Portfolio

TMI Trader Portfolio - May '12

May 2012

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

In a sign of how fickle markets have become, the New Year rally has been derailed by a botched Spanish debt auction, although we suspect that the looming â€œsell in May and go awayâ€ factor was another catalyst for the 4% falls seen by the FTSE-100 and All Share indices over the last month. Against these declines the TMI Trader Portfolio's 1.3% fall was respectable. Its gain since inception exactly 10 years ago is 317%. In a busy month four constituents reported on trading and while generally quite good the market de-rating has created the odd buying opportunity, most notably Photo-Me which, if its cash pile is stripped away, sits on just 2.6 times cash profits. From this monthâ€™s line-up, top of the bill is adhesive tape ...

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Photo-Me - 14p-a-share cash underpins dirt cheap valuation

TMI Trader Portfolio - October 2014 (October 2014)

TMI Trader Portfolio -September 2014 (September 2014)

TMI Trader Portfolio -August 2014 (August 2014)

TMI Trader Portfolio - July 2014 (July 2014)

TMI Trader Portfolio - June 2014 (June 2014)

TMI Trader Portfolio - May 2014 (May 2014)

TMI Trader Portfolio - April '14 (April 2014)

TMI Trader Portfolio - March 2014 (March 2014)

TMI Trader Portfolio - February 2014 (February 2014)

TMI Trader Portfolio - January 2014 (January 2014)

TMI Trader Portfolio - December 2013 (December 2013)

TMI Trader Portfolio - November 2013 (November 2013)

TMI Trader Portfolio - Aug '12 (August 2012)

TMI Trader Portfolio - July '12 (July 2012)

TMI Trader Portfolio - June '12 (June 2012)

TMI Trader Portfolio - April '12 (April 2012)

TMI Trader Portfolio - March '12 (March 2012)

TMI Trader Portfolio - February '12 (February 2012)

TMI Trader Portfolio - October '11 (October 2011)

TMI Trader Portfolio - September '11 (September 2011)

TMI Trader Portfolio - July '11 (July 2011)

TMI Trader Portfolio - June '11 (June 2011)

TMI Trader Portfolio - November '10 (November 2010)

TMI Trader Portfolio - September '10 (September 2010)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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