The ongoing debate among money managers at the moment seems to focus on just a few major themes: can the AI bull run in the US continue, can the gold and silver bull run continue, and will the UK stocks story every turn around? Here at The Armchair Trader we like to think disciplined stock picking can still yield solid results, and try to demonstrate that.
It's been a story of winners and losers in our tips list in September in what remains an admittedly volatile environment. We are saying goodbye to some old stalwarts (and taking profits), notably Gaming Realms (up 80%), but are also sorry to sell Italy's revolutionary green energy play Eviso SpA (down 15%); but portfolio rules are rules.
Mining and tech stocks have continued to dominate in terms of upside performance, but I'd like to mention our adventurous mid-cap position in Swiss construction firm Implenia (up 139% at the time of writing), that keeps on delivering.
The Armchair Trader team recently visited the excellent investment trusts conference hosted in London by the Association of Investment Companies, which provided some valuable insights into what the pro money managers are thinking at the moment. We thought the presentation from Nick Train, founder and portfolio manager at Lindsell Train, was especially insightful. We heartily recommend readers go along to this next year. We'll feature it on our newsletter nearer the time.
For our members, we'll take a look at our picks from September and how they are getting on.
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