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SIF Portfolio July review: Profits from Miton, McColl’s and Wincanton

As I flagged up in my year-end review, I’m shifting the portfolio’s minimum holding period from six months to nine months. To avoid too long a time without adding new stocks, I’m making this change gradually.

In May I looked at seven-month old stocks. This month it’s time to review the portfolio holdings that are eight months old. Three stocks qualify:

Small-cap fund manager Miton Group

Convenience store chain McColl’s Retail

Logistics firm Wincanton

A quick look at the SIF portfolio suggests that it’s been a successful eight months for all…

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