But so far this month the investments are going “well”. SAGA has recovered, many dividends paid, Mr Market making a recovery. We could have a massive recovery from last months losses, and an additional profit if I am at all correct.

So far interims are ISA +2% and SIPP +3%. This is a right now figure, but it’s encouraging given there are 2 dividends due today!

However in trades made this week I made my second SALE of 2019 – sold SSE for a small profit in SIPP – as you’ve probably seen I rarely sell my assets, preferring to build over time! (The sale works out at 15% profit over a 1 year term due to buying dips). The reasoning is the dividend cover is really poor in this share, and that has changed my valuation to below that at which it trades now. (I could be wrong, but I personally value a asset stripping selling company lower). With that and the election risks here, it wasn’t for me, and it has gone. I have kept it in the targets profile to re-add if it drops below my valuation (to then reevaluate valuation and buy if suited).