BHB Portfolio – Weekly Update – 19.06.20
- Portfolio up 2% from previous week
- Top of the Class: MIRI, NCC, PAF, SSE, TTWO
- Naughty Step: BNC, BP, GGP, HGM
- Purchases: None
- Sales: None
- Dividends: None
Weekly Performance: +2%
2020 Performance: -1%
Very quiet week for the B-H-B Portfolio with no purchase, sales or dividends. I was really expecting another down week and the whole market to start pulling back again however, it has held strong again due to more fiscal announcements.
It was nice to see last weeks new additions to the portfolio getting off to a good start and getting into profit straight away. Angelo Pacific Group (APF) was up 5.6% for the week and NCC Group (NCC) was up 9.2% for the week.
There were only a few stocks in the red and only Greatland Gold (GGP) that was down more than 2% which finished down 4.8% but has been on such a good rally this year that it can be forgiven, especially since it currently holds to portfolios biggest ROI at 510%!
No purchases this week.
B-H-B Radar & Wish-list
There is nothing showing on the radar at the moment. Walgreens Boots Aliance ended up going on a good run and with a 6% up day pulled out of the radar without any purchases made. We will have to see if it pulls back into range again.
There are a few companies I want to review this week and see if they are worth adding to the watchlist. They are Coca-Cola (KO), Johnson & Johnson (JNJ), Cisco Systems (CSCO) and Nicola Corporation (NKLA) so I will update on them next week.