Armorduck

I switched from stocko about five years ago and I am happy to just use Sharescope now. As you say, give it a try and see what you think.

Oct 25. Second best month of the year for me, after Jan. ⬆️ 2.7% in Oct, now positive ⬆️ 1.0% Cal. YTD. In Oct. regular top ups of #SMT and #FRIN and limit order top up of #WISE. ☀️☀️ #POLR, #GAW $AAPL and 🐕🐕, #BVXP, #GRG, #WISE.

Good luck everyone! Current portfolio shown below.

Aug 25. More or less flat this month (one calc. has port. up 0.2% another calc. down 0.2%). . ⬇️ 2..0% Cal. YTD. Monthly trades: top ups of #SMT and #BVXP. Stars and dogs of the month: ☀️☀️#SPX, $SONY, #DGE, 🐕🐕, #REL, #SGE, #RMV.

Good luck everyone! Current portfolio shown below.

July 25. Slightly up this month ⬆️ 1.2% in July, ⬇️ 2.0% Cal. YTD. Trades: bed and isa: $ADBE, top up #GRG on disappointing trading updateand top up of #CFISBA. ☀️☀️#RMV, #SPX, #SMT, 🐕🐕, #GRG v. poor, and to lesser extents $ADBE, $SONY.

Good luck everyone! Current portfolio shown below.

June 25. Slightly up this month. ⬆️ 0.4% in June, ⬇️ 3.1% Cal. YTD. Only trade, a top of #CFISBA. ☀️☀️#HLMA, #POLR, #RMV 🐕🐕 #DGE, #BVXP, #GRG.

Good luck everyone! Current portfolio shown below.

May 25. A better month than some of the others recently. ⬆️2.7 % in May and now ⬇️ 3.5% Cal. YTD. No trades this month. This month: ☀️☀️ #BVXP, #GRG, #WISE 🐕🐕 $BRK, #DGE,$AAPL

Good luck everyone! Current portfolio shown below.

Apr 25: A month of two halves, down 9% early doors but clawed it back to finish ⬆️ 0.2% in April ⬇️ 6.2% Cal. YTD. Only trade this month, the sale of a few $ADBE. ☀️☀️#IGG, #GAW, #RMV, 🐕🐕 #POLR, #SPX, #SMT.

Good luck everyone! Current portfolio shown below.

Mar 25. Very poor month, down 6.9% and now down 6.4% CalYTD. No trades this month. ☀️☀️#CFSIBA, $BRK, #ULVR,, 🐕🐕 #GRG, #BVXP, #SPX.

Good luck everyone! Curr port below.

Feb 25. Poor month, now back to more or less flat for year. ⬇️ 2.5% in Feb ⬆️ 0.5% CalYTD. Only deal this month was a top up of #DGE on limit order. ☀️☀️ $SONY, $BRK, $AAPL 🐕🐕 #POLR, #CFSIBA and #WISE.

Good luck everyone! Curr portfolio below.

Jan 24. Promising start to the year. ⬆️ 3.1% in Jan. Buys #WISE, #AJB, #GRG, #IWFQ, #CFSIBA mostly funded by selling some Fundsmith. Fundsmith has done particularly well this month! ☀️☀️ #SPX, #HLMA and #SMT, 🐕🐕 #GRG, #CFSIBA and $AAPL.

Happy New Year everyone, good investing! Curr port. below.

Over the past year #AJB and #ADBE swapped from being ☀️ to 🐕 (and vice versa) so I guess patience can help.

Second year in a row when my major holding, Fundsmith, underperformed the rest, hence the sale of a small portion of this.

Good luck everyone in 2025! My current holdings are shown below.

The major changes to the port. over the year were the removal of #TET and the addition of #WISE.

Three ☀️☀️☀️in 24 were #ESGB, #AJB and #GAW ($AAPL, being a major contributor to performance over the past two years). The three 🐕🐕🐕 #SPX, $ADBE and #BVXP.

