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August 2024 Performance
August’s monthly performance across all my listed investments was +1.90%. YTD of 5.17%. Top 5 company holdings: $MEGP, $CAML, $INPP, $MEX, $TCAP. The REITS income fund has ended the month up 7.73%. My GOLD and SILVER ETC holdings were up 1.94%. Market has been tough on my shares portfolio stopping me out of companies such as $TM17, $MONY, $GSL and $RIO. All of these have been re-added to my watch list. I also sold out of $CARD for a quick 4.84% profit which wasn’t bad for a m
Sep 7, 20241 min read


July 2024 Performance
July’s monthly performance across all my listed investments was -1.05%. YTD of 2.95%. Top 5 company holdings: $CAML, $MEGP, $MONY, $INPP, $TM17. The REITS income fund has ended the month up 1.24%. My GOLD and SILVER ETC holdings were down 6.31%. Terrible month due to the market correction that’s happened over the past week or so. Got some good companies on my watch list so keeping my eye on them. Also concerned about any Capital Gain Tax rises that may come from the Labour pa
Aug 7, 20241 min read


June 2024 Performance
June’s monthly performance across all my listed investments was 0.73%. YTD of 4.20%. Top 5 company holdings: $CAML, $MEGP, $MONY, $INPP, $TM17. The REITS income fund has ended the month up 2.20%. My GOLD and SILVER ETC holdings were up 1.83%. The result of the UK election did me a favour across my portfolio as markets like stability and predictability. Over 50% in cash/money market so need to reduce that and increase equities.
Jul 6, 20241 min read


May 2024 Performance
May’s monthly performance across all my listed investments was 1.24%. YTD of 3.33%. Top 5 company holdings: $CAML, $RIO, $GOLD, $MEGP, $MONY. The REITS income fund has ended the month up 0.69%. My GOLD and SILVER ETC holdings were up 7.12% and were the best performing part of the entire portfolio.
Jun 15, 20241 min read


April 2024 Performance
April’s monthly performance across all my listed investments was 0.50%. YTD of 1.92%. Top 5 company holdings: $CAML, $JET2, $MEGP, $RIO, $INPP. The REITS income fund has improved over the month ending 3.34% up. My GOLD and SILVER ETC holdings gave up some of last month’s gains and ended the month -1.99% down.
May 6, 20241 min read


March 2024 Performance
March's monthly performance across all my listed investments was 3.14%. YTD of 2.11%. Top 5 company holdings: $CAML, $JET2, $MEGP, $RDW, $TCAP with $CAML going from the worst performer to my best this month. The REITS income fund was doing amazing last week but turned right at the end of the month. The best performing investments were my GOLD and SILVER ETC holdings which were up 11.65% on last month.
Apr 6, 20241 min read


Febuary 2024 Performance
Febuary's monthly performance across all my listed investments was 0.83%. That's Stocks, REITS, ETF's and ETC's. YTD of -1.76% which is more to do with December being a great month and then January correcting. Top 5 company holdings: $CAML, $JET2, $MEGP, $RDW, $TCAP.
Mar 6, 20241 min read


New York
Took a quick picture with the famous bull on our trip to Wall Street and the New York Stock Exchange.
Sep 17, 20231 min read


BLOOMBERG INVEST LONDON
Great day at “Bloomberg Invest” hearing from some of the biggest names in finance who manage hundreds of billions of investment. Been...
May 10, 20231 min read


Welcome to our new blog
Welcome to our brand new website! We are excited to share our investment ideas, theories, and macro trends with you. At Chez Capital, we...
May 10, 20232 min read
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