BHB Investment Portfolio Update – SEPT 2020
MONTHLY PERFORMANCE:-0.8% 2020 PERFORMANCE:+5.9% PURCHASES: #APF, #LLOY, #INTC, #GFIN SALES: #RR., #BT, #SMDS, #IBST, #ABF DIVIDENDS: #SWKS, #MSFT, #WBA, #RIO, #ULVR, #SSE, #RDSB, #AV, #BP, #DGOC, #AAL BEST PERFORMERS (+5%) Mirriad Advertising Plc (#MIRI): +79.2%Reach Plc (#RCH): +46.6%Greatland Gold Plc (#GGP): +35.8%GVC Holdings Plc (#GVC): +21.1%Anglo Pacific Group Plc (#APF): +19.6%Unilever Plc (#ULVR): +7.1%Virgin Galactic…
BHB Investment Portfolio Update – AUG 2020
MONTHLY PERFORMANCE: +3.8%2020 PERFORMANCE: +7.0% PURCHASES: #MSFT, #IUKD, #ISF, #GFIN, #INTC, #GSK SALES: None DIVIDENDS: #T, #VOD, #APF, #HHPD BEST PERFORMERS (+5%) Gfinity Plc (#GFIN): +30.5%Apple Inc (#AAPL): +21.4%GVC Holdings (#GVC): +21%Diversified Gas & Oil (#DGOC): +14.5%Alibaba Group Holdings (#BABA): +14.4%iShares Physical Silver ETC (#SSLN): +12.8%The Walt Disney Co (#DIS): +12.7%Barclays Plc (#BARC): +11.3%Microsoft Corp…
BHB Portfolio – Weekly Update – 14.08.2020
Weekly Performance: +0.5%2020 Performance: +6.5% Purchases: None Sales: None Dividends: VOD Top Performers: MIRI, DGOC, GVC, BARC Worst Performers: CSCO, TSG, CEY, PAF, SSLN Small BHB portfolio movement this week but some big individual moves underneath. Precious metals were the biggest losers with the Silver trade and miners dropping big. These drops have been covered…
BHB Portfolio – Weekly Update – 07.08.20
Portfolio up 3.9% from previous week Top of the Class: SSLN (Silver), AML, DIS, AV, GVC, RR Naughty Step: SPCE, DGE, RCH Purchases: None Sales: None Dividends: T Weekly Summary Weekly Performance: +3.9%2020 Performance: +4.6% A big week this week which has come as a surprise. Majority of the stocks up and some of them…
BHB Portfolio – Weekly Update – 31.07.20
Portfolio down 1% from previous week Top of the Class: AML, AAPL, TSG. HGM, NOK, SWKS, SSLN Naughty Step: BNC, BT, LLOY, BARC, GVC, SPCE Purchases: GFIN, GSK, Sales: TWL Dividends: TSG Weekly Summary Weekly Performance: -1%2020 Performance: +0.4% Strange week for the BHB Portfolio driven completely by earnings. Some good results driving nice gains,…
BHB Portfolio – Weekly Update – 24.07.20
Portfolio down -2.7% from previous week Top of the Class: HGM, SSLN (Silver), GGP, PAF, ULVR Naughty Step: GVC, AML, RCH, HHPD Purchases: GSK, HEMO, GFIN Sales: SSE Dividends: N/A Weekly Summary Weekly Performance: -2.7%2020 Performance: +1.5% Big pullback for the markets this week with tech leading the drop for a change. Is this this…
BHB Portfolio – Weekly Update – 17.07.20
Portfolio up 3.4% % from previous week Top of the Class: ERIC, SPCE, HHPD, AML, SSE Naughty Step: BABA, MSFT, Purchases: APF Sales: SPCE Dividends: GSK Weekly Summary Weekly Performance: + 3.4%2020 Performance: +4.5% So big tech finally pulled back a bit but the portfolio finished with a strong week and now +4.5% for the…
BHB Portfolio – Weekly Update – 10.07.20
Portfolio up 1.9% from previous week Top of the Class: BABA, GVC, PAF, SPCE, TSG, TTWO, AAL Naughty Step: BP, RCH, NOK, SMDS, WBA Purchases: SMDS, TSCO, RR, CSCO Sales: None Dividends: TSCO Weekly Summary Weekly Performance: + 1.9%2020 Performance: +0.8% We saw a bit of a pull back across the market this week so…
BHB Portfolio – Weekly Update – 03.07.20
Portfolio up 1% from previous week Top of the Class: ABF, RCH, PAF, MSFT Naughty Step: SMDS, AML, BT, MIRI, NCC, TSCO, TLW Purchases: APF, RCH, RDSB, TSCO, WBA, SMDS Sales: HSBA, GPP, MKS, MIRI, SWKS, CNA Dividends: MRW Weekly Summary Weekly Performance: +1%2020 Performance: -1.3% It has been a very busy week for the…
BHB Portfolio – Weekly Update – 26.06.20
Portfolio down -1.3% from previous week Top of the Class: NCC, CEY, MIRI, HHPD, SPCE Naughty Step: AML, CNA, RCH, APF, TLW Purchases: None Sales: None Dividends: RDSB, DGOC Weekly Summary Weekly Performance: -1.3%2020 Performance: -2.4% Another quiet week for activity in the BHB Portfolio. No purchases were made as the nothing was quite in…