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I use Excel to track my equity and fund investments. One row per stock, number held, todays price, value, how much I invested, dividends received, profit or loss etc. Totals of relevant columns plus compare value now with what it was at 1st jan showing % gain or loss. You can add further rows for other investments like bonds or banks and do some calculations…

I don't follow HVE these days. I held for some years but sold out in 2014 when it finally became clear to me that the business was going nowhere. My recollection is that Andrew Burgess had built up a sizeable holding - approx 20%, during the time I held the shares. His involvement did not appear to have the impact that investors had hoped for…

re SRT, as muckshifter says, the Philippines is similar to Indonesia and I believe requires coverage for approx 200k vessels. As of SRT's last AGM, work on this was at the planning stage. There are 4 Asian countries listed in the validated sales opportunities pipeline (VSOP). India is one, Indonesia is now contracted which SRT watchers reckon leaves Philippines and Vietnam. The latter is thought…

Paul, Graham covered RWS on 14 Feb in response to an upbeat AGM statement. Trading update today look good to me. Any chance of a follow up from you or Graham?

Found this useful guide to what will not qualify for IHT relief at https://www.taxinsider.co.uk/687-Investments_as_BPR_Vehicles_for_IHT_Savings.htmlNo BPR is available in the following circumstances: • The business consists wholly or mainly of dealing in stocks and shares (except market makers and discount houses); • The business is wholly or mainly dealing in land or buildings; • The business is wholly or mainly holding investments (which includes land which…


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