Back from my holiday to a pf ATH, +1.1%wk, 16.3%ytd #GDWN, #HSBA & #BRWM all 😀 #SQZ, which I should have dumped a long time ago😠 Back to work on Monday with a few extra kgs due to lots of lovely French 🧀🥩&🍷that needs shifting 😢 Happy weekends all 🍻

Pleased to report +1.3% wk, beating my b/mark by 0.3% #SBRY & #AAF lead the stocks and #HVPE was my best IT. Some divs arrived and were tucked into #TFIF for now. Interesting to see the FTSE100 is just off ATH but FTSE250 is 10% below its Sept '21 peak I hope you all have excellent w/ends 🍻

Portfolio Update: A positive week at +0.5% but below my b/mark, ytd ticks up to +9.3% Decent gains by #SUP and #GLC, no big falls and a lot of others with no significant moves. No divs from anything and Crypto Week has passed me by 🤷‍♂️ Wishing all friends and followers a splendid weekend 🍷

A small weekly rise of 0.7% (b/mark 0.4%) with ytd 7.1% (5.25%) #SQZ, #SUP & #PSN show how to do it, #AV & #SN show how not to. Special mention to #VLX bc I like it Probably no report for the next 2 weeks as I am away with work again, I'll try a new VPN to get through. Enjoy the warm weather all 🍻

A bit of Spanish sunshine 🌞 (where I am presently) has warmed the pf by just over 2.5% this week 📈 Goodwin #GDWN, silver #SSLN and a nice recovery from recent lows in Caledonian #CLDN all helped. We're back to the UK tomorrow ⛈️ Saludos y adios amigos 🍻

A steady gain of 1.25% this week, bringing ytd to 3.8% #SQZ, #GSK and #VLX make me 😁 #HVO, just a micro-pos'n previously, and now a 1/2 micro-pos'n after today's TU😭 My eye will be off the markets again next week as I am on holiday. Enjoy the weekend everyone 🍻

Brief pf update, up 0.75% this week, now +0.9%ytd #SQZ and #BP led the gains with #AAF and #GSK at the bottom. Probably no update next week as I'll be away and won't be watching the market. Can you all try to make sure nothing goes too wrong for me. Thanks! Happy weekends everyone 🍻

Well that was a turbulent week for the financial markets. My portfolio was down 6.9% putting me 7% down YTD overall I'm not panicked by that, I invest long term. I have 10% cash waiting to be reintroduced and my holding in gold is very positive. Keep the faith, enjoy the sun 🌞

I try not to react when the markets are grumpy, what that actually means is I step away from checking my pf every day until things stabilise, then I buy! Friday pf check shows I'm -0.35% for the week with a ytd of -0.01% #CCC and #GDWN were my best 📈 and worst 📉 Happy wends all 😊

It was great to see Terry Smith at the Fundsmith Annual Shareholders meeting earlier this evening. As usual he ran through the portfolio performance and gave some insight into his thoughts for the coming year. No tips were given, but I'll be looking closely at #ULVR.L in the morning 😉

My pf was down 1.1% this week vs my personal benchmark of 0.9% and FTSE All Share -1.3% #MONY was a winner after a good update but it still looks vulnerable to a takeover. #SQZ released bad news which sent the price back down. Happy weekends to all 🍻 & good luck England 🏉

Another very modest pf gain for the week, just +0.1%, ytd also +ve Nothing exceptionally good or bad After cutting out some deadwood in my SIPP last week I've planted some new holdings. Early days but looking stronger for the long term. Wishing all my followers a splendid weekend 🍻

I saw this on another site. Usually I'd attempt to Anglicise it by changing the S&P to the FTSE out of curiosity, but I'm short of time right now, another day. If history repeats itself in the Year of the Snake we're set for some low return investing ahead.

Airtel Africa #AAF.L is distracting me from my day job this morning as the share price reacts well to the latest Q3 update, up over 11% now. It has also overtaken Volex #VLX.L to become my 4th largest company holding.

As so-so week, up around 2.1% compared to my personal benchmark at 2.6%. I am currently at 9% cash, eyeing up a few new shares but hesitating to pull the trigger. #PSN and #AAF doing well, #DGI9 upsetting me today with a 25% drop. Happy weekend to everyone 🍻

I have just voted against Saba Capital's opportunistic attempt to seize control of Herald IT #HRI I hold HRI in my SIPP since 01/21 (up 88%) and my ISA since 05/21 with a 07/22 top-up (up 26% overall). If you hold this IT please make sure you cast your vote before Friday.

Cheeky of Serica Energy #SQZ.L to use "Ahead" as the first word in an unexpected production update. The rest of the RNS states what a mess they have made of things recently. "Production in the second half of 2024 was clearly disappointing and well below the potential of our asset base" TS in 14 days

I've just published my first investing blog! 📈 I've looked at how to identify companies with predictable earnings using data-driven methods, inspired by Warren Buffett's investment approach. Read more here: medium.com/@patxi.inves... Looking forward to your thoughts! 🤔

It is that time of the year when *the best* investing bargain is up for grabs, no not Hawk Tuah coin, but the Investment Trust Handbook 2025! Free ebook from Harriman House and Jonathan Davis, www.harriman-house.com/ithb2025

Despite £300 today it was a bad year for Premium Bonds, just 2.6% return for me. My younger daughter got 4.65% on her holding, boosting her position as family champ with 6 wins in 11 years. Older daughter 5 wins, me 2 wins, wife 0, some wins joint. Holding on for £1M in 2025 🌟🤣

As Britain wakes up with a post-budget hangover (confused and poorer) many will be thinking wtf actually happened yesterday. The average working person will be paying an extra £1000 tax (£40b / ~40m wp) If you voted for Labour, or didn't vote, in the general election you have no right to complain!

