Thread by @BrilliantLeader

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 👇

#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

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 👇

#QTX In line but reduced forward guidance - maybe that's just conservative but on a high valuation, I prefer to watch from the side for now.

#GAMA Slightly ahead and raised guidance ✅

#GAW Outstanding interims 🙌

#EKF Materially ahead, raised guidance 🙌

More 👇

#AAZ $100m revenues and ~$39m cash plus 3 restored CAs, one of which is larger than Gedabek 👀

#POLR +55% AuM, largely performance related ✅

New holdings. I rarely buy recent IPOs but FNX could be a high quality compounder 🤞 CEY and UPGS are both value plays. Good w/e all 🍷

PF up 7.53% weekly (+9.44% YTD). 13 up, 12 down

⭐️ AAZ, KETL
🐶 IGG, UPGS

No trades. AAZ did the heaving lifting by re-announcing last weeks' news but with some mouth watering numbers. News from KETL, SPT, CEY, EMIS was ✅ but IGG acq ❌

Thought for the week 👇 Now🍷🍷

Just to keep the thread up to date, I have made a small portfolio adjustment today, exiting IGG (I just can’t get comfortable with the new direction of travel) and replacing it with SLP in which I am a bit late to the party, perhaps 🤷🏻‍♂️ Q2 update this week I believe 🤞

This week’s market moves have prompted me into a little more trading than anticipated. I have exited UPGS & CEY both approaching my SL on initial purchases (as was SLP where I opted to average down). Also, topped up BRWM, FNX, GAW, KETL, SPT and (cough) AAZ 😜

PF down 3.83% weekly (+5.25% YTD). 2 up, 22 down, 2 unch
⭐️ None >5%
🐶 AVST, BRWM, EKF, HFEL, IPX, SPT, SLP

Exit: IGG, UPGS, CEY
New: SLP
Adds: SPT, AAZ, BRWM, GAW, FNX, KETL
RNS: KETL, FDM, FNX, SLP - all ✅

On weeks like this, it is good to remember 👇

Now 🍷 & ⚽️🍒

PF up 2.75% weekly (+8.14% YTD). 19 up, 3 down, 2 unch
⭐️ AVST, RCH, JIM, KETL
🐶 None >5%

A quiet week with news from SMS (slightly ahead) and SPSY (project acceleration) being the only interruptions to a blissfully dull week

Enjoy your w/e folks 🍷

PF down 0.2% weekly (+7.92% YTD). 14 up, 6 down, 4 unch
⭐️ FNX, RCH, SPT, SLP
🐶 AAZ

AAZ the main drag on what was otherwise a positive week with no meaningful RNS announcements among PF holdings, no trades and no divis 💤

Enjoy your w/e folks 🍷

PF down 1.3% weekly (+6.52% YTD). 6 up, 16 down, 2 unch
⭐️ BRWM
🐶 EKF, GAW, SMS, SPSY, SPT

No trades and no significant news 💤

Enjoy your w/e folks 🍷

PF down 1.7% weekly (+4.71% YTD). 6 up, 16 down, 2 unch
⭐️ None >5%
🐶 IPX, VFEM

Exit: HINT, FDM
New: BERI, FXPO
Sliced: BRWM
Add: VFEM, AAZ
RNS: Interims from FNX & SLP both ✅
Divis: HFEL, SUPR, HINT, FDM

A choppy week! Enjoy your w/e folks 🍷

PF down 3.1% weekly (+1.47% YTD). 12 up, 8 down, 2 unch
⭐️ SMS
🐶 AAZ

Exit: AVST, RCH
Add: AAZ, VFEM, EMIS, FNX, FXPO, GAMA, SPT
RNS: AAZ, RCH, SUPR, AVST, GAMA, SMS, BRWM, SPT

Mr Market reminding me who's boss and pointing out the flaw in my strategy 😤

Enjoy your w/e folks🍷

PF up 4.03% weekly (+5.5% YTD). 17 up, 3 down, 2 unch
⭐️ AAZ, FXPO, JIM
🐶 None >5%

No trades. Excellent FY results from JIM and SPT along with a special dividend from AAZ.

