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US Active 10 (30th April 2020)

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May 102020

US Active 10 Portfolio – As at 30th April 2020

Portfolio

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2020 Transactions & Commentary

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As you can see, the US Active 10 Portfolio is down by 9.63%, after the first four months of the year. This is very close to the fall in the SP500, which is down by 9.86% over the same period.

As ever, please do your own research (DYOR) and make up your own minds accordingly.

If you have any comments or observations, regarding the above, then please use the contact us form Here.

Mick (10th May 2020)

Active 10 UK Portfolio (30th April 2020)

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May 102020

2020 Active 10 Portfolio – As at 30th April 2020

Portfolio

This year, the Active 10 Portfolio is being run with real money (rather than virtual money), so this portfolio will be monitored using the SharePad Portfolio function.

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2020 Transactions & Commentary

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As mentioned in January, I had sold Genel Energy and used the proceeds to buy Dekel Agri-Vision. This proved unwise, although to be fair I hadn’t anticipated the timing and severity of the crash, resulting from Covid-19. Consequently, I decided to sell Dekel Agri Vision on 6th March 2020. The portfolio is down 26.15%… slightly more than the All-Share Index (ASX) for the first four months of the year.

As ever, please do your own research (DYOR) and make up your own minds accordingly.

If you have any comments or observations, regarding the above, then please use the contact us form Here.

Mick (10th May 2020)

“Cash for Cronies” (10th May 2020)

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May 102020

Moneyweek Article by Bill Bonner (8th May 2020)

I don’t know how ‘Joe Public’ in the USA will feel about this… but I know how I feel!

Mick (10th May 2020)

Words of Wisdom (7th May 2020)

Warren Buffett’s Advice (Berkshire Hathaway AGM)

Every year, thousands of Berkshire hathaway shareholders flock to listen to the Warren Buffett at the AGM. This year, due to the Covid-19 restrictions, it was a ‘virtual event’.

Here are a couple of clips, that I think contain good advice for any DIY-Investor…

Being a “farmer”…

Particularly relevent IMO is the section, where Buffett states…

So if you had that farm, and your neighbor offered you $2,000 an acre on Monday, $1,200 an acre the next day, and maybe then $800 an acre the day after, that shouldn’t change your evaluation of the farm’s potential.

“Are you going to let this guy drive you into thinking: ‘I better sell because this number keeps coming in lower all the time?’” he said.

Bringing the right psychological approach to owning common stocks is important: Betting on that farm may be better than listening to the neighboring farmer

On handling fear…

Do Your Own Research (DYOR)!

Mick (7th May 2020)

Inner Circle Lockdown Meeting (29th April 2020)

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Apr 302020

Lockdown Meeting (Wednesday, 29th April 2020)

Partial Recording of the Lockdown Meeting, held on Wednesday 29th April 2020.

Usual Caveats apply… DYOR etc.

Mick (30th April 2020)

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