5% in Feb ⬆️ 0.5% CalYTD. Only deal this month was a top up of #DGE on limit order. ☀️☀️ $SONY, $BRK, $AAPL 🐕🐕 #POLR, #CFSIBA and #WISE.

Good luck everyone! Curr portfolio below.

Jan 24. Promising start to the year. ⬆️ 3.1% in Jan. Buys #WISE, #AJB, #GRG, #IWFQ, #CFSIBA mostly funded by selling some Fundsmith. Fundsmith has done particularly well this month! ☀️☀️ #SPX, #HLMA and #SMT, 🐕🐕 #GRG, #CFSIBA and $AAPL.

Happy New Year everyone, good investing! Curr port. below.

Dec 24. A slightly above average year, finishing with a very active final month (for me!). In Dec the regular top of #CFISBA, was complemented with 2 #WISE and 1 #BVXP top ups. Sold some Fundsmith too. Santa did not appear and port. was down 0.8% IN Dec. Overall, port ended up 13.6% in 2024.

Sorry I seemed to scree up the picture. Fingers crosses this is better.

Nov 24, An excellent month. Portfolio gained 6.7%, now up 14.4% CYTD, and at an ATH. News from #SGE, #HLMA and #GAW helped. Two top ups, #GRG and #CFSIBA. ☀️☀️☀️ #SGE, #WISE, #GAW, 🐕🐕🐕 #DGE, #GRG, #ULVR.

Happy December everyone. Good luck. Current portfolio is shown below.

Oct 24. Up and down this month. An all time high mid-month but ending ⬇️ 0.9% in Oct. ⬆️ 7.3% Cal.YTD. Over the month did the regular top of #CFISBA and bought more #WISE on results. ☀️☀️☀️ #GAW, #WISE, #SMT, the 🐕🐕🐕 #SPX, #POLR, #GRG
Current portfolio below. Good luck everyone and Happy Halloween

Sep24. Second down month of the year. ⬇️ 0.8% in Sep, ⬆️ 8.2% CalYTD . Only trade this month, a top of #CFISBA. The ☀️☀️☀️ #ESGB, #DGE, #AJB, the 🐕🐕🐕 #RMV $ADBE, #BVXP.
Current portfolio as below. Good luck everyone.

Aug 24. First portfolio post on bluesky! Sunny outlook so far. I’ll aim to keep reporting the portfolio each month, with the very occasional additional comment. Current portfolio shown below. I will follow with some more text (3 total).