Enjoy your w/e folks 🍷

PF up 2.73% weekly (+8.43% YTD). 13 up, 6 down, 3 unch
⭐️ AAZ, FXPO, FNX
🐶 EKF

Top sliced some BRWM & SLP to top up FXPO, SMS, FNX

Dividends this week from MRCH & JIM

RNS: Excellent FY results from SMS, FXPO & EMIS along with a brief TU from GAW

Enjoy your w/e folks 🍷

PF down 0.78% weekly (+7.58% YTD). 10 up, 11 down, 1 unch
⭐️ EKF, GAMA, SPSY
🐶 SLP

Exited FXPO in favour of new holding RIO plus small top ups of VFEM and AAZ

Divi: FNX

RNS: Solid FY results/outlook from SPSY, GAMA, KETL ✅

Enjoy your w/e folks 🍷

PF down 0.35% weekly (+7.21% YTD). 13 up, 6 down, 3 unch
⭐️ EKF, IPX
🐶 JIM

Trades: Exited BERI in favour of new holding EDIN and top sliced a few EKF

RNS: Encouraging interims from BVXP✅ and outstanding FY results/outlook from EKF 🙌

Enjoy your long w/e folks 🍷

PF up 2.8% weekly (+10.21% YTD & ATH). 19 up, 1 down, 2 unch
⭐️ BRWM, GAMA, IPX, JIM, KETL, SLP
🐶 None >5%

Trades: None
Divi: VFEM, SLP
RNS: Excellent progress from IPX with AuM now £30bn 🙌

Enjoy your w/e folks🍷

ICYMI: My Q1 PF review 👇shareknowledge.blog/2021/04/05/the…

PF down 0.6% weekly (+9.55% YTD). 14 up, 6 down, 2 unch
⭐️ IPX, JIM, RIO
🐶 AAZ

No Trades or Divis

RNS: A disappointing Q1 update from AAZ (somewhat expected) and decent AuM progress from POLR

Enjoy your w/e folks 🍷

PF up 1.83% weekly (+11.56% YTD). 14 up, 8 down
⭐️ AAZ, SPT
🐶 None >5%

Trades: None
Divi: BERI (no longer held) & BVXP
RNS: RIO✅ AAZ✅ SPSY✅ HFEL✅

Enjoy your w/e folks 🍷

PF down 1.02% weekly (+10.41% YTD). 8 up, 13 down, 1 unch
⭐️ FNX, IPX
🐶 EKF, SPSY

Trades: None
Divi: SMS, SPT, GAW
RNS: Updates from SPT (Q1)✅ and SLP (Q3)✅ were the only interruptions to my observation of paint drying 💤

Enjoy your w/e folks 🍷

PF up 1.45% weekly (+12.01% YTD & ATH). 14 up, 8 down
⭐️ AAZ, BRWM, RIO, SLP
🐶 JIM

Trades: None
Divi: BRWM
RNS: Nothing significant 💤

Enjoy your w/e folks 🍷

PF down 0.74% weekly (+11.19% YTD). 8 up, 12 down, 2 unch
⭐️ None >5%
🐶 EKF, RIO

Trades: Exited VFEM in favour of new holding EAT plus top-ups to EDIN & JIM
Divi: EMIS
RNS: A 16% Q increase in dividend for JIM was the highlight of another quiet week

Enjoy your w/e folks 🍷

PF up 3.42% weekly (+14.99% YTD & ATH). 11 up, 8 down, 3 unch
⭐️ AAZ, EKF, GAMA
🐶 FNX, JIM, SLP

Trades: Exited RIO in favour of POLY (commodity switch). Top sliced SLP to top up EAT, SPT, FNX
Divi: MRCH, SUPR
RNS: EKF, AAZ, GAW, SMS, GAMA - all ✅

