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Growth Portfolio 3 - December '22

December 2022

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.

Growth Portfolio 3 is up 7.6% this month  and there are signs that the selling storm in equity markets is petering to a close. As you will see, this month’s updates are largely bullish; quite a few companies are upgrading expectations and others, given macro uncertainties, are leaving guidance unchanged for FY23 at this early stage to the year but are saying things seem better.   I had a lot of calls this month and one sector seeing a renaissance after all the semiconductor supply chain shortages last year is electronics (refer to Volex, Solid State, DiscoverIE updates). Buffett seems to have ...

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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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