Tuesday, October 06, 2009

Report for September 2009

Another good month where the FTSE100 and our portfolio both rose 5%. Our Unit Value rose 4% to 103 (the first time we have shown a profit since August last year).

Apart from Severn Trent and Dixons all our holdings in stocks, unit trusts and bonds rose last month giving an overall lift on our portfolio of £647 to £14,700. China and Europe did best.

We now have £2,517 in cash, and it would be sensible to invest this money to benefit from the current steady rise in valuations.