Sorry for the delay in reply. Like you, I have some funds available to invest, with considerably more on the way (if I can finally get them released).
I'm fairly sanguine about paper loses, though it's unpleasant to see of course.
I am looking to open new holdings more than top ups, though Volex have released a very positive (IMO) update this morning, so I am tempted to add there.
New positions under consideration, Velocity Composites, Brickability, Trustpilot, so much on offer really!
Hello Boon!
I thought to myself only yesterday that I hasn't seen you postimg for a while.
Always interesting to read.
Thank you and welcome back!
Regards, Jon
Hi Jon!
Thank you for your kind words.
I have missed writing, and hope now that my schedule is less hectic I should be able to write more consistently going forwards.
Hope your portfolio is doing well during this week's turbulent times!
I'm licking my lips as I'm 30% cash and so looking to deploy some of it given the panicked drops in some names.
The names I am looking to top up are Begbies, Spectra, and H&T. All relatively defensive, countercyclical. If they get to bonkers prices.
Hi again Boon,
Sorry for the delay in reply. Like you, I have some funds available to invest, with considerably more on the way (if I can finally get them released).
I'm fairly sanguine about paper loses, though it's unpleasant to see of course.
I am looking to open new holdings more than top ups, though Volex have released a very positive (IMO) update this morning, so I am tempted to add there.
New positions under consideration, Velocity Composites, Brickability, Trustpilot, so much on offer really!
Best of luck, Jon