@conkers3@MenphysUK Hi Peter, Thanks for this and your podcast. Both companies seem be profitable, growing and well liked by their customers. For these reasons I hope they will do well.
July 2024. ⬆️ slightly, reaching a new ATH on the last day of July. ⬆️ 1.0% in the month and ⬆️ 8.7 % cal. YTD. Happy so far, with 2024!
☀️☀️☀️this month #AJB, #IGG, #GRG, the 🐕🐕🐕 #GAW, #DGE, #SMT. Biggest drain on portfolio, in July, was the largest position, Fundsmith.
June 2024. Best month of the year, ⬆️ 4%. Now ⬆️ 7.5 % cal. YTD. In June hit a series of ATHs.
☀️☀️☀️ this month $ADBE, #HLMA, $AAPL, the 🐕🐕🐕 #TET, #GRG, #DGE.
Two trades this month, a top up #AJB and a regular monthly top up of #CFISBA.
Current portfolio shown below.
Four trades in May. A pair of limit order driven top ups of long-term holdings #SGE and #DGE, a regular monthly top up of #CFISBA and a small punt on #AEIP.
Best in May were #AJB, $AAPL and #IGG and the poorest #SGE, #DGE and $ADBE.
Good luck everyone. Current portfolio below.
May 2024. In the middle of May the pf hit a new ATH, 29 months after the last time in Dec 21. But it was downhill since mid-May and most of the early gains were lost. Ended up 1.6% in May, and up 3.3% Cal. YTD.
April 2024. First down month of 2024. Reversed about half the gains made so far this year. Down 1.9% for the month and now up 1.6% Cal. YTD. Only trade this month, as usuals, was a top up of #CFISBA.
Mar 2024. Up 0.8% this month and 3.6% YTD. Better inching up than down. Only trade this month was another top up of #CFISBA. Best performers were #SMT, #TET, #POLR and the poorest, $ADBE #BVXP, $AAPL.
@reb40 The stocks n shares stuff is ok but I want to thank you for volunteering at the parkrun. I was doing the same. Similarly some of my shares went up and some down last week.