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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio - September 2026

September 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.

The old hands will tell you that investing is a lifelong education. Fair enough. But I bet even Warren Buffett never imagined he’d one day be checking the Pentagon's remaining stock of Patriot missiles before deciding whether to buy shares in a British holiday company. Welcome to 2026, where alongside gilt yields, oil prices and PE ratios, we’re now expected to keep an eye on how many Tomahawks America has left in the shed. After President Trump turned the Middle East into an action film, reports suggested US stocks of Patriot interceptors had fallen to 35-50%, THAAD missiles to around half full and even Tomahawk cruise missiles were looking a bit sparse. When Vice President Vance and America’s top military brass start telling the ...

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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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