James @1James1n1 Twitter profile

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James

1 month

I am now posting stock comment, updates and discussion as well as chat on Blue Sky. Why not take a look and if it looks intriguing, feel welcome to join me.

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James

@1James1n1

1 year

My portfolio was down 10.3% weekly & down 14.1% Cal YTD. 6 📈, 20 📉 & 5 unchanged. Trades: Sold: #HZM , Bought: #CGS , Add: #PAY & #PEB #HZM update saw the stock down 83% on the week & caused the damage. I consequently have zero trust in management & sold. Good w/e all!🍷🌅

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James

@1James1n1

4 years

Closing the year with my portfolio up 47.02%. Of stocks I am holding now: 27 are up 🚀 this yr (or since purchase) 3 are down 😳this yr Top gains: #TRMR (131%), #BXP (125%), #VLX (122%), #SLP (120%), #MPAC (111%), #HZM (101%). Top losses (still held): #ACP (-15%), #AAZ (-14%).

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James

@1James1n1

2 years

RIP Steve Holdsworth. Joining in remembering the #pintofhope on Saturday morning and celebrating his warmth, openness, charm and generosity of spirit today.

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James

@1James1n1

5 years

Closing the year with my portfolio up 33.8%. Of stocks I am holding now: 28 are up 🚀this yr (or since purchase) 2 are down 😳this yr Top gains: #RRE (251%), #HYNS (149%), #SLP (126%), #SDI (121%), #AAZ (116%), #GAW (100%). Top losses (still held): #SPE (-46%), #JKX (-37%).

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James

@1James1n1

2 years

My portfolio was up 1.0% on the week & down 28.0% Cal YTD. 12 🚀, 9 💩 & 7 unchanged. Holdings 👇. Below is the YTD gain/loss (excl. divis) of stocks I hold exiting the year (or since purchase). I may well jot down & share some thoughts on this over the w/e. Happy New Year all!

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James

@1James1n1

4 years

My portfolio update: Up 6.6% this week & up 39.3% Cal YTD. Holdings 👇. Monster week with #TRMR up 50% & many other stocks up. Trades: Sell: #SPE (94% profit - 18% CAGR) Buy: #RAI 23 🚀> +5%: ARS, CAML CRL, D4T4, JKX, MWE, RAI, SDI, TRMR 4 💩> -5%: EML 3 unch'd Good w/e all!

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James

@1James1n1

9 months

My calendar measured 2023 portfolio was down 4.5%. Trades: None Given #HZM took 7.4% out of my portfolio, I am pleased with the subsequent recovery and look forward to re-establishing positive progress in 2024. Will do a write-up of the year over the w/e. GL all in 2024!🎇🎆

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James

@1James1n1

3 years

Closing the year with my portfolio up 13.8% Cal YTD. Of stocks I am holding now: 18 are up 🚀 this yr (or since purchase) 11 are down 😳this yr Top gains: #ACP (61%), #SDI (59%), #RNO (51%), #TRMR (41%) Top losses (still held): #JOUL (-48%), #JAN (-33%).

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James

@1James1n1

3 years

Completed my first half marathon in 3 years after pandemic cancellations and very pleased with a sprightly time of 1:40:58 that was a little better than I expected, in ideal sunny but pleasantly fresh running conditions.

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James

@1James1n1

4 years

My weekly portfolio update Up 5.7% this week & up 16.5% Cal YTD. Holdings 👇. #HZM re-rate the driver & #BXP vaccine news. Trades: Add: #BGO , #EMIS Sold: #AA (gain 113%) 18 🚀> +5%: BXP, CRL, HZM, JKX, QUIZ, TED, TRMR, SDI, VLX 11 💩> -5%: BOO, SHI, 4 unch'd Good w/e all!⛱️

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James

@1James1n1

11 months

My portfolio was up 6.1% weekly & down 11.6% Cal YTD. 24 📈, 4 📉 & 3 unchanged. Trades: Add: #HFD A welcome up week that seemed to gather pace as it went by led by #SDI & #FSG bouncing hard & #ULTP up on solid results. A few heading down, which merit review. Good w/e all!🍷

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James

@1James1n1

2 years

My portfolio was up 3.1% on the week & also up 3.1% Cal YTD 😉. 22 🚀, 6 💩 & 0 unchanged. Good to be up YTD. Liking the statistics about what a first positive week for the markets predicts for the whole year! 🤞 👇 #CRL reverses YE jump & #BXP may be forced selling from ISA's.

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James

@1James1n1

8 months

My portfolio was up 1.7% this week & up 7.8% Cal YTD 18📈, 12📉 & 1 unchanged Trades: Sell: #THS , Buy: #SRAD #SDG warns moderately this week, while pre-production commodity stocks are in favour & IC Bargain Shares lifts others. As for #SNX a re-rating at last? Good w/e all!🍸

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James

@1James1n1

4 months

My portfolio is up 1.9% this week & up 22.1% Cal YTD. 16📈, 16📉 & 0 unchanged. Trades: N/A Little news-flow this week as largest positions #RNO , #W7L & #PEB all make fresh highs. #DRV recovers poise ahead of Interims next week. #NXQ , #ING & #SNX on naughty step Good w/e all!

