David H

Always looking for the next opportunity. Long term approach - buy and hold. No comments are recommendations. DYOR.

[David H @In4TheLongTerm]

A ⬇️ week.

Biggest ⬆️
#GAMA Gamma Communicatons: +9.3%
#MMIT Mobius Inv Trust: +1.8%
#VEIL Vietnam Enterprise Inv Trust: +1.3%
Biggest ⬇️
#PAY PayPoint: -3.3%
#DATA GlobalData: -3.3%
#NIOX Niox: -1.6%

Week: -0.2% (FTSE All Share TR: -0.3%)
YTD: +3.1% (FTSE All Share TR: +3.9%)

[David H @In4TheLongTerm]

A ⬇️week.

Biggest ⬆️
#MMIT Mobius Inv Trust: +5.8%
#VEIL Vietnam Enterprise Inv Trust: +3.1%
#PZC PZ Cussons: +2.9%
Biggest ⬇️
#NIOX Niox: -6.9%
#DATA GlobalData: -4.4%
#PAY PayPoint: -3.7%

Week: -1.3% (FTSE All Share TR: -0.9%)
YTD: +3.0% (FTSE All Share TR: +4.2%)

[David H @In4TheLongTerm]

Its been a few weeks since I last looked properly at my portfolio as life has been extremely hectic. But thankfully I'm back in positive YTD territory after a disappointing start to 2026.

Biggest ⬆️
#DATA GlobalData: +5.8%
#NIOX Niox: +1.5%
#MMIT Mobius Inv Trust: +0.7%
Biggest ⬇️
#ELIX Elixirr International: -4.2%
#PZC PZ Cussons: -4.1%
#WEIL Vietnam Enterprise Inv Trust: -3.1%

Week: +0.2% (FTSE All Share TR: -0.1%)
YTD: +4.4% (FTSE All Share TR: +5.2%)

[David H @In4TheLongTerm]

Its been a while since I last posted. Life has been extremely hectic and I've barely looked at my portfolio.

The last week has delivered a ⬇️ performance with no risers whatsoever. Fortunately, I'm holding a significant proportion in cash so hoping to take advantage of a few bargains.

Biggest ⬇️
#DATA GlobalData: -10.6%
#PAY PayPoint: -6.8%
#PZC PZ Cussons: -6.6%
#ELIX Elixirr International: -6.3%
#NIOX Niox: -4.4%
#GHH Gooch & Housego: -4.1%

Week: -2.8% (FTSE All Share TR: -0.2%)
YTD: -3.5% (FTSE All Share TR: +3.4%)

[David H @In4TheLongTerm]

A ⬆️ week.

Biggest ⬆️
#DATA GlobalData: +6.5%
#VEIL Vietnam Enterprise Investments: +4.0%
#ELIX Elixirr International: +2.4%
#BRFI BlackRock Frontiers Inv Trust: +2.0%
Biggest ⬇️
#GAMA Gamma Communications: -3.1%
#PZC PZ Cussons: -1.1%
#MMIT Mobius Inv Trust: -0.4%

Week: +1.8% (FTSE All Share TR: +1.9%)
YTD: +1.4% (FTSE All Share TR: +2.0%)

[David H @In4TheLongTerm]

Thank you for your kind words.

Not every investment or decision works out well- and that's how 2025 went for me. And whilst my investment performance was disappointing, I'm not going to dwell on that. Investing requires resilience and 2026 will bring new interesting and exciting opportunities.

I wish all my fellow investors a prosperous New Year.

[David H @In4TheLongTerm]

The end result from 2025 was disappointing for me.
Portfolio total return was -6.3% against a market which soared. Three of my largest holdings #DATA, #GAMA and #PAY did most of the damage as they all fell significantly.

Biggest ⬆️
#VEIL Vietnam Enterprise Inv Trust: +29.9%
#BRFI BlackRock Frontiers Inv Trust: +19.3%
#GHH Gooch & Housego: +17.6%
#ELIX Elixirr International: +17.2%
Biggest ⬇️
#DATA GlobalData: -40.8%
#GAMA Gamma Communications: -38.3%
#PAY PayPoint: -32.6%
#PZC PZ Cussons: -5.0%

Year end 2025: -6.3% (FTSE All Share TR: +24.0%)

[David H @In4TheLongTerm]

@MGinvestor I also sold out of #TRST earlier this year and very glad I did. I will be interested to see how this plays out.

[David H @In4TheLongTerm]

Not looked at my portfolio for a few weeks but November was a disappointing ⬇️month.

Biggest ⬆️
#PZC PZ Cussons: +8.2%
#DATA GlobalData: +7.8%
#NIOX Niox: +3.8%
Biggest ⬇️
#PAY PayPoint: -29.9%
#GHH Gooch & Housego: -12.2%
#ELIX Elixirr International: -7.8%
#GAMA Gamma Communications: -4.8%

Month: -3.1% (FTSE All Share TR: +0.4)
YTD: -5.5% (FTSE All Share TR: +21.4%)

[David H @In4TheLongTerm]

A ⬇️ week.

