Stock in Focus

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SIF April review: Tatton Asset Management & Wynnstay

Many thanks for all your comments on my SIF annual review last week. I do read them all. I’m still thinking through the implications of changing my methodology and will post an update here when I’m ready to move ahead.

In the meantime, I’m maintaining my existing processes for buying and selling stocks from SIF. As it’s the last week of the month, this means it’s time to review shares that have been in SIF for at least nine months.

Two companies make the cut this month. Both have been strong performers since I added them to SIF in…

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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