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James

@1James1n1

4 years

My ⛄️Christmas 🎄 portfolio update: Up 1.67% this week & up 41.9% Cal YTD. Holdings 👇. Trades: None 20 🚀> +5%: ARS, BOO, CAML, D4T4, HFG, TRMR 9 💩> -5%: HZM 1 unch'd Happy Christmas to all my twitter followers. Thanks for the interactions in 2020 & v best wishes for 2021.

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James

@1James1n1

5 months

My portfolio is up 1.9% this week & up 17.9% Cal YTD. 17📈, 13📉 & 1 unchanged. Trades: Reduced: #RNO & #SDG , Sold: #MACF . Buy: #CCT , Add: #COST & #TIFS #LUCE up on solid Q1 update, #IGR re-rating & #PEB catching attention while #NEXN down ahead of Q1 Monday. Good w/e all!😎

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James

@1James1n1

5 months

My portfolio is up 1.7% this week & up 15.0% Cal YTD. 16📈, 12📉 & 3 unchanged. Sold: #JAN , Buy: #TIFS #IGR up on a small weighted position after reassuring TU, while larger #RNO motors on contract win. #KITW up despite weak update & #W7L up despite share sale. Good w/e all!😎

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James

@1James1n1

11 months

My portfolio was up 2.2% weekly & down 10.5% Cal YTD. 17 📈, 10 📉 & 4 unchanged. Trades: Sell: #FIF & #DX , Reduce: #TRMR , Buy: #TRI , #COST , Add: #MER Excellent Interims from #RNO , while #ULTP continues re-rate & #LUCE bounces. Smallest position #SYNT falls. Good w/e all!🍷

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James

@1James1n1

4 years

My weekly portfolio update: Up 4.5% this week & up 31.4% Cal YTD. Holdings 👇. #HZM , #BXP & #SLP led the charge this week. Good week for commodities. Trades: None 20 🚀> +5%: ACP, ARS, BGO, BXP, BOO, GDWN, HZM, MWE, PEB, SLP, VLX, WYN 6 💩> -5%: JKX 4 unch'd Good w/e all! 👍

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James

@1James1n1

2 years

I have jotted down some notes on 2022 and some learnings over the period as well as summarising my entries into stock challenge type competitions in 2023. Happy New Year and the very best to everyone in their 2023 investing journey 👍

James

@1James1n1

2 years

My portfolio was up 1.0% on the week & down 28.0% Cal YTD. 12 🚀, 9 💩 & 7 unchanged. Holdings 👇. Below is the YTD gain/loss (excl. divis) of stocks I hold exiting the year (or since purchase). I may well jot down & share some thoughts on this over the w/e. Happy New Year all!

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James

@1James1n1

9 months

I have jotted down some notes on 2023 and some learnings over the period as well as summarising my entries into stock challenge type competitions in 2024. Happy New Year and the very best to everyone in their 2024 investing journey 👍

James

@1James1n1

9 months

My calendar measured 2023 portfolio was down 4.5%. Trades: None Given #HZM took 7.4% out of my portfolio, I am pleased with the subsequent recovery and look forward to re-establishing positive progress in 2024. Will do a write-up of the year over the w/e. GL all in 2024!🎇🎆

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James

@1James1n1

4 years

My portfolio update: Up 2.7% this week & up 39.6% Cal YTD. Holdings 👇. #BXP led the way this week, up 23%, with a decent supporting cast assisting. Trades: None 20 🚀> +5%: BXP, BOO, CCC, CRL, GAW, HZM, SDI, SHI, SLP, VLX 9 💩> -5%: BGO, GDWN, SPSY 1 unch'd Good w/e all! 🎄

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James

@1James1n1

4 years

My weekly portfolio update: Up 2.8% this week & up 13.0% Cal YTD. Holdings 👇. #TRMR led a decent week with strong results. Trades: Sold: #HFG (162% gain in 70 months - 18% CAGR) Add: #FIF 20 🚀> +5%: CRL, AAZ, RNO, SDI, TRMR, VLX, WYN 5 💩> -5%: HZM 4 unch'd Good w/e all!

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James

@1James1n1

10 months

My portfolio was up 4.4% weekly & down 6.6% Cal YTD. 20📈, 9📉 & 3 unchanged Trades: Buy: #ADF A super-strong rally this week led by a blistering upgrade and re-rate for #SNX , while recent winners ( #PEB , #TRI & #TRMR ) continue to fly. Bring it on Santa! Good w/e all! 🎅

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James

@1James1n1

3 years

My weekly portfolio update: Down 5.4% this week & up 19.6% Cal YTD. Holdings 👇. A 🚫 to #BOO this week. Trades: Sold #AAZ Add: #W7L , #JOUL , #KINO 5 🚀> +5%: 22 💩> -5%: ACP, BOO, CAML, CRL, EML, GAW, HZM, JOUL, MPAC, POLR, SDI, SPSY, VLE, VLX, W7L 1 unch'ed Good w/e all!🚶‍♂️🍷

