Read on Twitter
(Almost) end of year scores on the doors as holidays beckon, apols for the tweet stream. Currently +18.8% YTD, miraculous given -29% YTD mid March (was also 18% cash at this point)
. Process as always more important but another year of solid compounding can't be overlooked
. Process as always more important but another year of solid compounding can't be overlooked
Hero's of the year - #MPAC (no 2 holding by size) #SDI (no 1) #INRG #CDM #VLE , zero's #RFX #RWS #ARC #RDSB. PF has 21 holdings now vs 22 at yr end LY. Best trades #XAR #TED #JET2 #BWNG. Best buys, most in March #SDI at 41p, #RFX 100p, #MPAC 184p, #JET2 631p July, #CDM 315p May
This year's horrow show - buys in Jan / Feb awful #RFX at 207p, #AGFX at 188p. Most irritating (rare) stop loss selling disaster #FDEV @1946p in June. Selling 50% of my #CDM in Nov at 474 & 495p wasn't my finest hour either. Redeemed myself selling #HUR at 33p in Jan
Priorities for yr included increasing weight in highest conviction stocks 
Being a reluctant seller Focusing less on yield (did we have any choice ?) reducing transactions 
spending more time working on existing holdings More to do but progress satisfactory imo
Being a reluctant seller Focusing less on yield (did we have any choice ?) reducing transactions spending more time working on existing holdings More to do but progress satisfactory imo
No expectations for year ahead, CAGR approaching 14% over 6 years since I've been f/t so will just keep my head down and keep working. Keep reading, stay humble & learn from those around you, twitter an amazing resource if you use prudently imo
Thanks for your humour, shared knowledge & shared experience in the most testing circumstances in 2020 and best of luck for the new investing year. Health, wealth & happiness to you all 
