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September’s Monthly Performance


September’s monthly performance across all my listed investments was +2.30%. YTD of 7.92%.


Top 5 company holdings: $MEGP, $CAML, $GAMA, $INPP, $MEX. The REITS income fund has ended the month up 1.36%. My GOLD and SILVER ETC holdings were up 9.93%.


It’s been great to see my annual return nudge back up which has mainly been from my REITS and Commodities.


It’s been tough with equities over the past 6 weeks and I’m very much weighted towards cash due to wanting to see how much damage Liebour and Rachel Thieves do at the upcoming budget at the end of the month.


You are seeing a lot of selling pressure across the UK markets as people take their 25% pension lump sums and sell any investments to lock in capital gains tax all in preparation for the budget.


It really seems so self defeating and a huge case of self harm for the UK with what Liebour are doing… hopefully they do know what they are doing cause it really doesn’t feel like it.


Of course the only way to mentally deal with it is to try and profit from the madness. The Warren Buffet phrase “buy when there is blood on the streets” certainly comes to mind across various asset classes at the moment and “if” the budget isn’t as bad as everyone thinks we should see a nice bounce in November.

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