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James

@1James1n1

1 year

My portfolio was down 2.0% weekly & down 16.3% Cal YTD 6 📈, 21 📉 & 4 unchanged Trades: Sell: #CAML , Buy: #UPGS A slow grind down week. Positives were #ING hitting near 6-year highs, #CGS continues to climb & #SDI recovers. Lots falling, much indiscriminately. Good w/e all🍷

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James

@1James1n1

2 years

My weekly update: Up 6.1% this week & down 27.5% Cal YTD. 19 🚀, 6 💩 & 1 unchanged. Holdings 👇. Trades: Sold: #APP , Buy: #HFD This week, a 🏅 to #APP (takeover - now sold) & #GAW & a 👎 to #WRKS (poorly received TU) & #BXP (poorly received Q1 results). See some at Mello! 👊

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James

@1James1n1

1 year

My portfolio was up 3.0% weekly & up 5.4% Cal YTD. 16 📈, 8 📉 & 6 unchanged. Trades: N/A Solid updates this week from #W7L , #GAW , #MER & #BPM have delivered gains, whilst #SDI recovers poise & #KITW breaks through 300p again. #THS & #BXP remain out of favour. Good w/e all!

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James

@1James1n1

3 years

My weekly portfolio update: Up 1.2% this week & up 21.7% Cal YTD. Holdings 👇. A 🏆 goes to #CAR & #SLP this week & an❌ goes to #BOO & #FIF in a slower performance week vs indices Trades: N/A 14 🚀> +5%: AAZ, CAR, SLP 14 💩> -5%: BOO, FIF, WYN 1 unch'd Good w/e all! 🍷🌷📽️🏃‍♂️

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James

@1James1n1

3 years

My weekly portfolio update: Down 3.4% this week & up 19.7% Cal YTD. Holdings 👇. A 👎 to #TRMR , #KINO , #JOUL , #MPAC & #VLX this week. Five red days so here's hoping next week sees some blue! Trades: None 8 🚀, 17 💩, 3 unch'ed - detail in green graph 👇 Good w/e all! 🍷☀️🏃‍♂️

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James

@1James1n1

3 years

My weekly portfolio update: Up 4.0% this week & up 27.8% Cal YTD. Holdings 👇. Lots of 🏅 awarded this week to #ACP , #CRL , #MPAC & #VLX . Trades: N/A 15 🚀> +5%: ACP, CRL, D4T4, MPAC, JAN, SLP, TRMR, VLX 13 💩> -5%: KINO 1 unch'ed Good w/e all!☀️🏃‍♂️🍷🏖️

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James

@1James1n1

2 years

My portfolio was up 2.8% on the week & up 8.4% Cal YTD. 15 🚀, 8 💩 & 5 unchanged. Trades: N/A #CCC up strongly after a bullish FY TU, while #LTG sees further gains after a positive TU last week. #IOF YTD gains of 21% even after falls this week. Good weekend all!

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James

@1James1n1

6 months

My portfolio is up 0.8% this week & up 10.6% Cal YTD. 14📈, 16📉 & 1 unchanged. Sold #CAPD , Buy: #DRV , Add: #PAY & #RWS . Great updates from #VLX & #RNO this week, while #W7L saw fresh highs. A few indiscriminate drops in a volatile week overall. Good w/e all 🍷☀️🌦️

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James

@1James1n1

1 year

My portfolio was up 3.1% this week & up 1.1% Cal YTD. 22 🚀, 5 💩 & 2 unchanged. Trades: N/A This week the update for #JAN was well received as was #EML updating on progress towards environmental permitting, #TRMR recovered poise & over-sold #PEB saw buyers. Good w/e all!

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James

@1James1n1

5 months

My portfolio is up 2.2% this week & up 13.1% Cal YTD. 18📈, 12📉 & 1 unchanged. Reduced #W7L a sliver. Add to: #RWS #W7L & #PAY up on updates, #COST from newspaper tip & a few others melt up, while #RWS falls on a weak update & outlook. Good w/e all! 🍷☀️🏃‍♂️

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James

@1James1n1

1 year

My portfolio was down 0.5% weekly & down 16.7% Cal YTD. 12 📈, 16 📉 & 3 unchanged Trades: Sell: #ASY , Buy: #MACF , Add: #PEB Another week of most daily falling prices, again seemingly indiscriminately, with a positive of #SDI finding buyers. Good w/e all🍷

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James

@1James1n1

3 years

My portfolio update: Up 3.7% this week & up 23.4% Cal YTD. Holdings 👇. A 🏆 to #TRMR & #SDI & #PEB . Trades: Sold: #DLAR (up 12%/ 2.5 mths) Buy: #W7L Add: #JOUL , #CAPD 16 🚀> +5%: ACP, BILB, CRL, FIF, JOUL, LOOK, PEB, SDI, TRMR 12 💩> -5%: CAR, RNO 2 unch'd Good w/e all!

