It’s time for another quarterly portfolio review. Overall, volatility seems to have picked up a little bit recently but the portfolio continues to progress onwards and upwards. Continue reading →

It is about three months since I last reviewed my performance so I thought it was about time to do so.  I aim to continue to do this quarterly in the future. My strategy has been shifting a little bit recently so it’s also a good opportunity to clarify how it has settled.
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Now I’ve been through all the underlying shares there are a few important points to cover about my overall portfolio. I want to look back at the overall performance and the major past decisions and mistakes from the past year. I also want to look forward and consider whether my portfolio is has the right strategy and is sufficiently well diversified to deal with the upcoming ‘macro’ environment. Continue reading →

The final 4 shares – phew! Continue reading →

The next 4 shares… Continue reading →

Continue reading →

And the next 4 holdings… Continue reading →

The next 4 holdings in my portfolio review… Continue reading →

To get things started I’m going to review my current portfolio. I have 23 holdings currently so this might take a bit of time!

In this post I’ll start by going through my 3 biggest holdings and give a brief explanation of why I hold each one, first discussing ‘quality’ i.e. why I think it is a great business and second ‘pricing’ i.e. whether now is a good time to buy it given the current price.

Once I’ve gone through the individual shares I’ll review the portfolio and the performance of my strategy as a whole to try and identify weaknesses, risks and possible improvements. Continue reading →