Biggest ⬆️
#GHH Gooch & Housego: +1.8%
#BRFI BlackRock Frontiers Inv Trust: +0.3%
#VEIL Vietnam Enterprise Inv Trust: +0.3%
Biggest ⬇️
#DATA GlobalData: -6.8%
#ELIX Elixirr International: -4.5%
#PZC PZ Cussons: -4.2%
#PAY PayPoint: -3.6%
#GMR Gaming Realms: -3.3%

Week: -0.9% (FTSE All Share TR: +0.5%)
YTD: -2.5% (FTSE All Share TR: +20.9%)

[David H @In4TheLongTerm]

A ⬇️week despite a very strong wider market.

Biggest ⬆️
#GHH Gooch & Housego: +5.2%
#GAMA Gamma Communications: +3.3%
#MMIT Mobius Inv Trust: +2.8%
Biggest ⬇️
#PAY PayPoint: -8.8%
#GMR Gaming Realms@ -5.3%
#NIOX Niox: -3.9%
#VEIL Vietnam Enterprise Inv Trust: -3.7%

Week: -0.6% (FTSE All Share TR:+3.2%)
YTD: -0.7% (FTSE All Share TR: +20.3%)

[David H @In4TheLongTerm]

A ⬇️week.

Biggest ⬆️
#PZC PZ Cussons: +0.8%
#GMR Gaming Realms: +0.5%
#VEIL Vietnam Enterprise Inv Trust: +0.3%
Biggest ⬇️
#GHH Gooch & Housego: -8.5%
#TRST Trustpilot: -5.9%
#NIOX Niox: -3.0%
#PAY PayPoint: -2.7%

Week: -1.5% (FTSE All Share TR: -0.6%)
YTD: -0.1% (FTSE All Share TR: +16.7%)

[David H @In4TheLongTerm]

A ⬇️ week.

Biggest ⬆️
#VEIL Vietnam Enterprise Inv Trust: +5.8%
#BRFI: BlackRock Frontiers Inv Trust: +1.3%
Biggest ⬇️
#DATA GlobalData: -6.8%
#GHH Gooch & Housego: -3.0%
#TRST Trustpilot: -1.4%

Week: -0.2% (FTSE All Share TR: -0.8%)
YTD: +1.4% (FTSE All Share TR: +17.4%)

[David H @In4TheLongTerm]

@JohnRosier You appear to have an impersonator.

[David H @In4TheLongTerm]

A ⬆️week and finally back in positive YTD territory.

Biggest⬆️
#PAY PayPoint: +12.9%
#GHH Gooch & Housego: +5.2%
#DATA GlobalData: +3.5%
#GAMA Gamma Communications: +3.0%
Biggest ⬇️
#GMR Gaming Realms: -4.0%
#PZC PZ Cussons: -3.7%
#TRST Trustpilot: -0.6%

Week: +2.2% (FTSE All Share TR: +2.3%)
YTD: +1.6% (FTSE All Share TR: +18.3%)

[David H @In4TheLongTerm]

A ⬇️week.

Biggest ⬆️
#GHH Gooch & Housego: +5.0%
#ELIX Elixirr International: +3.8%
#GMR Gaming Realms: +3.1%
Biggest ⬇️
#DATA GlobalData: -8.0%
#TRST Trustpilot: -4.2%
#MMIT Mobius Inv Trust: -2.1%

Week: -0.1% (FTSE All Share TR: +0.7%)
YTD: -0.6% (FTSE All Share TR: +15.7%)

[David H @In4TheLongTerm]

@Andybrough5 Sadly 'interesting' has not translated into profitable this year.

[David H @In4TheLongTerm]

A ⬆️ week.

Biggest ⬆️
#PZC PZ Cussons: +17.5%
#TRST Trustpilot: +14.9%
#ELIX Elixirr International: +6.1%
#NIOX: +3.7%
Biggest ⬇️
#DATA GlobalData: -8.9%
#GMR Gaming Realms: -2.8%
#VEIL Vietnam Enterprise Inv Trust: -1.9%

Week: +0.5% (FTSE All Share TR: -0.6%)
YTD: -0.5% (FTSE All Share TR: +14.8%)

[David H @In4TheLongTerm]

@doug25c

[David H @In4TheLongTerm]

Another⬇️ week.

Biggest⬆️
#DATA GlobalData: +10.2%
#ELIX Elixirr International: +7.4%
#GHH Gooch & Housego: +3.0%
Biggest ⬇️
#GMR Gaming Realms: -6.8%
#GAMA Gamma Communications: -5.3%
#NIOX Niox: -3.8%
#TRST Trustpilot: -3.2%
#PAY PayPoint: -2.8%

Week: -0.5% (FTSE All Share TR: +0.8%)
YTD: -1.0% (FTSE All Share TR: +15.5%)

[David H @In4TheLongTerm]

@doug25c