I’ve been investing since 2012 and full-time since 2016. I ran an investment company in Australia between 2019 and 2021 which generated an annualised return of 33.8% after fees. Since 2022, I have been managing personal money in the UK and Australia and am in the process of winding down my Australian investments to fully concentrate on the UK.
You will find my portfolio holdings, performance and trade rationale in these posts. This is a place for me to put down my thinking, bring discipline to my investing and hopefully get in touch with other investors. Holdings, weightings and performance are updated weekly.
Since 02/05/25, my policy is to publish my trade intentions (buys and sells) at least two full trading days prior to execution. I also trim and add to positions by 3% of portfolio value when they hit 15% and 3% portfolio weightings respectively in order to manage risk and do not flag these trades in advance. The above rules in this paragraph only relate to my UK investing portfolio, but when I write an article about stocks I will not trade in those stocks in any other portfolio which I manage within two full trading days of publishing.
Content is for general information purposes only and nothing here is advice. I change my mind regularly and without warning.
I pay for a subscription to both Stockopedia and ShareScope and sometimes use screenshots from these providers in my posts. I find them both to be well worth the money.
Please leave comments, especially if you disagree my views, so that I might learn something.
