Portfolio Review

1% YTD
Some rebalancing but mostly nothing

Very often the best thing to do is nothing.

July 1, 2020 / 0 min read

Some rebalancing but mostly nothing

I did very little this last quarter.

Small amount of rebalancing within the SIPP to take profits from the dregs I threw at Horizonte during the Q1 lows.

United Oil & Gas

This was the only significant has actually become one of my largest holdings. Very much unloved by the market, but having followed the story from very early on.

They know what they’re doing, and they want to do it properly. This is a longer term play.

I’ve listened to all their investor calls in the last few years and it’s only impatience and Twitter which has ever tempted me to sell.