Daily comment Thursday 4 May

Trading portfolio The portfolio slipped marginally today, down 0.4% and leaving the YTD return at 3.3%. Not something of which to be proud, especially after last years 55% bonanza. Three stocks (LNU +17%, AVZ +16% and MUS +10%) rose more than 10% and initially I thought the portfolio would be ahead, but then I remembered … Read more

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