INVESTMENT PORTFOLIO JUNE 2021
MONTHLY PERFORMANCE: +2.7% 2021 PERFORMANCE: +10.6% HALF YEAR SUMMARY How can you lose? The 2021 first half progress of +10.6% return has been pleasing, and I will be more than happy if the second half continues at the same rate. It has been an interesting 6 months with almost every element affecting markets but unclear…
INVESTMENT PORTFOLIO MAY 2021
MONTHLY PERFORMANCE: -0.4% 2021 PERFORMANCE: +7.6% INCOME PORTFOLIO MONTHLY PERFORMANCE: -0.7% 2021 PERFORMANCE: +8.2% ASSET TYPE: Stable businesses with stable + growing dividends (+3% yield).OBJECTIVE: Grow passive income stream.RISK v REWARD: Lower risk, lower reward potential. GROWTH PORTFOLIO MONTHLY PERFORMANCE: -3.9% 2021 PERFORMANCE: +2.7% ASSET TYPE: Profitable businesses with high growth potential.OBJECTIVE: Long term capital…
ALIBABA INVESTMENT VS FUNDS
Alibaba Holdings Ltd. (BABA) is the largest holding in the Growth Portfolio. They are an enormous Chinese business with over $100bn in revenue, over $19bn in EBITDA and a forecast revenue growth of over 30%. Alibaba is very much the Chinese Amazon with similar business segments and focus. Amazon is a much larger organisation with…
INVESTMENT PORTFOLIO APRIL 2021
MONTHLY PERFORMANCE: +4.4% 2021 PERFORMANCE: +8% INCOMEPORTFOLIO MONTHLY PERFORMANCE: 3.7% 2021 PERFORMANCE: 7.6% ASSET TYPE: Stable businesses with stable + growing dividends (+3% yield).OBJECTIVE: Grow passive income stream.RISK v REWARD: Lower risk, lower reward potential. GROWTHPORTFOLIO MONTHLY PERFORMANCE: 4.5% 2021 PERFORMANCE: 4.4% ASSET TYPE: Profitable businesses with high growth potential.OBJECTIVE: Long term capital growth.RISK v…
INVESTMENT PORTFOLIO MARCH 2021
MONTHLY PERFORMANCE:+0.3% 2021 PERFORMANCE:+3.7% PURCHASES: #NKLA, #AMZN, #BABA, #QS, #BOO, #WKHS, #IBM, #GFIN, #ARB, #PLUG, #RDSB, SALES: #T, #AV., #BP, #BARC, #RDSB, #BOO, #LLOY, #IBM, #INTC, #SWKS DIVIDENDS: #APF, #INTC, #MSFT, #NCC, #SWKS, #IBM, #ULVR, #DGOC, #BP, #RDSB BEST PERFORMERS (+5%) Barclays Plc: +16.5%Aviva Plc: +12.8%Gfinity Plc: +12.2%International Business Machines Corp: +12.1%Nestle SA: +10.6%Lloyds Banking…
Investment Portfolio – FEB 2021
MONTHLY PERFORMANCE:-0.6% 2021 FULL YEAR PERFORMANCE:+3.1% PURCHASES: None SALES: None DIVIDENDS: #T, #VOD, #AAPL, #TSCO BEST PERFORMERS (+5%) Reach Plc.: +24.2%Barclays Plc.: +19.5%Lloyds Banking Group Plc.: +18.2%Banco Santander SA: +16.5%Anglo American Plc.: +14.9%Entain Plc.: +13.9%Walt Disney Co.: +10.8%Rio Tinto Plc.: +10.7%Anglo Pacific Group Plc.: +9.2%Royal Dutch Shell Plc.: +9.1%Diversified Gas & Oil Plc.: +8.5%Aviva Plc.:…
BHB Investment Portfolio – JAN 2021
MONTHLY PERFORMANCE:+3.7% 2021 FULL YEAR PERFORMANCE:+3.7% PURCHASES: International Business Machines Corp. (#IBM) SALES: None DIVIDENDS: #MRW, #AV., #GSK BEST PERFORMERS (+5%) Virgin Galactic Holdings Inc: +87%Gfinity Plc: +46%Reach Plc: +34%Nokia Corp: +17.4%Intel Corp: +11.2%Skyworks Solutions Inc: +10.4%Entain Plc: +9.5%Alibaba Group Holdings Ltd: +8.8%Mirriad Advertising Plc:6.7%BP Plc: +6.6% WORST PERFORMERS (-5%) Hemogenyx Pharmaceuticals Plc: -22%Greatland Gold…
BHB Investment Portfolio – DEC & YEAR END 2020
MONTHLY PERFORMANCE:+2.9% 2020 FULL YEAR PERFORMANCE:+17.% PURCHASES: BABA SALES: None DIVIDENDS: TSCO, INTC, MSFT, WBA, PAF, SWKS, RDSB, BP BEST PERFORMERS (+5%) Aston Martin Lagonda Global Holding Plc: +36%Greatland Gold Plc: +32%NCC Group Plc: +24%Anglo Pacific Group Plc: +22%Hemogenyx Pharmaceuticals Plc: +21%Walt Disney Co: +19%Take-Two Interactive Software Inc: +13%iShares Physical Silver: +10%Rio Tinto Plc: +10%Entain…
BHB Investment Portfolio Update – NOV 2020
MONTHLY PERFORMANCE:+8% 2020 PERFORMANCE:+12.4% PURCHASES: INTC SALES: WBA, CSCO DIVIDENDS: T, TSG, AAPL, APF, ULVR, NCC BEST PERFORMERS (+5%) Virgin Galactic (SPCE): +48%Mirriad Advertising Plc: +42%Banco Santander SA: +38%Aston Martin Lagonda Global Holdings Plc: +34%Royal Dutch Shell Plc: +33%Reach Plc: +30%Lloyds Banking Group Plc: +27%Barclays Plc: +26.3%BP Plc: +26%Aviva Plc: +25%Anglo America Plc: +22%Vodafone Plc:…
BHB Investment Portfolio Update – OCT 2020
MONTHLY PERFORMANCE:-2.0% 2020 PERFORMANCE:+3.7% PURCHASES: #BOO, #AML, #INTC SALES: #TSG, #HGM, #HHPD DIVIDENDS: #DGE, #GSK, #ERIC, #CSCO, #RCH BEST PERFORMERS (+5%) Reach Plc (#RCH): +42%Gfinity Plc (#GFIN): +35.7%Greatland Gold Plc (#GGP): +14.4%Barclay Plc (#BARC): +9.2%Banco Santander SA (#BNC): +9.1%Aston Martin Lagonda Global Holdings (#AML): +6.5%Diversified Gas & Oil Plc (#DGOC): +6.5%Lloyds Banking Group Plc (#LLOY):…