Enjoy your w/e folks 🍷

PF up 0.84% weekly (+15.95% YTD). 12 up, 10 down, 2 unch
⭐️ IPX
🐶 FNX

Reduced: BRWM
Add: JIM
Exit: SLP
New: AEWU, RECI, PGH
Divi: EDIN, HFEL
RNS: TU from KETL✅ Interims from IPX🙌 & FY results from EDIN✅

Enjoy your BH w/e folks 🍷☀️😎

PF down 1.37% weekly (+14.37% YTD). 14 up, 9 down, 1 unch
⭐️ JIM
🐶 AAZ, FNX

Trades: Top sliced a few JIM to top up FNX & PGH
Divi: KETL
RNS: None 💤

Enjoy your w/e folks 🍷☀️😎

PF up 0.37% weekly (+14.79% YTD). 11 up, 12 down, 1 unch
⭐️ FNX
🐶 EKF

Trades: None
Divi: JIM
RNS: None 💤

Enjoy your w/e folks ☀️⚽️🍻

PF down 2.14% weekly (+12.34% YTD). 6 up, 18 down
⭐️ IPX
🐶 BRWM, JIM

No trades. No divis. No news 💤

Enjoy your w/e folks 🍷⚽️🏴󠁧󠁢󠁥󠁮󠁧󠁿

PF down 0.31% weekly (+11.98% YTD). 15 up, 8 down, 1 unch
⭐️ None >5%
🐶 FNX

FY report from RECI ✅ plus divis from GAMA & BRWM were the only items troubling the scorers this week. No trades

Enjoy your w/e folks 🍷

PF up 0.27% weekly (+12.28% YTD). 10 up, 9 down, 5 unch
⭐️ POLR
🐶 None >5%

Trades: None
Divi: SPSY
RNS: AAZ✅ POLR👏

ICYMI: I penned a Q2 portfolio review 👇 Enjoy your w/e folks 🍻⚽️🏴󠁧󠁢󠁥󠁮󠁧󠁿shareknowledge.blog/2021/07/01/cof…

PF down 0.4% weekly (+11.84% YTD). 12 up, 12 down
⭐️ and 🐶 No movements >5%

Trades: None
Divi: GAW
RNS: IPX and POLR increased AuM during the June quarter by 15% and 9%, respectively ✅

Enjoy your w/e folks 🍻⚽️🏴󠁧󠁢󠁥󠁮󠁧󠁿

It has been a while (thankfully) since I had to engage my stop-loss-decide policy. Fonix Mobile (FNX) breached that level today and I decided to buy more - a risky game though! TU (full year) at the end of the month and they were ahead at the interims stage 🤞

PF down 0.79% weekly (+10.95% YTD). 9 up, 12 down, 3 unch
⭐️ GAMA, JIM
🐶 FNX, SPSY

Top sliced a few POLR to top up FNX
Divi: IPX
RNS: EMIS (slightly ahead)✅ GAMA (upper end)✅ AAZ (in line)✅ JIM (interims ahead and special divi of 8.5p announced today)🙌

Enjoy your w/e🍷

PF up 0.39% weekly (+11.38% YTD). 8 up, 14 down, 3 unch
⭐️ JIM
🐶 None >5%

Exit: POLY
Top slice: JIM
New: STB, EPIC

RNS: SPSY (Aeris update), EKF (in line with recently upgraded), FNX (comfortably in line), KETL (in line), PGH (recovering), STB (disposal)✅

Good w/e🍷

PF up 3.44% weekly (+15.22% YTD). 17 up, 5 down, 3 unch
⭐️ AAZ, IPX, JIM, STB, KETL
🐶 None >5%

Trades: None
Divis: SMS, AAZ, EDIN, RECI, EAT, POLR - making July biggest payout month & now 60% of 2021 f/cast
RNS: GAW (FY results)🙌 SMS (in line TU)✅

Enjoy your w/e folks 🍷

PF up 1.8% weekly (+17.29% YTD & ATH). 19 up, 4 down, 3 unch
⭐️ EKF, FNX, JIM, PGH, STB
🐶 None >5%

Top sliced IPX, KETL, SUPR for New holding REC and top ups to STB, RECI, GAMA
Divi: JIM
RNS: Interims from SPT✅ and STB🙌

Enjoy your w/e folks 🍷

PF up 1.35% weekly (+18.86% YTD). 13 up, 8 down, 5 unch
⭐️ EMIS, PGH, SPT
🐶 FNX, JIM

No trades. No Divis. No News.

