Podcast Archive

Marcus Strategy Thursday 21st January 2021


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More positives than negatives this morning - we list them both in the strategy podcast today. We have made a few changes to our Growth Portfolio today, running the cash down to 5% from 16%, we have been underperforming a rising market thanks to cashing up a bit in December,  that's enough of that. All the changes highlighted in the strategy section today. A few other stock stories today, good numbers from Z1P, APT still rising, TCL bottoming, Gold stocks bottoming, a few buy and sell signals and a couple of Directors buying a couple of stocks. 

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