To those who have been wondering what has happened to the blog over the last few months, and remarkably there have actually been a few emails of concern, I thought I owed you all an explanation.
I am soon to start work at a new firm and due to my desire to maximise this opportunity I fear I will no longer be able to devote as much time to writing. I will still post occasionally if I have something that I believe is particularly worth saying however the frequency may drop to a quarterly comment on the portfolio/macro and maybe the odd stock idea if I have one.
Personal Dealing rules at my new employer also mean that I will have to trade substantially less and therefore I will be outsourcing much of my portfolio to fund managers and maintaining a few key long term holdings. I have attached my remodelled portfolio below.
I will of course be staying on top of developments at the individual companies and therefore am more than happy to discuss with any interested parties.
Will miss your stock picks but congrats on the new opportunity!