Enjoy your w/e folks 🍷

PF down 0.63% weekly (+18.12% YTD). 12 up, 15 down, 1 unch
⭐️ BVXP, REC, SPSY
🐶 BRWM, PGH

Trades: Exited HFEL. New starter positions in BMPG, VWRL and my first SPAC $CENH which should become $ARQQ early next month

Divi: MRCH, SUPR
RNS: AAZ (Zafar JORC) ✅

Enjoy your w/e 🍷

PF down 0.63% weekly (+17.37% YTD). 17 up, 11 down, 2 unch
⭐️ None >5%
🐶 IPX

Exit: BRWM
New: APAX, IHR, SMIF
Divi: HFEL (no longer held)

RNS: AAZ (H1 Explo Report)✅ SMS (Contract Win & Battery Project Secured)✅ EPIC (Acquisition @ 10% yield)✅

Enjoy your BH w/e folks 🍷

PF up 0.3% weekly (+17.72% YTD). 14 up, 12 down, 4 unch
⭐️ FNX
🐶 REC, STB, $CENH

No trades. No news. Divis from AEWU, EPIC

Enjoy your w/e folks 🍷

PF down 0.07% weekly (+17.64% YTD). 11 up, 13 down, 6 unch
⭐️ APAX, SMS, SPSY
🐶 BVXP, EKF, GAMA, REC

No Trades
Divi: JIM, RECI
RNS: SPSY interims✅ GAMA interims✅ EMIS interims✅ $CENH became $ARQQ and ⬆️75% on debut week🙌

I leave you with a final s/shot from old Stocko 🍷

Some significant PF rebalancing this week.

Exit: SMS (valuation/conviction)
Reduced: AAZ by ~50% (reducing concentration risk)
Adds: $ARQQ, IHR, SMIF, VWRL, REC, RECI, EPIC, FNX, PGH, BMPG, AEWU, EAT, STB
New: HONY, ASTO, $SSSS

Will post updated PF graphic after market close

PF down 0.89% weekly (+16.59% YTD). 12 up, 16 down, 4 unch
⭐️ EKF, PGH, REC, ARQQ
🐶 GAW, GAMA

Trades: See previous Tweet 👆
Divi: GAW, APAX, SPT
RNS: EKF Interims✅ GAW TU✅

PF moving towards a more balanced profile👇 Enjoy your w/e folks🍷

PF down 0.23% weekly (+16.33% YTD). 6 up, 22 down, 4 unch
⭐️ $ARQQ
🐶 None >5%

RNS: PGH (interims)✅ KETL (interims)✅ SUPR (FY)✅ FNX (FY)✅ AAZ (interims)✅

Trades: 3 straight swaps (tweaking)
Exit: EDIN, BMPG, STB
New: HHI, JGGI, TATE

Have a great w/e folks🍷

PF down 2.51% weekly (+13.41% YTD). 4 up, 18 down, 10 unch
⭐️ AAZ
🐶 GAW, IPX, POLR, SPSY, SPT, KETL, $ARQQ

Exited: PGH & TATE in favour of New: DGI9, FSFL
Divi: HONY, EPIC, SMIF, STB (no longer held)
RNS: EKF (Acquisition)✅ AAZ (New CAs)🙌

Enjoy your w/e folks🍷

PF down 1.9% weekly (+11.25% YTD). 8 up, 18 down, 6 unch
⭐️ FNX
🐶 AAZ, APAX, IPX, REC, KETL, ARQQ

Top sliced FNX, KETL and topped up EPIC, VWRL, REC (tweaking only)
Divi: VWRL, KETL
RNS: IPX (AuM up 84% FY)✅