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James

@1James1n1

4 years

My weekly portfolio update: Up 5.8% this week & up 16.7% Cal YTD. Holdings 👇. #TRMR , #SDI & #SLP made a decently positive week. Trades: Reduced: #BGO (56% gain in 5 mths) Buy: #DLAR 22 🚀> +5%: BGO, EML, SDI, SLP, TSTL, TRMR 6 💩> -5%: AAZ, JKX 3 unch'd Good w/e all!🥶☀️🏃‍♂️🍷

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James

@1James1n1

3 years

My portfolio update: Up 1.1% this week & up 20.1% Cal YTD. Holdings 👇. #CRL gets a 🏆 this week whilst #JKX is on the naughty step 📛 Trades: Sell #BGO (54% gain in 7 mths) Buy #CAPD 17 🚀> +5%: CAPT, CRL, FIF, MPAC, RNO 8 💩> -5%: AAZ, D4T4, JKX, TSTL 4 unch'd Good w/e all!

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James

@1James1n1

5 years

My weekly portfolio update: Up 4.2% this week & up 6.4% Cal YTD. Holdings 👇. #RRE , #TRMR , #MPAC & #SQZ made the week. Sold: #CNIC New: #MWE & #NSF 18 up 🚀 > +5%: BOO, FXPO, GAW, IDP, JKX, MPAC, RRE, SDI, SQZ, TRMR, VLX 14 down 🐶 > -5%: BXP, SPSY 1 unch'd Good w/e all.

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James

@1James1n1

10 months

My portfolio was up 1.4% weekly & down 5.3% Cal YTD. 22📈, 9📉 & 1 unchanged. Trades: Add: #NXQ #CAPD a significant riser on strong contract win news and deserves a re-rating, while #SNX comes off a little from last weeks huge increases on raised guidance. Happy Christmas!🎅

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James

@1James1n1

1 year

My portfolio was down 1.9% weekly & down 4.2% Cal YTD. 8 📈, 19 📉 & 4 unchanged. Trades: Sold: #D4T4 , Bought: #ING , Add: #PEB & #NXQ #ASY the highlight of the week, topped up on #PEB weakness. Two big ex-divs ( #CAML & #FSG ), while #W7L hits ATH's. Good w/e all!🍷🌅

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James

@1James1n1

2 years

My portfolio update: Down 2.7% this week & down 31.7% Cal YTD. 8 🚀, 17 💩 & 3 unchanged. Holdings 👇. Trades: None This week, a 🏅 to #WRKS (way oversold & Finals prove it), #IOF (stock tip) & #W7L (sparkling Interims) & a 👎 to #EML & #GAW (poorly rec'd TU). Good w/e all!

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James

@1James1n1

3 months

My portfolio is down 0.8% this week & up 20.6% Cal YTD. 12📈, 17📉 & 3 unchanged. Trades: Sell: #SDG , Add: #CCT Thankfully sold #SDG early in the week pre-pw, but still went backwards as large position #PEB fell on small volume. #W7L & #MSI hit new highs. Good w/e all!😎

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James

@1James1n1

3 years

My weekly portfolio update: Down 3.4% this week & down 8.6% Cal YTD. Holdings 👇. A 🏅 to #MNZS on an opportunistic buy but a 👎 to #STU (written down to zero in these returns) & #RAI on a pw. Trades: Sold: #RAI Buy: #WRKS & #MNZS 6 🚀 21 💩 2 unch'ed Have a good w/e! 🏃‍♂️☀️🥃

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James

@1James1n1

2 months

My portfolio is up 2.6% this week & up 19.5% Cal YTD. 19📈, 10📉 & 2 unchanged. Trades: N/A A recovery week as #PEB firms ahead of Interims next week, #SRAD approaches 2 year highs & #NEXN at fresh 1 year highs. #IGR allows investors an excellent entry point! Good w/e all! 😎

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James

@1James1n1

9 months

My portfolio was up 2.9% this week & up 2.9% Cal YTD. 23📈, 9📉 & 0 unchanged Trades: N/A Good updates from #COST , #MER & today #W7L all helped drive performance this week while distractions either end on smaller positions drove an entertainment factor! Good w/e all!🍸

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James

@1James1n1

3 months

My portfolio is flat this week & up 20.6% Cal YTD. 13📈, 15📉 & 4 unchanged. Trades: N/A Reaction to #KITW Interims & a 2H weighting alongside a continued drip of low volume #PEB sells were some negatives. #NEXN was tipped & #RNO , #MER & #COST recovered poise. Good w/e all!😎

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James

@1James1n1

2 years

My portfolio update: Down 4.8% this week & down 17.4% Cal YTD. 4 🚀, 22 💩 & 2 unchanged. Holdings 👇. Trades: Sold: #KINO (enough is enough), Add: #HZM , EML A 🏅 to #W7L (for keeping its head above water this week) & a 👎 to just about everything else! Good w/e all! 🍹🏃‍♂️☀️

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James

@1James1n1

2 years

My portfolio update: Down 3.6% this week & down 31.6% Cal YTD. 7 🚀, 18 💩 & 3 unchanged. Holdings 👇. Trades: None This week, a 🏅 to #SDI on a slight rebound (I'll take that!) & a 👎 to #TRMR (end of share buyback/ sentiment). Good long w/e all! ☀️⛱️😎

