Portfolio Update (14/09/2019)

AU Portfolio

News

None

Trades

None

Holdings

AKG - 5.05%
ANO - 3.51%
ASH - 4.42%
CGL - 4.75%
CWL - 3.67%
EAS - 3.25%
EZL - 3.36%
FID - 3.65%
GAP - 3.47%
HIT - 3.76%
ICS - 4.31%
JYC - 3.56%
KME - 6.31%
LBL - 6.77%
LYL - 4.15%
RXP - 4.52%
SEQ - 4.46%
SSG - 4.75%
SXE - 4.69%
UCW - 4.93%
UOS - 4.26%
WEB - 3.89%

Cash - 4.50%

UK Portfolio

News

Ecsc Group PLC (ASX:ECSC) posted half year results that were in line with my expectations on Wednesday including a strong outlook statement. The share price is up 23% in early trading.

M Winkworth PLC (ASX:WINK) reported a flat set of figures for the six months to 30 June 2019. The dividend ticked up 0.1p to 3.8p and I continue to believe that we'll see a post Brexit bounce in London property sales.

Trades

None

Holdings

AFM - 4.95%
ARC - 5.42%
AVON - 5.49%
BKS - 5.62%
BGO - 5.01%
CRL - 10.91%
D4T4 - 5.80%
ECSC - 5.33%
EYE - 4.80%
JDG - 5.37%
MGNS - 5.10%
OXB - 3.62%
RFX - 5.10%
SDI - 4.43%
VTC - 4.48%
WINK - 4.44%
WJG - 4.59%
XPP - 5.80%

Cash - 3.75%

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