I think September has been my best month ever and the last quarter has certainly been one of best ever (over 5 years from 26/9/05).

Highlights from my portfolio:

Alliance Pharma (LON:APH) - slipped a bit, not idea why but very happy holding.

Avanti Communications Group Plc (LON:AVN) - moved up a fraction...someone I know is shorting it so any rise brings double the pleasure it normally would. I reckon Hylas 2 doubles the price from here...not a share I will let go of unless something happens to materially change the reason I bought it.

Dialight (LON:DIA) - also slipped a bit but sitting on a 50+% profit so happy to let it run for now.

Medusa Mining (LON:MML) - took some further profit in MML.

Monitise Plc (LON:MONI) - I timed my buy back well. Nice rise today on the back of a new contract. I first bought at 5p but didn't have the confidence to hold. Have traded several times. A good example of where buy and hold would have been much better than trading.

Ocean Wilsons Hldgs (LON:OCN) - ticked up. Not exciting but it's nice to see recent buys move in the intended direction. Brazil is up against stronger currency so care needed but for now it's a good play on Brazil.,

Ortac Resources (LON:OTC) - bounces around a bit but the maths remain the same. I'm happy to hold and expect 2p-3p+ on resource upgrades and as we get closer to the mine going into production. I'm already 120%+ up on my purchase.

Pinnacle Telecom Group (LON:PINN) - bought today after hearing a presentation at Free City Seminars last night. It's a turnaround company and they seem to be in the right place at the right time. No debt and recent cash raised at…

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