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James

@1James1n1

4 years

My weekly portfolio update: Up 7.75% this week & up 7.75% Cal YTD. Holdings 👇. What a bonkers week! It won't last! Trades: None 20 🚀> +5%: ARS, BOO, CAML, EML, HZM, JKX, MWE, MPAC, RAI, SDI, SPSY, TRMR, TSTL 9 💩> -5%: ARS, D4T4 1 unch'd Good w/e all! ❄️🏃‍♂️🍷

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James

@1James1n1

4 months

My portfolio is up 1.3% this week & up 21.6% Cal YTD. 17📈, 15📉 & 0 unchanged. Trades: N/A #NWOR responds to Downing Strat micro-cap fund exit positively, markets liked #GAW FY TU & #IGR + #COST bounce back. #RNO soft this week, so #PEB now largest holding. Good w/e all! 😎

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James

@1James1n1

3 years

My weekly portfolio update: Down 5.2% this week & down 14.3% Cal YTD. Holdings 👇. A 🏅 to #JAN with a 👎 to most other holdings. I was flat on the week until today with some holdings significantly marked down. Trades: N/A 5 🚀 23 💩 0 unch'ed Have a good w/e! 🏃‍♂️☀️🥃

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James

@1James1n1

4 years

My portfolio update: Up 3.8% this week & up 10.35% Cal YTD. Holdings 👇. A number of large weight positions doing the business this week. Trades: N/A 22 🚀> +5%: ARC, BOO, D4T4, HZM, JKX, MPAC, SHI, TRMR, TSTL, VLX, WYN 7 💩> -5%: BXP, EML 2 unch'd Good w/e all! 🍷🏃‍♂️☀️

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James

@1James1n1

6 months

#W7L - Blockbuster results: ✅Rev up 40%, GM's up 350 bps, PBT up 136%, EPS up 123%. ✅Divi up 33%, no debt. ✅Significant expansion in Europe ✅Q1 FY24 Rev up 28% & margins up on FY23 ✅Further US expansion in Q1+ (CVS, Five Below) & UK ✅"strong performance ... will continue"

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James

@1James1n1

2 years

My portfolio update: Down 4.0% this week & down 26.3% Cal YTD. 11 🚀, 16 💩 & 1 unchanged. Holdings 👇. Trades: Reduced #SLP , Buy #FSG This week, a 🏅 to #APP (didn't spot a specific reason for rise) & a 👎 to #TRMR (CY downgrades) & #WRKS (further selling). Good w/e all! ☂️

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James

@1James1n1

5 years

Completed my half-marathon today in 1:41:28 which is about 7 mins off my best, but acceptable. Rain was threatened but fortunately held off. Photo 👇 from one of my kind suppporters and now I am taking good care to re-hydrate 🥂🍹!

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James

@1James1n1

3 years

My weekly portfolio update: Up 3.3% this week & up 20.1% Cal YTD. Holdings 👇. In a recovery week, a 🏆 to #CRL , #SDI #MPAC & #HZM & a 📛 to #SLP . Trades: N/A 24 🚀> +5%: BXP, CRL, HZM, JAN, JOUL, MPAC, RAI, SDI, W7L 4 💩> -5%: BOO, SLP 1 unch'd Good w/e all! 🏖️🍷🏃‍♂️☀️

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James

@1James1n1

9 months

Today has seen some brutal profit warnings and commiserations to anyone affected. They look super hard, if not impossible to have identified in advance. For anyone finding the going tough, feel free to reach out - fintwit is about investing, but also a community.

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James

@1James1n1

5 months

My portfolio is up 0.6% this week & up 15.7% Cal YTD. 14📈, 14📉 & 3 unchanged. Trades: N/A #IGR continues to motor, #MSI jumps over £10, #MER up on broker coverage & #RNO making fresh highs. Meanwhile two weak updates from #ULTP & #MACF dampen progress. Good w/e all!😎

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41

James

@1James1n1

1 year

My portfolio was up 0.2% weekly & up 3.8% Cal YTD. 14 📈, 15 📉 & 1 unchanged. Trades: Reduced: #W7L , Buy: #MSI This week, #KITW , #RNO , #W7L & #MER continue their well-deserved re-rates while #SDI drops on a poorly communicated TU guiding forecasts down. Good w/e all!

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40

James

@1James1n1

3 years

My weekly portfolio update: Up 2.5% this week & up 31.0% Cal YTD. Holdings 👇. A 🏅 to #PEB , up 32% on Interims Trades: Top-Chops on #MPAC & #CRL Adds: #PEB , #BOO , #JAN 12 🚀> +5%: ACP, BXP, CRL, HZM, PEB, SDI, SPSY, VLX, W7L 15 💩> -5%: EML, RAI 2 unch'ed Good w/e all!☀️🍷🚶‍♂️

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40

James

@1James1n1

5 years

My portfolio update this week: Up 5.2% this wk & up 17.8% Cal YTD. No trades. Holdings 👇. #RRE made the week & is now my largest holding by some way! 20 up 🚀 > +5%: BOO, OPG, PHTM, RRE, SDI, SLP, TRMR 14 down 🐶 > -5%: SQZ, SPE 3 unch'd Have a good weekend all! 😎⛱️

