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
Jan 3, 2020 • 57 tweets • 138 min read
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
PFAS down 0.44% weekly (-0.61% YTD). 12 up, 12 down, 2 unch
⭐️ #BVXP#SPSY
🐶 #ULS
