#FRIN

Mar 26. Poor month, wonder why? ☀️☀️☀️: #IGG, #WISE and #AJB. 🐕🐕🐕: #ULVR, #SPX and #DGE. Top ups of #SMT and #FRIN. Sold half of holding in #SSON on its conversion to a fund, sold a handful of $AAPL for CGT purposes.

Good luck everyone! Current portfolio below.

Feb 2026. Very slightly positive in Feb ⬆️0.3% and ⬇️2.7% Cal. YTD. ☀️☀️☀️: #HLMA, #SPX and #ULVR. 🐕🐕🐕:. #BVXP, #SGE and $ADBE. Top ups of #SMT, #FRIN and disposal of #MICC in Feb. Technical team have failed to create a chart this month, sorry about that.

Good luck everyone!

Jan 2026. A dreary month, much like the dreary weather. Down (-2.9%) for the month/year. ☀️☀️☀️: #POLR, #SMT and #WISE. 🐕🐕🐕: $ADBE, #REL and $SONY. Only trades: top ups of #SMT and #FRIN. Fingers crossed for the spring/summer.

Current portfolio shown below. Good luck in everyone 2026!

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.

Nov. 25, sorry for the late report, I was away at the end of month, 7th straight (slightly) up month. ⬆️1.2% in Nov and ⬆️ 2.0% Cal. YTD. Top-ups of #SMT and #FRIN this month. ☀️☀️ #GAW >$BRK, $SONY and 🐕🐕, #RMV, #REL, #SMT.

Good luck everyone!

Oct 25. Second best month of the year for me, after Jan. ⬆️ 2.7% in Oct, now positive ⬆️ 1.0% Cal. YTD. In Oct. regular top ups of #SMT and #FRIN and limit order top up of #WISE. ☀️☀️ #POLR, #GAW $AAPL and 🐕🐕, #BVXP, #GRG, #WISE.

Good luck everyone! Current portfolio shown below.