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1

38

James

@1James1n1

4 months

My portfolio is up 0.8% this week & up 19.8% Cal YTD. 14📈, 15📉 & 3 unchanged. Trades: N/A #NWOR up on a strong AGM TU - attending the AGM was an interesting experience though! 😳 #NEXN at 9 month high, #COST on verge of break-out & #RNO at new high. #TRI weak Good w/e all!😎

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40

James

@1James1n1

2 years

My portfolio was up 2.0% on the week & up 5.5% Cal YTD. 16 🚀, 10 💩 & 2 unchanged. Trades: Sold: #MPAC , Add to: #KITW . Buy: #SNX #SDG seemed to have benefited from positive read across from #CFX Interims, #SDI from newspaper tip & #LTG from ahead of TU. #JAN weak after update.

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39

James

@1James1n1

3 years

My weekly portfolio update: Up 2.8% this week & up 11.3% Cal YTD. Holdings 👇. A pleasing weekly progress graph (green) below results in a 🏅 to #EML , #SDG , #BOO & #D4T4 . Trades:N/A 18 🚀 7 💩 3 unch'ed Thanks for the interaction through 2021 & Happy Christmas all! 🎅🎄☃️🍷

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40

James

@1James1n1

3 years

My weekly portfolio update: Down 3.1% this week & down 6.1% Cal YTD. Holdings 👇. A 🏅 to #LOOK which appears to be in a stage 2 breakout, but a 👎 to just about everything else as another tough week passes. Trades: None 3 🚀 25 💩 1 unch'ed Have a good w/e! 🏃‍♂️🍷🥃☀️

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39

James

@1James1n1

2 months

My portfolio is flat this week & up 16.5% Cal YTD 13📈, 14📉 & 4 unchanged. Trades: Buy: #MONY What a strange week to end flat at the end of! Solid updates from #MER & #TIFS with the former having further to go & the latter lots of recovery potential, both imo. Good w/e all! 😎

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1

40

James

@1James1n1

3 months

My portfolio is up 1.8% this week & up 22.7% Cal YTD. 16📈, 13📉 & 3 unchanged. Trades: N/A An up-week on no special news, some bounce-backs, general market movements and prior week updates. Good w/e all! 😎

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James

@1James1n1

2 years

My portfolio update: Down 5.0% this week & down 13.3% Cal YTD. 2 🚀, 27 💩 & 0 unchanged. Holdings 👇. Trades: None A 🏅 to #SDI (multi-year upgrades in TU today) & #PEB (strong results & excellently placed) & a 👎 to #KINO (poor handling of sale of business). Good w/e all!

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James

@1James1n1

1 year

My portfolio was down 5.1% weekly & down 2.4% Cal YTD. 7 📈, 23 📉 & 1 unchanged. Trades: Add: #MSI A tough week, particularly with a pw from #TRMR & general market weakness. Fingers crossed for #PEB Interims this coming week. Good w/e all! 🏖️

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37

James

@1James1n1

4 years

My weekly portfolio update: Down 0.7% this week & up 9.9% Cal YTD. Holdings 👇. Trades: Sold: #ARC (0% gain in 0 months) & #MWE (114% gain in 13 months) Add: #DLAR , #FIF Buy: #RNO 15 🚀> +5%: DLAR, JKX, MPAC 13 💩> -5%: AAZ, BOO, D4T4, EML, SDI, TRMR 2 unch'd Good w/e all! 🏃‍♂️

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38

James

@1James1n1

5 years

My week update: Up 3.7% this week & up 29.8% Cal YTD. Holdings 👇. Sold: #GDWN , #HUR Reduced: #CCC Bought: #AIEA Topped Up: #RRE , #SPSY , #TRMR 21 up 🚀 > +5%: AIEA, CCC, GAW, HZM, RRE, SDI, SPSY, SQZ, TSTL 8 down 🐶 > -5%: AAZ, JKX, VLE, VLX 3 unch'd Happy Christmas all!🎄🎅

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James

@1James1n1

3 years

My weekly portfolio update: Up 1.1% this week & up 13.0% Cal YTD. Holdings 👇. This week a 🏅 to #SDI , #KINO , #SPSY & #RNO & a 👎 to #BOO & #D4T4 in another 🎢 week! Trades: None 13 🚀, 13 💩, 2 unch'ed - detail in green graph 👇 Good w/e all! 🏃‍♂️☀️🍷

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37

James

@1James1n1

3 years

My weekly portfolio update: Down 0.3% this week & up 19.7% Cal YTD. Holdings 👇. Lots of volatility this week with #SLP getting a 🏆 whilst #CRL is on the naughty step 📛. Trades: N/A 13 🚀> +5%: AAZ, JKX, TSTL 12 💩> -5%: BOO, CRL, VLX 4 unch'd Good w/e all! ☀️🏃‍♂️🍷

0

38

James

@1James1n1

3 years

I have seen quite a few tweets looking for book suggestions, so I thought I would share 9 books that I found insightful and useful for me. It’s quite a varied bunch, so hopefully there is something there for everyone!

