Latest posts tagged with #CFISBA on Bluesky
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.
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.
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.
.August was busy! Sold #TET, held since 2017, for an overall XIRR of about 4%. My patience ran out. Bought #WISE with some cash liberated. Limit order top ups of #RMV and #SPX and regular top up of #CFISBA made it very a busy August. Ended 0.3% up on the month, and up 9% cal. YTD and at an ATH.
