It is funny how in early January we see so many articles in the media from pundits predicting how the various asset classes will perform over the next 12 months. For these couple of weeks in the year, suddenly it is critical that we form an exact 12 months view of various asset classes, with often precise end of year targets.
Continue reading “2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?”
In my last blog update I shared my concerns about the number of new LICs that have come to the market of late. Not long after this I read another story to add to the supply picture.
Continue reading “MORE LIC SUPPLY AND MARKET SENTIMENT COMMENTS, NEWS ON SOME HOLDINGS, FX UPDATE, DOMINOS PIZZA.”
I’d like to go into further details about all the individual companies I hold like other blogs when they release their profit numbers but logistically it’s hard for me to find the time. I will endeavour to at least write a few sentences in situations especially where a holding may have surprised either positively or negatively and note if I continue to hold, sell or maybe even accumulate more. Continue reading “Reporting season begins – Nagacorp & Cellnet”
Period 1st half April 2016, written April 14th
The cash equivalents weight has edged down slightly as I got filled in CEF:US as I have discussed, also I topped up a holding of UOS which I shall mention below. Continue reading “Risk on again”