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2021 PF Thread:
Nice to have a positive start, up 2.91% weekly/YTD. 16 up, 9 down
⭐️ #BRWM #IPX #MRCH #QTX #RCH #SPSY
🐶 None >5%
Exited #III for a 64% gain to buy two shiny new things (positions still under construction). I also top sliced some #RCH
RNS #IPX #RCH 👇
Nice to have a positive start, up 2.91% weekly/YTD. 16 up, 9 down
⭐️ #BRWM #IPX #MRCH #QTX #RCH #SPSY
🐶 None >5%
Exited #III for a 64% gain to buy two shiny new things (positions still under construction). I also top sliced some #RCH
RNS #IPX #RCH 👇
#IPX First quarter AuM up by 20% to £24bn. The shares are highly rated but the tailwind of ESG and scalability of their funds puts them in a sweet spot.
#RCH An ahead of expectations TU. Great news but it's a crowded trade and I top sliced around 20% of my holding
#RCH An ahead of expectations TU. Great news but it's a crowded trade and I top sliced around 20% of my holding
A weak Friday leaves the PF down 1.1% weekly and +1.77% YTD. 8 up, 15 down, 2 unch
⭐️ EKF, FNX
🐶 BRWM, FDM, GAW, JIM, RCH
Exit: QTX
New: CEY, FNX, UPGS
RNS: QTX, GAMA, GAW, EKF, AAZ, POLR - comments 👇
⭐️ EKF, FNX
🐶 BRWM, FDM, GAW, JIM, RCH
Exit: QTX
New: CEY, FNX, UPGS
RNS: QTX, GAMA, GAW, EKF, AAZ, POLR - comments 👇
GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
2020 weekly close thread for PFAS.
Down 0.17% over the first two trading sessions. 11 up, 9 down, 5 unch...
No movements greater than 5%
Divis #ULS #RECI
Exit: #RRE (too crowded, no edge)
Slice: #AAZ (to 20% weight)
Now 8% cash which I plan to deploy next week
Good w/e all
Down 0.17% over the first two trading sessions. 11 up, 9 down, 5 unch...
No movements greater than 5%
Divis #ULS #RECI
Exit: #RRE (too crowded, no edge)
Slice: #AAZ (to 20% weight)
Now 8% cash which I plan to deploy next week
Good w/e all
