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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - July 2026

July 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.

Markets appear stuck in something of a holding pattern - one or two commentators have rather neatly likened it to the 1992 film Groundhog Day, with Bill Murray reliving the same day on loop. Quite apt. When or indeed whether President Trump decides to break the deadlock on his Iran peace talks remains to be seen, but it hasn’t stopped TP2 from powering to a fresh all-time high, up 2.4% since my last note and up 77.5% since the start. Turning to individual performances, there were three standouts. Luceco has now delivered its fourth consecutive earnings upgrade - a commendable run. Both the Chairman and CEO  have taken some money off the table, and I’ve followed suit, top-slicing two fifths to bank a healthy 119% gain.  Angl ...

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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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