$NC

Total 3 Posts

Top 5 Holdings - July 2020

By popular demand I am going to start publishing my top 5 holdings at the start of each month. These top 5 make up 54% of my total portfolio and gives you the flavor of stocks I am most committed to.

Dragged over the coals

Covid-19 has certainly disrupted the coal mining business. Basically the government closed the economy, killing demand for electricity and since coal is a major input for electricity, killing the demand for coal.

2020 - April Performance

The lucky rabbits foot has paid big dividends in April. Compared to the broader S&P market the portfolio gained 43% compared to 12% - so that was nice.
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