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Growth Portolfio 3 - June '25

June 2025

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.

For months, we were stuck in limbo. Every company with US exposure was saying the same thing: “We don’t know what Trump-era tariffs mean for our business.” That kind of uncertainty weighed heavily, especially in the UK market where even hinting at bad news tends to be met with a swift slap but we finally had some clarity - and it’s a big one. In a major ruling, US courts have declared the tariffs unlawful, stating the White House didn’t have authority to impose them in the first place.   Of course, it’s not the end of the story and there has been a temporary reprieve to the ruling that cove ...

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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.

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