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"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Three funds sold in Q1, added back to the Portfolio. One position reduced. Regular readers of my diary will know that one of my valued Substack subscriptions is Capital Wars, by Michael Howell. In the last few weeks, Michael has pointed out that Chinese financial liquidity fell from Marc

Back home with a new knee. Thank you, Sam Rajaratnam, Barry Phillips and team. Leg elevated with ice machine. What happened while I was away? The Portfolios rose sharply on Monday and Tuesday, then gave most of it back on Wednesday. News: Serica Energy had a Capital Markets Day on Monday. The presentation can be found HERE. BH Macro Ltd published its 31 May NAV. The main takeaways from Serica's presentation: Production and Growth Targets Significant Production Boost: Serica

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