Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
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Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
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Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield
