Portfolio review: July 2021

2021 has been an OK year so far investing-wise. My portfolio is currently near its highs and has clocked in at a 16.7% return at the half way point. This is above most of my benchmarks and more or less in line with my long term CAGR. However, after the excitement of last year and given how well the UK market has been doing in general, progress has felt a little pedestrian. Overall I’m happy, though keen to identify any weaknesses in my strategy or whether I could be doing anything differently.

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