Dec 24. A slightly above average year, finishing with a very active final month (for me!). In Dec the regular top of #CFISBA, was complemented with 2 #WISE and 1 #BVXP top ups. Sold some Fundsmith too. Santa did not appear and port. was down 0.8% IN Dec. Overall, port ended up 13.6% in 2024.

Hi Pete and Henry

Thanks for all you do and Seasons greeings.

Here are my competition entries.

#BVXP
#GAW
#GRG
#REL
#WISE

HI Pete, Earlier in my life I worked abroad and should receive both $ and € pensions. I was looking for a way to receive payments without high fees. The WISE system worked well for the first $ experiment. US pension provider sent $ (-tax), as if I had a US $ account, no fee. I now have $ and £.

Good episode as usual. I came across #WISE earlier this year. Now have an account and used it for spending £ and receiving $. Only frustration was the few months taken to set up the $ account. Its there now and works well and will be v. useful. I read more and bought some shares too.

Interesting. I've got about 35% Fundsmith and think I will slowly reduce the fraction (perhaps 10% per annum). Its done well for me since I first bought in 2012 but for the last couple of years my other investments have done a little better.

Sorry I seemed to scree up the picture. Fingers crosses this is better.

Nov 24, An excellent month. Portfolio gained 6.7%, now up 14.4% CYTD, and at an ATH. News from #SGE, #HLMA and #GAW helped. Two top ups, #GRG and #CFSIBA. ☀️☀️☀️ #SGE, #WISE, #GAW, 🐕🐕🐕 #DGE, #GRG, #ULVR.

Happy December everyone. Good luck. Current portfolio is shown below.

I guess the approach now is supermarket buying at the station. My mum now lives in Poole, so I visit quite often. Not sure I’ve found a good pub though. Are there any you like?

I think you get them if you go first class (not that I do).

Oct 24. Up and down this month. An all time high mid-month but ending ⬇️ 0.9% in Oct. ⬆️ 7.3% Cal.YTD. Over the month did the regular top of #CFISBA and bought more #WISE on results. ☀️☀️☀️ #GAW, #WISE, #SMT, the 🐕🐕🐕 #SPX, #POLR, #GRG
Current portfolio below. Good luck everyone and Happy Halloween

It is a nice memory. There were good biscuits/coffee and a factory tour on offer. I now usually try to compensate by riding up the Great North Road to the Gregg's AGM. Not as pretty a route, no factory to see, but good food!

It’s a shame. I held for a few years, selling out when they did a tender offer in 2021 (an overall loss, inc. divis, of about 35%). Seems to have been the right call. I have good memories though. Theirs was the first agm I attended, riding my bike along the Tyne to the factory.

Sep24. Second down month of the year. ⬇️ 0.8% in Sep, ⬆️ 8.2% CalYTD . Only trade this month, a top of #CFISBA. The ☀️☀️☀️ #ESGB, #DGE, #AJB, the 🐕🐕🐕 #RMV $ADBE, #BVXP.
Current portfolio as below. Good luck everyone.

Just don’t drink the sand at the bottom of the pint.

spirax

☀️☀️☀️ this month $SONY, $BRK, $ADBE, the 🐕🐕🐕 #SPX, #POLR, #SMT. Given all the US winners I am not sure how much is due to $/£ changes over the month.

.August was busy! Sold #TET, held since 2017, for an overall XIRR of about 4%. My patience ran out. Bought #WISE with some cash liberated. Limit order top ups of #RMV and #SPX and regular top up of #CFISBA made it very a busy August. Ended 0.3% up on the month, and up 9% cal. YTD and at an ATH.

Aug 24. First portfolio post on bluesky! Sunny outlook so far. I’ll aim to keep reporting the portfolio each month, with the very occasional additional comment. Current portfolio shown below. I will follow with some more text (3 total).