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.
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”