It’s been a positive month since I last posted +5.87% YTD. Ftse looks strong and in breakout mode. This week added to #BGS #EQGB, #JCGI and #HSTC. Spreads have recovered +0.67% YTD. Exited lev. China longs. Running a small ftse short approx 2.4% of PF value. Small insurance.
@NeilBigGuns It's great to have you back. I've missed you 💔💔💔
@NeilBigGuns I bought some emqp emerging markets internet. I was too chicken to go for Chinese internet
@NeilBigGuns I put some token money into baillie gifford china a few months back after we tweeted on the subject of China's deep value then. Now up over 17%. I regret only putting a token amount in (0.3% of ISA). Nah it was always just a bit of fun and kept me entertained.