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David B @2_hell_and_back

Live and work in Europe, part time investor in the UK markets mainly but also do ETFs and some bonds. Views are my own and are normally wrong

Joined March 2022
  • Tweets 1,252
  • Following 242
  • Followers 161
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Another day another deal won for #BKS and should underline their FY guidance hopefully. Hope to see more new deals in the future months rather than a jump just before the year end
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Up 1% and now up 6.4 YTD and an all time high also. #BKS #GRI #TCAP all did very well but lots of others went up as well. Bought a new share in #HRB this week which has been sold off on AI fears.
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Down 0.6% for the week and now up 5.4% for the year. #MEGP big down but many other down as well. Was helped by some dividends including #LGEN and USD strength also helped
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Tough day today with #MEGP and #WISE. Thankfully damage was limited
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Up 0.8% and now 6% YTD and a ATH also. No major stock moves although #MO and #PM were down. This is all about ETFs and the AI push which is taking everything up with it. Had a lot of divis this week which also helped incl #TFIF and #MEGP good weekend all
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Dividends season now and expecting money from #TFG #COFA #TFIF #MEGP and ##ALFA love this time of the year
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Up 1.2% and now 5.2% for the year. #ZIG #KOO #CHG #AOM #RMV all up double digits. Dividends also nice in from #BNP #TCAP and #RMV - good weekend all
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Strange up week of 1.3% and now 4% YTD. Uk stocks dreadful #BKS #WISE #CRW all down significantly. Cigarette #PM #MO were good as were my US/ global ETFs. FX helped as did dividends particularly #CS
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Up 0.5% this week and now 2.7% for the week. #ALFA did well but quite a few down #CHG #MO #MEGP . ETFs did the good work in the US Emerging markets and semiconductor in particular
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Down 0.4% and now up 2.2% YTD. #PM and #MO were both strong and #CORD in the UK. Sold #ING on poor outlook and bought #HFD on a better one. Divi season kicking in now with #VZ and #MO delivering. Good weekend all
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Down 1.3% and not w up 2.6% YTD. #TPFG #NET #FNX nice up but most down including #BRCK on the failed takeover. Dividends from #MO and #VZ to come
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Up 3% for the week and now 3.9% for the year. #EQH #KOO #EXPN #REL #WISE #WATR all up double digits and #TPG0 up over 50%. Bought #EZJ and #MERC this week. Enjoyable weekend after all this
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Up 2% for the week and up now 0.9% for the year. #ALU #KOO #JHD #WATR #ING #FNX all up double digits. Some nice dividends also
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Yo 2.8% for the week and down 1.1% YTD. Crazy when you think what’s going on #FNX #ING #AOM #CHG #BRCK #NET #EHQ #6N5 all had good weeks #WATR did not. Good divis from #RECI #FNX #VMID helped good weekend all
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Down 1.3% for the week and now 3.9% down for the year. GBP weakness helping a bit. Most stocks down but the biggest losers were #AOM and #WATR. A few divis coming in #BPM #PAY but pretty bleak atm
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Down 2.8% for the week and 2.6% for the year. Not great but not the worst. #BKS the worst faller with lackluster results but most things down tbh. Dividends start coming in end of next week so will make me feel better
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Down 0.6% for the week but now only up 0.2% YTD and only because of GBP weakness. #WATR #ING #KOO #PAY #TPFG all weak
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Painful week as most and down 3.5% and now up only 0.8% on the year. Almost everything down along with the greater markets. Relaxing weekend and next week we go again
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Also sold #UTG this week into- think the turnaround could take a while and think there’s better opportunities elsewhere
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Sold #PSN after a decent run up and used the funds to buy into #EXPN and #REL as not convinced they will be hit by AI at all
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