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. Content is for general information purposes only and nothing here is advice.
Holdings, weightings and performance are updated weekly and can be found at the following links:
Substantially all of my personal wealth (80%+) outside of our family home and employer pensions is contained within the above portfolios.
I publish all my trade intentions (new buys and sells) for the two UK portfolios above at least two full trading days prior to execution. The Australian portfolio is being wound down according to automatic rules so I don’t publish these trades.
I manage other portfolios besides the above using the same approach as with my UK Investing Portfolio. These portfolios contain many of the same positions as are found in my UK Investing Portfolio. I do not disclose trades within these portfolios because they mainly belong to friends and family members and, in the case of the small amount of additional personal money, to save time.
Please leave comments, especially if you disagree my views, so that I might learn something.
