Portfolio Disclosure
I hold the stocks listed on this page to meet my financial objectives and circumstances.
My personal ownership of these stocks is never intended to suggest to any reader that these stocks are suitable for them to invest or speculate in.
Please note carefully that investing and speculating involve risk of loss.
Also that my past results are not necessarily indicative of future results.
This page exists for no other reason than to meet my obligation to advise readers of any interest I have in a stock which I write or speak about. It therefore follows that the material on this page neither purports to be, nor is intended to be, advice to invest or to speculate in any specific financial instrument or to use any particular methods of investing or speculating. Readers should not act on the basis of any information on this web site without properly considering its applicability to their financial circumstances. If not qualified to do this for themselves, readers should seek licensed professional advice. The decision to invest or speculate is for the reader alone. I expressly disclaim all and any liability to any person, with respect of anything, and of the consequences of anything done by any reader in reliance upon the whole or any part of the contents of this page.
I am not a licensed investment adviser.
This page has been simplified so that it is solely devoted to its purpose as described above. It previously contained additional information which was superfluous to the purpose of the page. This may have created a legal risk for me. To resolve this legal issue, the additional information that was previously on this page may now be found on the Portfolio Details page under Building Wealth Resources on the paid website. When I framed the format of this new resource, I took into account a request to format the data so that a reader could more readily identify recent changes by sorting the data in several ways. Information that is additional to that previously provided has been included on the paid website, again in response to requests.
Below is a list of stocks that I currently hold
This list is updated as soon as possible after a change occurs in my holdings and I have completed the order on the market.
If a stock has an asterisk (*) against its name this means that I have posted a case study on the paid website.