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James

@1James1n1

2 years

My portfolio update: Down 3.7% this week & down 29.1% Cal YTD. 3 🚀, 22 💩 & 3 unchanged. Holdings 👇. Trades: None This week, a 🏅 to #LOOK on strong Interim results & a 👎 to #PEB (CFO leaving & thin volume). Good long w/e all! ☀️⛱️😎

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37

James

@1James1n1

2 years

My weekly portfolio update: Up 2.6% this week & down 3.9% Cal YTD. 13 🚀, 13 💩 & 2 unchanged. Holdings 👇. Trades: None A 🏅 to #RNO (awesome update today), #HZM (Glencore stake building driving interest) & #W7L (excellent update) & a 👎 to #TRMR . Have a good Easter! 🌷🐇⛪️

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35

James

@1James1n1

3 years

My weekly portfolio update: Flat this week & up 19.1% Cal YTD. Holdings 👇. A 🏆 to #D4T4 , #TRMR & #W7L & a huge 📛 to #MPAC . Trades: Sold #WYN (94% gain in 12 mths) Add: #W7L Buy: #JAN 17 🚀> +5%: CAR, D4T4, LOOK, W7L 10 💩> -5%: CAPD, MPAC, PEB 3 unch'd Good w/e all! 🏃‍♂️☀️🏖️

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35

James

@1James1n1

1 year

My portfolio was up 1.0% weekly & up 2.4% Cal YTD. 14 📈, 13 📉 & 3 unchanged. Trades: N/A Good to see #MSI at the top of the pack for a second week, while #ASY , #FSG & #PAY continue to fly higher. A few fallers, but no specific news flow I am aware of. Good w/e all!

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37

James

@1James1n1

3 years

My portfolio update: Up 0.4% this week & up 20.2% Cal YTD. Holdings 👇. Tough news for #TSTL , #BXP & #JKX (now sold) this week. Trades: Sold #JKX (44% loss over 27 mths), Buy #CAR , Add #PEB 16 🚀> +5%: FIF, PEB, RNO, WYN 11 💩> -5%: AAZ, BXP, TSTL 2 unch'd Good w/e all! 🍷🏃‍♂️☀️

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1

36

James

@1James1n1

2 years

My portfolio update: Up 1.1% this week & down 23.3% Cal YTD. 15 🚀, 11 💩 & 1 unchanged. Holdings 👇. Trades: N/A This week, a 🏅 to #SDI (delayed reaction to recent acquisition?) & a 👎 to #WRKS (pw) in otherwise light summer chop. Next week 👀 #TRMR Interims. Good w/e all!

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0

36

James

@1James1n1

4 years

My portfolio update: Up 4.5% this week & up 3.1% Cal YTD. Holdings👇. #RRE , #TRMR & #PEB did the heavy lifting. Trades: Sold: #NSF Reduced: #BMY Bought: #CRW 15 🚀> +5%: CCC, D4T4, HZM, JKX, MMX PEB, RRE, SPSY, TRMR, VLE, VLX 11 💩> -5%: CRL, MPAC, SLP 2 unch'd Good w/e all😀

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36

James

@1James1n1

4 years

My weekly portfolio update: Up 4.6% this week & up 22.6% Cal YTD. Holdings 👇. Back up this week with highlights: #D4T4 , #BXP , #GAW & #SDI . Trades: None 23 🚀> +5%: AAZ, ARS, BOO, BXP, D4T4, GAW, JKX, POLR, SDI, TSTL, VLX, WYN. 6 💩> -5%: None. 1 unch'd Good w/e all! 🏃‍♂️🍷👍

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36

James

@1James1n1

3 years

My weekly portfolio update: Down 6.7% this week & up 11.8% Cal YTD. Holdings 👇. Market falls today and earlier this week were compunded by an irrational market response to #HZM financing. Trades: None 2 🚀, 26 💩, 0 unch'ed - detail in green graph 👇 Good w/e all! 🍷☀️🏃‍♂️

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0

36

James

@1James1n1

4 years

My weekly portfolio update: Down 2.9% this week & up 10.6% Cal YTD. Holdings 👇. Trades: Sold: #SHI (39% gain in 10 months) Reduced: #SPSY (96% gain in 11 months) Add: #DLAR Buy: #FIF 9 🚀> +5%: DLAR, SDI 21 💩> -10%: ARC, VLX (too many 5%+ 😳) 1 unch'd Good w/e all! ☀️🏃‍♂️🍷

0

36

James

@1James1n1

2 years

My portfolio update: Down 1.7% this week & down 26.3% Cal YTD. 9 🚀, 17 💩 & 2 unchanged. Holdings 👇. Trades: Reduced #ACP , Added to #MPAC . This week, a 🏅 to #W7L (impressive AGM update), #APP (solid Finals) & a 👎 to #JAN (more poor comms in Finals). Good w/e all! ☀️⛱️🧴

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35

James

@1James1n1

5 months

My portfolio is up 0.8% this week & up 18.9% Cal YTD. 13📈, 18📉 & 1 unchanged. Trades: Buy: #ANX #PEB re-rating continues this week, #NEXN responds to Q1 update & #RNO stays strong. #EML weak as award of ESIA pending. Nice to meet many at Mello this week. Good w/e all!😎

