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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - July '20

July 2020

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

A second strong month for shares as investors continue to anticipate a normalisation of the economy. The FTSE-100 rose 9.2% and the FTSE-All Share increased 9.8% while the TMI Trader Portfolio increased 3.9% to £593,158.  ITV has continued its recovery with advertising typically the first to recover in any new upswing, while B&M revealed a strong start to its year, helped by a boom in gardening and DIY thanks to the hottest and sunniest May on record. Dunelm added £2 while Belvoir group is up over 60% since April, recouping all its losses. Our mini oil portfolio has rallied following Brent crude rising to US$40 / barrel. Premier Oil has also restructured its acquisition of North Sea assets from BP; the up-front cost has ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X