June’s Monthly 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 the Sutton Principal, which was to go directly to the most obvious source.

So what’s the most obvious source at the moment in the investing world? Where is the money?

The taxpayer-funded government.

The government is moving money from the productive private sector to the unproductive pubic sector, and so the money is flowing there and to anyone who supplies or offers services to them.

I was speaking to a friend the other day who runs a successful catering business, and they commented that they have been very busy recently. They went on to tell me that the strange thing was that all the business was ultimately coming from the pubic sector and not the private sector. Madness.

Another friend explained how they changed jobs recently, doing the exact same role but moved from the private sector to the public sector and got nearly double the pay and found it was a much easier role with a slower pace.  Madness.

As you look at the stock market, you see the businesses that supply the government doing really well.

The recent jobs data that came out in the UK showed that due to all the tax rises, we lost 276,000 jobs since the Autumn budget; most of these were in the private sector. Meanwhile, over 180,000 jobs were created in the tax payer funded pubic sector.

Money is being moved from private to pubic sector roles. If it weren’t for all those new roles the taxpayers funded, we would have lost nearly half a million jobs since the budget. Madness.

All the fuss about the winter cruise allowance and winter fuel allowance is basically a case of the government increasing taxes on energy so much that they then have to use that same tax money to give to pensioners to pay the tax that the government has put on energy. It’s some sort of crazy spiral loop of tax. Madness.

As investors, we must seek out opportunities and profit from the madness, and so a good place to look is any business, sector, or industry that will benefit from taxpayers’ money.

The other opportunity is in sectors that can help people and businesses who desperately need to reduce costs to pay all these higher taxes.

So, which sectors and businesses are you investing in to profit from the madness?