3

0

36

James

@1James1n1

4 years

My portfolio update: Down 3.7% this week & up 6.3% Cal YTD. Holdings 👇. 5 red days as the market cools off after the strong opening weeks. Trades: Sold #ARS (-41.5%), Buy: #ARC 8 🚀> +5%: WYN 22 💩> -5%: ACP, EML, HZM, MPAC, MWE, SHI, SLP, VLX 1 unch'd Good w/e all! 🏃‍♂️🍷🥶

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35

James

@1James1n1

3 years

My weekly portfolio update: Up 0.8% this week & down 5.4% Cal YTD. Holdings 👇. A 🏅 to #TRMR for staging a decent recovery but a 👎 to #STU for a tough pw and to #W7L for falling despite an "ahead of" TU. Trades: Sold #JOUL 15 🚀 11 💩 3 unch'ed Have a good w/e! 🏃‍♂️🍷☀️

1

0

36

James

@1James1n1

3 years

My weekly portfolio update: Down 1.1% this week & up 21.6% Cal YTD. Holdings 👇. A 🏆 to #TRMR & #W7L , & a 🚫 to #SDI & #SLP in a tough old week. Trades: N/A 8 🚀> +5%: EML, TRMR, VLX, W7L 19 💩> -5%: ACP, CAML, D4T4, JOUL, KINO, RAI, SDI, SLP 2 unch'd Good w/e all! 🏖️🍷🏃‍♂️☀️

2

0

35

James

@1James1n1

3 years

My weekly portfolio update: Up 0.1% this week & up 21.2% Cal YTD. Holdings 👇. A 🏅 to #SDI & #W7L & a 👎 to #SLP & #TRMR this week. Four up days & then a down day eliminated most gains 🎢. Trades: None 13 🚀, 12 💩, 3 unch'ed - detail in green graph 👇 Good w/e all! 🏃‍♂️☀️🍷

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1

35

James

@1James1n1

2 years

My portfolio update: Up 2.8% this week & down 32.4% Cal YTD. 18 🚀, 6 💩 & 3 unchanged. Holdings 👇. Trades: N/A This week, a 🏅 to #JAN , #APP & #IOF & a 👎 to #EML , #BXP & #HZM (large dilutive equity raise). Happy to see #D4T4 & #ASY rise post ex-div dates. Good w/e all.

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34

James

@1James1n1

3 years

#SLP - Rev up 79%, PBT up 161%, 4p divi declared, cash balance at $106.1m. Possibility of a further "windfall dividend" is floated for early 2022 if PGM prices remain robust. Outlook: "entered FY2022 with a continued solid production performance from our operations". I hold.

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3

33

James

@1James1n1

3 months

My portfolio is down 1.1% this week & up 21.4% Cal YTD. 13📈, 15📉 & 3 unchanged. Trades: N/A Sparkling results from #RNO and the shares dropped 🤷‍♂️, while #ING contract wins reversed some recent declines & investors warming to #SRAD as a recovery share. Good w/e all! 😎

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1

34

James

@1James1n1

3 years

My weekly portfolio update: Down 4.1% this week & up 8.3% Cal YTD. Holdings 👇. This week a 🏅 to #BXP , closing at an ATH & a 👎 to #BOO & #JOUL who both produced hefty profit warnings this week. Trades:N/A 6 🚀 19 💩 3 unch'ed - detail in green graph 👇 Good w/e all! 🍷☀️🏃‍♂️

1

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35

James

@1James1n1

11 months

My portfolio was down 1.1% weekly & down 12.6% Cal YTD. 10 📈, 20 📉 & 1 unchanged. Trades: N/A A nice end to the week with #W7L trading ahead while investors give a 👎 to #SDI 's latest purchase & reverse some of the SP recovery. Remaining movements are noise. Good w/e all!🍷

2

0

33

James

@1James1n1

1 year

My portfolio was down 1.0% weekly & down 3.4% Cal YTD. 13 📈, 15 📉 & 3 unchanged. Trades: N/A #PEB - solid Interims, outlook & continued debt reduction. More outlook upside than downside imo. #TRMR drifts down after pw last week. General Summer drift. Good long w/e all!🏖️

2

0

34

James

@1James1n1

4 years

My weekly portfolio update: Up 2.55% this week & up 25.7% Cal YTD. Holdings 👇. Largest movers this week were #BXP & #JKX , with the former hitting new highs. Trades: None 19 🚀> +5%: AAZ, BXP, CAML, CRL, GDWN, JKX, MWE, SHI, SLP 7 💩> -5%: GAW, VLX 4 unch'd Good w/e all! 👍

5

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35

James

@1James1n1

2 years

My portfolio was down 0.2% this week & down 1.4% Cal YTD 13 🚀, 13 💩 & 2 unchanged Trades: N/A This week #GAW makes a fresh 12 month high, investors liked #SDG licence deal & #CCC results pleased markets. Meanwhile, #CAML results disappointed & #D4T4 lagged. Good weekend all!

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