Portfolio

HAL Trust: H1 results update on my largest position

HAL trust shares have increased in value & the gap between fair value and market has increased.

Aug 31 •

New update on Mexican stocks

It has been a while. Here a new update on Mexican stocks. What I own in Mexico and coverage of new uncovered stocks.

Aug 24 •

H1 2025: a "victory" lap

A good first half of 2025. Winning while playing defence & some ideas for H2 2025.

Aug 11 •

CTP continues to deliver: Record result in 2024

Founder led real estate company is creating value quickly and is trading below NAV.

Mar 6 •

Portfolio overview: Happy with "underperformance"

Good absolute returns are something to be cherished. An overview of the most important holdings and my regional allocation in the stock market.

Feb 18 •

H1 2024: Good portfolio returns from the old economy

Berkshire, builders and financials pushed the portfolio up. Discussion of the portfolio, new positions and am I following my plan. What is the plan for…

Jul 4, 2024 •

Portfolio overview: Good, Great & utter failure

2023 was a strange year. My portfolio returned 20% but remained behind the VT and SPY indices. Taking a longer term perspective the returns are still…

Jan 16, 2024 •

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