top of page


August 2025 Performance
August’s monthly performance across all our listed investments was +0.06%. YTD (Year to date) performance is positive at +12.12%. Top 5 company holdings: $BATS, $GSL, $SQZ, $RIO, $FDEV Equities fund up +1.13% REITS income fund down -3.06%. GOLD and SILVER ETC up +5.80%. Fund of funds up +0.55%. The UK’s Stability Crisis The current Labour government and, in particular, their Chancellor of the Exchequer, Rachel Thieves Reeves, promised stability and that the grown-ups were no
Sep 6, 20253 min read


July 2025 Performance
July’s monthly performance across all our listed investments was +2.75%. YTD (Year to date) performance is positive at +12.04%. Top 5 company holdings: $BATS, $GSL, $SQZ, $RIO, $FDEV Equities fund up +5.77% REITS income fund up +0.04%. GOLD and SILVER ETC up +4.17%. Fund of funds up +1.92%. Leave us alone! The government has done lots more meddling in our lives again over the past month, including deciding that 16-year-olds are old enough and wise enough to vote and choose wh
Aug 7, 20253 min read


June 2025 Performance
June’s monthly performance across all our listed investments was +0.41%. YTD (Year to date) performance is positive at +8.71%. Top 5 company holdings: $GSL, $BATS, $SQZ, $RIO, $MONY The REITS income fund has ended the month down -1.20%. GOLD and SILVER ETC holdings were up +0.29%. Fund of funds up +0.86%. Profit from the madness Willie Sutton was a famous bank robber who, when asked “Why do you rob banks?”, replied “Because that’s where the money is”. This was later known as
Jul 10, 20252 min read


May 2025 Performance
May’s monthly performance across all our listed investments was +2.85%. YTD (Year to date) performance is positive at +8.71%. Top 5 company holdings: $BATS, $GSL, $RIO, $SQZ, $INPP. The REITS income fund has ended the month up +1.93%. GOLD and SILVER ETC holdings were up +2.36%. Fund of funds up +2.82%. Ignorance is a Choice I believe that ignorance is a choice… If you don’t know how a combustion engine works, then that is your choice. If you don’t know how your heart pumps b
Jun 9, 20254 min read


April 2025 Performance
April’s monthly performance across all my listed investments was +6.79%. YTD (Year to date) performance is positive at +5.36%. Top 5 company holdings: $BATS, $RIO, $EZPW, $GSL, $VTY. The REITS income fund has ended the month up +8.44%. GOLD and SILVER ETC holdings were up +7.44%. Fund of funds up +3.81%. Blood on the Streets At the start of this month, it was the school holidays, and so I was taking a holiday with my family in Dubai and was sitting on a sun lounger in the Atl
May 6, 20252 min read


March 2025 Performance
March’s monthly performance across all my listed investments was -0.76%. YTD (Year to date) performance is negative at -2.59%. Top 5 company holdings: $EZPW, $BATS, $RIO, $CAML, $INPP. The REITS income fund has ended the month up 5.95%. GOLD and SILVER ETC holdings were down -2.72%. Fund of funds down -4.09%. Tariffs, Taxes & Tantrums: Last month I said markets like stability and Trump is anything but stable, but wow… the last couple of days have been crazy on the markets wit
Apr 6, 20253 min read


February 2025 Performance
February’s monthly performance across all my listed investments was -2.57%. YTD (Year to date) performance is now negative at -0.87%. Top 5 company holdings: $RIO, $BATS, $CAML, $EZPW, $MEGP. The REITS income fund has ended the month down -1.37%. GOLD and SILVER ETC holdings were down -1.70%. Fund of funds down -0.74%. Markets like stability, and when they don’t have it, you can see wild swings in prices of equities, bonds, commodities, and the like. It’s very hard to say the
Mar 7, 20252 min read


January 2025 Performance
January’s monthly performance across all my listed investments was 1.92%. Which means starting the year with a YTD of 1.92%. Top 5 company holdings: $RIO, $BATS, $CAML, $SQZ, $INPP. The REITS income fund has ended the month up 2.81%. GOLD and SILVER ETC holdings were up 9.06%. Fund of funds up 0.90%. You can always rely on the government to do the right thing, once they have tried everything else. I think we are starting to see reality starting to bite and our government real
Feb 6, 20253 min read


December 2024 Performance
December’s monthly performance across all my listed investments was -0.57%. Ending the year with a YTD of 7.75%. Top 5 company holdings: $MEGP, $CAML, $INPP, $RIO, $BATS. The REITS income fund has ended the month down 1.66%. GOLD and SILVER ETC holdings were down 0.62%. Fund of funds up 0.79%. A terrible December in terms of stock market performance, there was no Santa Rally this year on either side of the Atlantic which was very disappointing (hopefully Santa comes next year
Jan 6, 20253 min read


November 2024 Performance
November’s monthly performance across all my listed investments was +1.20%. YTD of 8.45%. Top 5 company holdings: $MEGP, $CAML, $RIO, $INPP, $BATS. The REITS income fund has ended the month up 1.77%. GOLD and SILVER ETC holdings were up 0.29%. Fund of funds up 2.54%. A good month and if December plays ball and we have the usual Santa Rally it could be a great end to the year. It’s sad that the UK is closed for business at the moment with the government seemingly doing everyth
Dec 6, 20242 min read
bottom of page
