2021 Year-end portfolio review – UKValueInvestor

2021 Year-end portfolio review – UKValueInvestor

2021 Year-end portfolio review – UKValueInvestor

Another year has whizzed by and so, inevitably, it’s time for investors up and down the land to review their portfolio’s performance over the last 12 months and beyond. In my case, I’m going to review the UK Dividend Stocks Model Portfolio, which I set up in 2011. It’s a virtual portfolio that I manage … Read more

Gold and Copper Markets Respond to...

Gold and Copper Markets Respond to...

On Friday gold jumped over 1% to unprecedented highs after the dollar and Treasury yields fell. The movements followed remarks from Federal Reserve Chair Jerome Powell that suggested an interest rate reduction in September. Concerns about inflation near the Fed’s 2% goal added to signs of lower interest rates, as Powell’s comments did. For a … Read more

Share Tip: Kitwave Group – the...

Share Tip: Kitwave Group – the...

Since Tuesday 4th March when the Kitwave Group (LON;KITW) announced its Final Results for its year to end-October 2024, its shares have put in something of a lacklustre performance.  Upon the results they were went up 4p to 280.28p, before closing that night at 255p.  Since then, they have wavered between 248p and 268.50p – … Read more

KR1 plc…The #Crypto #Alpha Bet

KR1 plc…The #Crypto #Alpha Bet

My main 2020 investment thesis is the assumption this #pandemic does not herald new & permanent societal change. But it will reinforce & accelerate existing trends, with #cryptocurrency/#blockchain innovation, development & adoption poised to benefit hugely. It’s just three years since my first & last crypto post (& Bitcoin‘s only twelve years old!), but its progress … Read more

Nvidia shares fall on reports of...

Nvidia shares fall on reports of...

Nvidia shares (NYSE: NVDA) are trading lower today amid reports that Huawei is testing its latest artificial intelligence (AI) chip, Ascend 910D, which is expected to be more powerful than Nvidia’s flagship H100 AI chips. These chips are successors to the 910B and 910C chips and are reported to enter mass production soon. The chips … Read more

Is now a good time to...

Is now a good time to...

The FTSE 100 has become unloved and unwanted by an increasing number of investors. I guess you can’t really blame them. After all, the FTSE 100 has grown from 6,900 in 1999 to 7,500 today, which is less than a 10% capital gain over 22 years. By any reasonable stretch of the imagination, that’s a … Read more

Impact and Outlook for the U.S....

Impact and Outlook for the U.S....

This week’s Federal Reserve cut in interest rates by a half-percentage point rippled through the U.S. economy, with economists, business owners, and investors pondering its impact. Not only did the rate slash, which reduced borrowing costs from their highest in two decades, resulted in America’s major share indices declining on the day but sharply recovered. … Read more

Director deals: New boss buying shares...

Director deals: New boss buying shares...

Two directors of fuel cells technology developer AFC Energy (LON: AFC) bought shares after the full year results and strategy update. Chief executive John Wilson’s wife has bought 500,000 shares at 6.5848p each, which takes their combined holding to 1.025 million shares. In February, John Wilson bought 250,000 shares at 9.09p each and his wife … Read more

Soooo, 2020…What A Crazy Year!?

Soooo, 2020…What A Crazy Year!?

‘It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it … Read more

Chinese EV companies report strong growth...

Chinese EV companies report strong growth...

Chinese electric vehicle (EV) companies have reported their deliveries for April. Here are the key takeaways from their reports. NIO reported EV deliveries of 23,900 in April, which was 53% higher YoY. In the first four months of 2025, its EV deliveries rose 44.5% to 65,994, while its cumulative deliveries rose to 773,558.  It started … Read more