ICYMI: my Q3 PF review👇 shareknowledge.blog/2021/10/05/new…

PF up 0.43% weekly (+11.73% YTD). 21 up, 4 down, 7 unch
⭐️ GAW, IPX, POLR, SPT, KETL
🐶 ARQQ

Exited REC in favour of new holding POLY. Top sliced a few AAZ & FNX and topped up POLR & ARQQ

RNS: SPSY (ahead)✅ AAZ (in line)✅ POLR (ahead)✅

Enjoy your w/e folks🍷

PF up 1.04% weekly (+12.89% YTD). 16 up, 11 down, 5 unch
⭐️ AAZ, POLY, ARQQ
🐶 BVXP

Exited: KETL
New: XPP
Top Slice: HONY
Top Up: AAZ, POLY, VWRL

Divi: GAMA

RNS: BVXP (slight miss), POLY (new mine opening ahead of schedule), JGGI merging with SCIN

Enjoy your w/e folks 🍷

PF down 0.44% weekly (+12.39% YTD). 11 up, 15 down, 6 unch
⭐️ ARQQ, SSSS
🐶 AAZ, GAW

Exit: SMIF, ASTO
New: SOM, SUP
Top Slice: SPSY
Top Up: GAW

No RNS of any significance and divis from EPIC, EAT & SMIF

Enjoy your w/e folks🍷

PF x3 weeks up 3.82% (+16.68% YTD)
⭐️ FNX, IPX, JIM, JGGI, POLY, ARQQ
🐶 SSSS

Exit: SPSY
New: NAS
Top Up: SUP, SOM, GAW

No major RNS but 1/4 of PF paying divis during the period - AAZ, EMIS, GAW, MRCH, BVXP, SUPR, IHR, AEWU

All set for the final push of 2021👇 Good w/e all🍷

PF down 1.37% weekly (+15.09% YTD). 2 up, 28 down, 2 unch
⭐️ ARQQ
🐶 AAZ, BVXP, EKF, FNX, GAMA, POLY, SOM, SPT, SSSS

Top Slice: ARQQ +200% in 3 months since IPO 🙌
Top Up: NAS, SOM, GAW, AAZ, POLY, POLR
Divi: FSFL
RNS: Interims from POLR✅ & RECI✅

Enjoy your w/e folks🍷

PF up 1.15% weekly (+16.41% YTD). 18 up, 10 down, 4 unch
⭐️ FNX
🐶 None >5%

Top Up: POLR
Divi: FNX, EPIC, EKF
RNS: IPX FY results were outstanding 🙌

Enjoy your w/e folks🍷

PF down 1.44% weekly (+14.73% YTD). 18 up, 12 down, 2 unch
⭐️ IPX, SOM, SUP
🐶 ARQQ

Exit: NAS
New: PEY
Divi: JIM
RNS: SUP interims✅ SOM t/u✅ GAW t/u✅ and ARQQ have entered the Cognitive City space🤷‍♂️

Enjoy your w/e folks🍷

PF down 2.28% weekly (+12.11% YTD). 6 up, 20 down, 6 unch
⭐️ None >5%
🐶 AAZ, IPX, ARQQ

No Trades
No Divis
RNS: Maiden FY results from ARQQ which were more of a sales pitch than any serious financials (one Q of trading)

Enjoy your w/e folks🍷

PF up 3.79% weekly (+16.36% YTD). 25 up, 8 down
⭐️ AAZ, EPIC, FNX, SOM, SUP, ARQQ, SSSS
🐶 None >5%

Top sliced POLY to start a new position in BMY
Divi: DGI9
RNS: EPIC FY Results✅ AAZ Strategic Deal✅

Have a great Xmas everyone 🎅🧨🥂

PF up 0.6% weekly (+17.06% YTD pending US close). 13 up, 9 down, 11 unch
⭐️ SUP
🐶 None >5%

Exited HHI & JGGI in favour of new holdings MONY & PAY plus top ups to GAW & BMY
Divis: VWRL, RECI, EPIC & SSSS (pending)
RNS: None

Closing PF👇

I wish you all a happy and healthy NY🍷

@threadreaderapp unroll please