SIF Folio: Can Severfield build on strong results?
My SIF portfolio delivered a gain of around 20% during the first half of 2021 - double the 10% increase delivered by the FTSE All-Share Index. While I’m happy with this result, I’m aware that the market conditions we’ve seen over the last year are not exactly typical. For example, two weeks ago I sold Volex for a gain of 170% after just 10 months. Of the 16 stocks which remain in the SIF portfolio, five have risen by between 50% and 100% in less than nine months. Making money from shares isn’t always this easy... Читать дальше...