Hello Everyone,
Here is a link to the July Newsletter.
After a disappointing April, when only ten out of the thirty-four sectors that we monitor made gains, things improved in May. Twenty-seven sectors went up with the best, UK All Companies, rising by 6.1%. The UK All Companies and UK Equity Income sectors also had a good month, both making 3.2%.
June wasn’t quite as good, although twenty-four sectors still went up and for nineteen that was two months in a row. India was the top sector, up 8.1%, followed by Technology & Technology Innovation, which ended the month up 6.4%.
Twenty-three sectors recorded gains during the second quarter of the year, but only three, UK Direct Property and the two Money Market sectors, went up in each of the three months.
This month has started well and at the moment thirty-one out of the thirty-four sectors are showing month-to date gains.
Since the last newsletter both portfolios have gone up. The Tugboat has now risen by 4.7% in the last six months and the Ocean Liner is up 6.8%. Our top holdings are still UBS US Growth, which has gone up by 34% since last June, and Jupiter India, which has gone up by 42% since last September.
As always, I hope that you enjoy this month’s newsletter and I look forward to hearing any feedback.
After a disappointing April, when only ten out of the thirty-four sectors that we monitor made gains, things improved in May. Twenty-seven sectors went up with the best, UK All Companies, rising by 6.1%. The UK All Companies and UK Equity Income sectors also had a good month, both making 3.2%.
June wasn’t quite as good, although twenty-four sectors still went up and for nineteen that was two months in a row. India was the top sector, up 8.1%, followed by Technology & Technology Innovation, which ended the month up 6.4%.
Twenty-three sectors recorded gains during the second quarter of the year, but only three, UK Direct Property and the two Money Market sectors, went up in each of the three months.
This month has started well and at the moment thirty-one out of the thirty-four sectors are showing month-to date gains.
Since the last newsletter both portfolios have gone up. The Tugboat has now risen by 4.7% in the last six months and the Ocean Liner is up 6.8%. Our top holdings are still UBS US Growth, which has gone up by 34% since last June, and Jupiter India, which has gone up by 42% since last September.
As always, I hope that you enjoy this month’s newsletter and I look forward to hearing any feedback.
Kind regards and best wishes,
Richard Webb
Managing Director
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