Busy couple of weeks on results front
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Some June 'month' performance figures. All net of fees
Tech +11.4%
Lifestyle +6.45%
100 index. +2.89%
Optimum GG & I +1.86%
Equity +1.65%Comps:
Nest Sharia +1.79%
Fundsmith +0.57% -
Proof the US economy is doing well!
June nonfarm payrolls: +147K vs. +110K consensus and +144K in May (revised from +139K), according to data released by the U.S. Bureau of Labour Statistics on Thursday.
The unemployment rate moved down, below consensus. -
Markets closed early today for the 4th of July weekend.
Cobens Technology at an all time high. Regained its Feb 2025 high and we've battled an 8.6% fx headwind. Very happy where we are.
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That’s great news….can you just sort out the dollar / pound exchange rates please ….
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It's def a team effort and thank you all for your kind words
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Will be good if this trend can continue.
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All I can tell you Jason is when you have Cobens Tech up 14.7% YTD net of all fees which is Nr1 in 2025, was Nr 1 in 2024 and Nr 1 in 2023 against most 'funds being still under water or barely broken even, you will see consolidation and volatility given the recovery has been very rapid over a short time scale. Lifestyle is similarly performing very well.
However, I can also tell you with confidence that the businesses we hold will continue to grow and growth means stock price appreciation over time. Short term we are exposed to the musings of a volatile President. Some days he helps us, others he doesn't, but over time the business fundamentals will be what drives the performance, not tax policy or public feuds.
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That's the idea SZ. The aim is to inform and answer questions. There are a lot of misconceptions with investing and the stock market. Usually peddled through ignorance.