My pf down 0.4% this week despite general strength in the markets - it was inevitable after seeing #EML.L being smashed on Monday, one stock -72% this week 😭 Positives are #GCL.L +11%, #HVO.L Silver #SSLN.L 🥈is starting to shine as is Gold 🥇 A fattish #AV.L divi helped as well. Happy w/ends all 🍻

Good article about stamp duty on shares, with a history lesson included

Alarming report on BBC News about premises displaying incorrect Food Hygiene ratings. This could be dealt with easily by mandating every food vendor must: - display their rating - embedding a QR code for the premises that customers can easily check and report. www.bbc.co.uk/news/article...

A disappointing -0.9% this week compared to my ref. b/mark -0.25% #EML.L was the ⭐ All oils also good #BP.L #SQZ.L #SHEL.L Silver and Gold also strong, I have a few Sovs & #SSLN.L Going down #PXC.L & #LIO.L and a whole load of down a bit stocks. Divis from #FSG.L & #BRWM.L Happy w/end all 🍻

The Q4 UK edition of JP Morgan's Guide to the Markets is out, am.jpmorgan.com/gb/en/asset-... There's always something interesting inside.

Weekly roundup, pf up 0.99% compared to my benchmark at +0.45%. #EML (med pos) & #RBW (v sml) were the winners along with #BRWM in the ITs. Big detractor was #PXC which must be the most un-correlated stock to good news on the market. Decent divis from #LGEN, #SUP Happy weekends everyone 🍻

My weather app has a sense of humour. I simply wanted to check how long the biblical rain that is hammering down outside was due to last for, but first I had to view an ad pushing solar panels for my roof 🌧️☹️

Andrew Perloff the chairman of Panther Securities #PNS.L writes his “ramblings” in today’s HY RNS with usual aplomb. You may not agree with him, but you may smile even if it is with discomfort.

After a recent run of very good guest speakers I hope it is not controversial to say that I thought #136 was one of the best episodes for some time. Listening to @htviolaheir.bsky.social and @conkers3.bsky.social discussing Defensive Winning Strategies was a great listen - well worth the ear-time!

I’ve been a bit quiet here for the last couple of weeks. I’ve not given up, I’ve been away and life got in the way of socials. TBH, it was nice to take a bit of time out. I’m back and on it again now.

In his latest article Jamie Ward discusses the advantages a private investor has over the fund manager, knowledge.sharescope.co.uk/2024/09/04/a... A good, balanced review covering diversification, holding cash and measuring performance against others.

The UBS Global Wealth Report 2024 has been published, www.ubs.com/global/en/we... Some thoughts below ⬇️

England are just starting their 2nd innings against Sri Lanka, the rain has mostly stayed away and I'm on pint #4 surrounded by my old friends. Life is good 😊

I saw a list of best financial documentaries posted on X recently and Inside Job was on it. I watched for the first time this evening - it’s the story of the build up and aftermath of the 2008 financial crisis. Well worth watching. https://youtu.be/T2IaJwkqgPk?si=iJFzOMOcrsDOH3HV

No degree, no problem! The FT is once again hiring a newsroom apprentice, ideally someone from an under-represented group (no Norwegians, in other words, as we’re slowly taking over these days). job-boards.eu.greenhouse.io/financialtim...

I've been playing the renewal game with Virgin Media. Yesterday I called to cancel as my £33 'deal' expired. Out of contact was £55, best they could renew was £40 I'd done research and found 3 5G wireless for £24. Today they called with £25 and double speed to 250MB. Staying with them for £1, easier

Frustrated by the lack of a proper bsky iPad app? Take a look at Skeets for Bluesky. My initial impressions are good. To log in you must use an App Password generated from the Settings (cog) - Advanced section of the “full” web version, I can’t see a way to do it from their official bsky app.

Aquis Exchange #AQX has been on my watchlist for a while. RNS today shows importance of reading it all Highlights include Revenue, Cash & Market Share all up “despite challenging conditions” In the Outlook section there is a profit warning with Revenue and Profit £1m lower 🙁 I’ll keep waiting

I'm not liking the sound of this. "Painful" and "broadest shoulders to carry the heavier burden". It was blindingly obvious that the Labour manifesto and no tax rises pledge was bollocks. I'm angry that others didn't see it, but even angrier at those who didn't vote. They have no right to complain.

I was planning to duplicate a multi-part message here for any of my followers who are not on X, or don't follow me there. My plan came unstuck when I found that BS can't handle multi-part messages yet, so I'll post a link here in case you are curious, x.com/patcat68/sta...

Weekly pf update, flat. Overall -0.1% compared to my benchmark +0.1%. Position sizes shown. ✅ #GCL (sml) +11%, #VLX (med) +4% ❌ #SLP (sml) -6%, #GDWN (big) -5% Bought #BRWM as sector and IT both look set to turn up, #SSLN (silver ETF) as I think it will go up! Happy weekend to new and old friends 🍻

Hello blue sky 😁