Uncle Albert's greatest ever scene!

Portfolio performed well last week. Next week 👇 Tuesday - AGM #GAMA Wednesday - TU #AV. #CBG Thursday - Paying Dividend #AV. #MEGP Friday - Paying Dividend #TCAP

YTD 14.5% Biggest % movers were #KWS and #FRP 🎬 Received my dividend from #LUCE and added to #KWS - in top 5. ✅️ Acceptable results from #PFD ✅️✅️ #SNWS #KWS #HL. and #VTU up 20% each, YTD. ❌️ should have added to #RNO as its a tiny position that is now +57.6% YTD.

Roll on Monday and my #KWS

Decided to sell #KWS after today's takeover announcement due to the premium and added to #GAMA because it is cash generative, strong balance sheet, good product and relationships with Ericsson LG UK and acquisitive. Adj. EPS 88p - 2025 PE 16.8.

Own #HL. at an average price 749.19. Pleased to read potential offer at 985p from Abu Dhabi Investment Authority when the price was 755p on 26 Apr 2024. reuters.com/markets/deals/…

Just to say #VLE is my most comfortable hold! Downside risk is limited because of the balance sheet and what Shire could be worth, if it continues to deliver.

YTD 19.5% - down 0.4% from prior week. One trade last week. I reduced #GAMA and added new holding #QQ. Felt I made a mistake with my large portfolio weighting in #GAMA Last week's biggest riser was #MEGP followed by #FRAS and #BOY

Excellent day on the market today. All time high....ruined by #gsk 🤨 Overall, it ended exactly where I started this morning. 😀 #Diversification Chopped my #cmcx by half after it had risen by +80% Sold #GSK - given legal risk. Added to #TPFG New position - #RCH 🙄

Added another boring stock to my portfolio today #lgen 🙄