06 October 2018

Investment Review - September 2018

The year marches on - we're already past the equinox and heading into the gloom of winter, but I'm drafting this post from a ninth-floor hotel balcony overlooking the sea so it still feels very much like summer at the moment.
   
Here's the combined portfolio update as of the last working day In September :-




Share / Fund Purchases in the Period
None

Share / Fund Sales in the Period
None

Passive Income Index
Another decent quarter for dividends and coupons etc, and the index currently stands at 306.4 from 196.6 at the start of the year.  At this Q3 stage of 2018 we've already exceeded the passive income sum received during the whole of 2017.

Commentary
No trading activity in the period except for the automatic dividend reinvestments.  An all-time portfolio high in July was followed by a slight pullback in August, but another new high was reached at the end of September.



September 30th is also my company's year-end, and after an interesting and busy year the turnover is the highest since 2015 and our projected future cashflow position is still quite strong.

So for the time being at least, it's onwards and upwards...

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