T30 monthly portfolio review
A review of few words
Below is the state of the portfolio in charts. For commentary, please see October’s review because I am, and always will be continuously reducing risk:
Although the market has gyrated alarmingly with every twist of the eurozone farce tragedy situation, UK listed companies are pretty much back where they were at the beginning of the month in terms of valuation, which is somewhere around the average:
2 Comments
Leave a comment
Comments
- Richard Beddard on Learning from Lauren
- Mark Carter on Learning from Lauren
- Richard Beddard on Ambivalent about French correction
- Mark Carter on Ambivalent about French correction
- Ken Kahura on Towards the perfect PE
- Richard Beddard on Games Workshop in two minutes
- Ethereal on Games Workshop in two minutes
- Monevator on Throwing the net wide open
- Richard Beddard on Throwing the net wide open
- Monevator on Throwing the net wide open
- Richard Beddard on Throwing the net wide open
- Monevator on Throwing the net wide open
- The cyclically-adjusted P/E ratio (PE10 or Shiller PE) on State of the market
- Philip O'Sullivan on Churchill China in 1 minute 53 seconds
- Richard Beddard on Churchill China in 1 minute 53 seconds
- Market Musings 1/5/2012 « Philip O'Sullivan's Market Musings on Churchill China in 1 minute 53 seconds
- Philip O'Sullivan on Churchill China in 1 minute 53 seconds
- Brad on Million Dollar Traders
- Stefan | Simple Value Investing on Pensions: peril or profit?
- Richard Beddard on PV Crystalox Solar in 1 minute 56 seconds
RB on Twitter
- @pdosullivan Thanks Philip. Ditto.
- Interesting thoughts from @mcturra2000 on magic formula investing http://t.co/JEq0Ak1j my reply: http://t.co/UHRnYZKR
- Just discovered there are two Mervyn Kings. This one hits the bullseye https://t.co/JmPZPIIp This one moves the target https://t.co/JmPZPIIp
- @smarkus Thanks
- Thinking of tackling Next L:NXT next. It scares me witless. @spbaines and @GeoffGannon wld have me rely on earning power. Soooo hard...
Latest posts
- French Connection in 2 minutes 9 seconds
- Restoration man
- Redefining French Connection
- Leases key to retailer’s financial position
- Ambivalent about French correction
- Three earnings yields
- Premier Foods in 2 minutes 11 seconds
- Throwing the net wide open
- Holders Technology in 2 minutes 8 seconds
- Churchill China in 1 minute 53 seconds
Sections
Companies
Archives
Blogroll
- Alphaville
- Barel Karsan
- Eurosharelab
- Expecting Value
- Gannon on Investing
- Mark Carter
- Monevator
- Musings on Markets
- My Investing Notebook
- Neonomic
- Oddball Stocks
- Peston's Picks
- Philip O'Sullivan
- Seth's Posterous
- The Value Perspective
- Turnkey Analyst
- UK Value Investor
- Value Stock Inquisition
- Valuhunteruk.com
- Wexboy
If only there was a way of filtering out the FCCNs from the AMRs.
There is… It’s called experience
I’m still working on it!