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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - May '25

May 2025

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.

The events of the past couple of weeks beggar belief. After announcing a list of tariffs in the Rose Garden, including outrageous rates for China, Vietnam and Cambodia (which supply cheap goods to many US retailers) but even extending tariffs to the faraway Heard and McDonald Islands, which sit 4,000 km off Australia and are inhabited only by…..penguins and seals, President Trump then announced a 90-day pause, but with his minimum rate of 10% still “live.” China’s rate remains at an elevated 145% and China has countered with 125% on US foods. Elon Musk has called for an EU-US free trade zone while Bill Ackman, a Trump backer and CEO of FTSE-100 listed hedge fund Pershing Square, 3452p, urged Trump to pause “economic nuclear war on every ...

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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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