Armorduck

@ShareScope Thanks. That worked. Much appreciated.

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@JamieCDubya Good. He's the only fund manager I know. Can you share any others?

@Armorduck I have yes. He's one of the few UK managers I've seen taken a meaningful position

Notable that once again, this is a non-UK institutional investor

@conkers3 @MenphysUK Hi Peter, Thanks for this and your podcast. Both companies seem be profitable, growing and well liked by their customers. For these reasons I hope they will do well.

@MenphysUK @Armorduck good luck with your 5 #stocks #TwinPetesInvesting Challenge 2025 portfolio of #BVXP #GAW #GRG #REL #WISE👍 Thank you for your continued support of the #podcast. Please can you tell me your thoughts wrt $GAW & $WISE' 2025 & beyond prospects? youtu.be/xGfwWpdpr88?si…

🔥#TWINPETESINVESTING #Podcast 144: The 2024 winning 58% #TwinPetes Investing Challenge portfolio, #TIME #RR. #LLOY #LSEG #MTL #GSK #VTY #HSX #TIG #GRIO #MTRO #HVO #BBSN #RNO #THX #BONDS @MenphysUK #Charity conkers3.com/twin-petes-inv… open.spotify.com/episode/21gJIq… youtu.be/-mWq2Bu_gYg?si…

@doug25c I like your choices and that you stick with them for the long term!

@Armorduck Thanks for the encouragement, not sure what the well done is for though 🤣 I'm still in the game, inched forward and have a bigger share of some companies than a year ago. That's all worth something. From what I read it looks like high teens or 20% was quite achievable this year

No 25% gains for me this year, couldn't even get away with calling it broadly in line. 💩 The headline is 0.9% which as it's less than the yield is frankly terrible. Should be quite beatable next year though 📈🚀

monthly portfolio report now up on bluesky. @armorduck.bsky.social

Only trade this month was the regular top up of #CFISBA. Current portfolio shown below. Happy investing everyone.

July 2024. ⬆️ slightly, reaching a new ATH on the last day of July. ⬆️ 1.0% in the month and ⬆️ 8.7 % cal. YTD. Happy so far, with 2024! ☀️☀️☀️this month #AJB, #IGG, #GRG, the 🐕🐕🐕 #GAW, #DGE, #SMT. Biggest drain on portfolio, in July, was the largest position, Fundsmith.

June 2024. Best month of the year, ⬆️ 4%. Now ⬆️ 7.5 % cal. YTD. In June hit a series of ATHs. ☀️☀️☀️ this month $ADBE, #HLMA, $AAPL, the 🐕🐕🐕 #TET, #GRG, #DGE. Two trades this month, a top up #AJB and a regular monthly top up of #CFISBA. Current portfolio shown below.

@GrowthStocksUK Out a bit! ? I reckon IGG is up 6.4% in May. Why not start a month on the 1st like everyone else?

May was another good month +5.73% & YTD +22.5% Figures may be out a bit as I did not start on the 1st Biggest Winners #IGG +31.1% $NVDA +23.7% #RNO +22.5% #LIO +21.4% #MKS +17.8% #FTC +16.0% #BMY +14.3% Biggest Losers $SMCI -10.0% #GMS -8.6% #JET2 -7.4%

Four trades in May. A pair of limit order driven top ups of long-term holdings #SGE and #DGE, a regular monthly top up of #CFISBA and a small punt on #AEIP. Best in May were #AJB, $AAPL and #IGG and the poorest #SGE, #DGE and $ADBE. Good luck everyone. Current portfolio below.

May 2024. In the middle of May the pf hit a new ATH, 29 months after the last time in Dec 21. But it was downhill since mid-May and most of the early gains were lost. Ended up 1.6% in May, and up 3.3% Cal. YTD.

Best performers over the month were #POLR, #TET, and #AJB and the poorest were all the #SPX, #SGE, $ADBE. Good luck everyone. Current portfolio below.

April 2024. First down month of 2024. Reversed about half the gains made so far this year. Down 1.9% for the month and now up 1.6% Cal. YTD. Only trade this month, as usuals, was a top up of #CFISBA.

#TET and #BVXP reversed performance over the past month, while $ADBE was in the bottom three both months. Current portfolio below.

Mar 2024. Up 0.8% this month and 3.6% YTD. Better inching up than down. Only trade this month was another top up of #CFISBA. Best performers were #SMT, #TET, #POLR and the poorest, $ADBE #BVXP, $AAPL.

@reb40 The stocks n shares stuff is ok but I want to thank you for volunteering at the parkrun. I was doing the same. Similarly some of my shares went up and some down last week.

I was given a kicking👞 by #SHOE & #EAH this week to the tune of -0.5%, YTD now +2.2% On the positive side #W7L hit a new ATH & #HTG looks to be improving The sun is shining so I’m off to be a Marshall at Park Run and then out to lunch🥂 Have a good weekend all #SlavaUkraini