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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 Further to yesterday’s post, I have done two more trades this morning. The read across all the holdings in my Funds’ Portfolio is that I have a 7.3 per cent exposure to gold miners. Yesterday, I said that my view was that we were seeing a base in the gold price and that with Chinese fina

I'm not feeling very clever this morning. My trade on Friday, in which I reduced my oil position in the Funds' Portfolio, initially looked well timed, with Trump announcing that the Iranians had agreed to open the Straits of Hormuz. I should have seen that for what it was: another Trumpism! In truth, it is difficult to discern with any certainty what the likely outcome will be. I do think, though, that fellow Substacker "Capital Mischief" makes a good point: "you do not stock

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