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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 1 - August '26

August 2026

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.

Events continue to career around like a drunk. The US and Iran are huddled in talks to end their war, the Strait of Hormuz has flung its doors open again, and the Arab states, still smarting, are busy cutting their own bilateral deals with Iran. But the real curveball - the one that’s properly set the cat among the pigeons - is China’s oil imports collapsing by a staggering 3.2 million barrels a day down to just 7.8 million, partly because they’ve stopped hoarding the stuff like it’s going out of fashion, and partly because their electric vehicle obsession has gone utterly berserk. They’ve now slapped a target of 40% of all trucks being electric by 2030. Forty percent! By 2030!  As a result, Brent’s falls have been deeper than exp ...

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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

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