November was a far better month in terms of returns than October, with a nice 2.66% gain for the portfolio. I go through the buys and sells I made in the portfolio in the video above, as well as a run through of all the positions in my portfolio. The portfolio is up 8.8% year to date now, which I’m not unhappy about at all. I think during this difficult period anything positive is fairly a good result, especially compared to the FTSE All Share, which is down 0.52% over the same period.
Could I have done even better? Yes I think so, had I committed to some of the momentum trading strategies I have been discussing recently. I did open a position in Adobe this month following this strategy, however I didn’t pull the trigger on Decker’s Outdoor or Wingstop, which also had similar set ups. Both of which would have already netted me a tidy return. I’m not sure why I didn’t pull the trigger. Something to work on certainly, but hey-ho, not a bad year so far considering I’m learning and experimenting with strategy.
My Current Holdings:

