SIF Folio: Strong momentum at Gateley Holdings
My SIF portfolio now has 17 holdings, which is the highest for some time. Although I’m still short of my preferred limit of 20, adding new companies is getting difficult. Many - if not all - of the stocks in the results of my buy screen are either in the portfolio already or are sector duplicates of those which are. The most notable example of this is in the housebuilding sector. SIF already holds Persimmon, but my screening results now include Vistry, Taylor Wimpey and Barratt Developments. Construction... Читать дальше...