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Growth Portfolio 3 - March 23

March 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

What an amazing few months it’s been, with GP3 consolidating its gains of the past three. But this isn’t to say that this month saw a market of dull tickers. What caught my eye is that some investors are throwing caution to the wind and going all in into the bombed out retail sector. Take THG, which I covered on SCSW in full - a newly floated company, Kelso (#KLSO), raised £3m from investors including Nigel Wray, Luke Johnson and 20 not-so-stupid City grandees and invested all of it into THG. It’s a ballsy move by Kelso’s CEO John Goold (founder of Arden and ex CEO of Zeus). Others betting ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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