Portfolio activity - October 2022:
Buy | Add | Sell |
Tritax Big Box (BBOX) | ||
VVUKEI | ||
Portfolio performance - October 2022:
company |
% of portfolio |
cash |
7.9% |
unilever |
6.0% |
legal and general |
5.3% |
telecom plus |
4.8% |
computacenter |
4.6% |
impact healthcare |
4.5% |
tritax big box |
3.9% |
hend. far east income |
3.3% |
anglo pacific |
3.1% |
duke royalty |
3.0% |
relx |
2.9% |
schroders |
2.9% |
euromoney |
2.8% |
compass |
2.6% |
national grid |
2.6% |
glaxosmithkline |
2.6% |
jpm asia income & growth |
2.5% |
admiral |
2.3% |
diageo |
2.3% |
supermarket reit |
2.3% |
british american tobacco |
2.2% |
somero enterprises |
2.2% |
abcam |
2.1% |
reckitt benckiser |
2.0% |
tate & lyle |
1.7% |
vvukei |
3.5% |
homeserve |
1.5% |
nichols |
1.5% |
smith & nephew |
1.3% |
ag barr |
1.3% |
hargreaves lansdown |
1.0% |
rws holdings |
1.0% |
jersey electricity |
0.9% |
eleco |
0.8% |
craneware |
0.8% |
lancashire holdings |
0.7% |
blackbird |
0.7% |
life sciences reit |
0.7% |
ab dynamics |
0.7% |
haleon |
0.6% |
888 holdings |
0.5% |