Monthly Archives: July 2016

Half Year Portfolio Review H1 2016

Half Year Portfolio Review H1 2016

H1 2016 has been a strong half for my portfolio, it returned +31.7% vs the FTSE All-share tracker return of +0.7% and S&P tracker return of +1.4%. Craven House Capital ($CRV.L) was a big contributor and returned 91% in the half. But even excluding this position the portfolio returned 19.0%, driven by a 125% increaseread more


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