Quite a lot of profit disappointments and negative trading statements, and I spent the first few weeks underperforming the FTSEAllShare. And yet, I've had a good quarter: at 30 March my portfolio had made 7.0% capital gain compared to the FTSEAllShare's 1.96% and the FTSESmallCo's 2.76%. That's over £32,000 (nearly $60,000) ....* Quite a chunk of the gains are due to strong gains in Character Toys and Coffee Republic ... plus a takeover for E.Wood, one of my top-ten holdings, effectively brought me nearly an extra £5,000 before breakfast one March morning.
* There's none for that greedy bloated socialist Gordon Brown (and I've gifted quite a lot of it to relatives and some friends) ... and, given our stupid inheritance/death tax rate of 40%, I've got nearly half a £million to spend at 40% off!
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