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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - November '17

November 2017

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.

A terrific month for the TMI Trader Portfolio, which gained 1.9%, smashing through £700,000 for the first time and hitting an all-time high. The FTSE-100 increased just 1%. In the context of a shambolic Tory party conference and falling consumer spend (weak figures from DFS, Topps Tiles and 9% decline in September new car registrations), our performance was strong and reflected catch-up gains from Marks & Spencer, B&M and Hostelworld, a results driven boost for Dunelm and Swallowfield while Supergroup put on 150p after a confident presentation. Sometimes old friends are the best and this time we’re adding litigation finance specialist, Burford Capital (a TMI write-up last June). With 20:20 hindsight we s ...

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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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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