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):…
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…