1st July - Supercharging returns by ranking portfolio holdings, 1st July 2021 - Top 10

So I've now enjoyed 6 Quarters of excellent performance. I want to post the top 10 rankings before the start of the second half-year. Let's see if this outperformance continues. and if this is a process that works or is just dumb luck.

Rank 2nd Half
1 Tharisa (LON:THS)
2 Sylvania Platinum (LON:SLP)
3 Cmc Markets (LON:CMCX)
4 Carclo (LON:CAR)
5 Aviva (LON:AV.)
6 Creightons (LON:CRL)
7 Ig Group (LON:IGG)
8 Xpediator (LON:XPD)
9 Entain (LON:ENT)
10 Wynnstay (LON:WYN)


Tharisa (LON:THS) Sylvania Platinum (LON:SLP) , Rhodium Mining. The high price of Rhodium due to automotive is driving cash flows and returns to shareholders. I expect this to continue for some time.

Cmc Markets (LON:CMCX) Ig Group (LON:IGG) , Spread betting companies. Expectations are revenues will be higher than market expectations.

Carclo (LON:CAR) , Company experience recovery of revenues and profits and now positioned for growth.

Aviva (LON:AV.) , Undervalued Insurance company

Creightons (LON:CRL) , Value consumer good company, exceptional compounder of growth in revenues and profits.

Xpediator (LON:XPD) , Logistics company exposed to Eastern European Growth economic.

Entain (LON:ENT) , Gambling Company with exposure to USA growth through JV with MGMBET

Wynnstay (LON:WYN) , Undervalued supplier to the farming industry.

As always DYOR

BSV



11th Jun - Supercharging returns by ranking portfolio holdings, 1st January 2021 - Top 10

Over the past 10 years, I've introduced about 18 personal document changes to my stock selection and portfolio management processes, the most recent introduction in early 2020 seems to supercharged the returns achieved in 2020 and 2021 (2020 - 60% plus, 2021 year to date -43%plus). It's a very short time period in…

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