Up, up and... away?

Too good to be true?

We’re happy things are going well. If you have been following our portfolio’s alerts we are bringing home the bacon. See below table for not just the live, but also the past performance (as always, never a guide to future performance). We’re happy with this.

Even if you’re on the free subscription, the shares we are talking about when publishing them a few weeks later, there’s some difference in timing to be sure, but there’s still gains.

Take BT - we sent an alert out on 16th December to our paid subscribers, but the free subscribers found out about the share in the free January version that was released later, so there’s still a % increase if you chose to follow the portfolio additions, it would just be more if you had paid the subs fee.

Have a look at where we are now in Portfolio #1 - do you follow the alerts and the newsletter closely? We have a myriad of different subscribers, some want the Investor Insights as they learn how to invest, some want the share data and why we’re investing in that month’s pick, other want Mark’s unique take on the investing world. It’s important for you to know what our letter does so you can understand how we can help educate your investing journey.

A sea of green (no guarantee of a continued sea of green!).

Coming up in the month: if the AI and humans agree, we might well send a new open alert out, or potentially Ashmore might turn into a close alert.