Portfolio

We have collected all of our own personal investments on this page for easy viewing. We collate all the information we release about various stocks from the blog on this page, and we will regularly update this page with our own weightings of investments, the performance of our portfolio and when/if we exit a position.

You can click on the name of companies below to access all company-specific information.

Current

Investments

 

Past

Investments

 

High Quality Standards

In the last 2 years we achieved a fantastic compound return of 18.3% annually by investing in great businesses with good management and long term prospects.
Unfortunately we can't promise you definite results each year, as is the typical approach of fake gurus that guarantee awesome returns with little or no risk, but what we can say is that we will never put our money and yours in companies that don't fit our high quality standards.

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