Over December a small sale of Fundsmith helped pay for two limit-order top ups, #WISE and #BVXP, and regular top ups of #SMT and #FRIN. Over the year the major change was to swap #CFSIBA to #FRIN. Additionally, there were some small involuntary buys of #MICC and $SFGYY.
Feb 25. Poor month, now back to more or less flat for year. ⬇️ 2.5% in Feb ⬆️ 0.5% CalYTD. Only deal this month was a top up of #DGE on limit order. ☀️☀️ $SONY, $BRK, $AAPL 🐕🐕 #POLR, #CFSIBA and #WISE.
Good luck everyone! Curr portfolio below.
Jan 24. Promising start to the year. ⬆️ 3.1% in Jan. Buys #WISE, #AJB, #GRG, #IWFQ, #CFSIBA mostly funded by selling some Fundsmith. Fundsmith has done particularly well this month! ☀️☀️ #SPX, #HLMA and #SMT, 🐕🐕 #GRG, #CFSIBA and $AAPL.
Happy New Year everyone, good investing! Curr port. below.
