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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 A decent profit booked! WisdomTree Agriculture ETF (AGAP). This afternoon, while I was testing my new knee on the padel court (it survived, thank you), my stop-loss in this ETF was triggered. I no longer have a position in the JIC Portfolio or Funds’ Portfolio. I set it at 3.0 per cent b

On 2 April, I recorded in my diary: “Yesterday, I watched Barry Norris’s latest video update, “Dire Strait” (He is the manager of the two Argonaut funds that I own). It can be seen HERE I share his general scepticism about a rapid end to the war, with few consequences to the world economy. One area I found interesting was his view on the second-order effects of the closure of the Straits of Hormuz. In particular, on soft commodities and food price inflation due to rapidly ris

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#jicportfoliotrade #Fundsportfoliotrade