Blog posts

Portfolio Review 2023 – Mark Bentley

This article reflects the opinions of its author and not necessarily those of ShareSoc. Introduction This is now my fourth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2022 review can be found here. 2023 was again a difficult and disappointing rollercoaster year. For the second consecutive year my results underperformed my FTSE All-share total return benchmark. See "Results Breakdown" below for the gory details. At least this year my aggregate ...

AGM Reports

Cranswick AGM Report 2022

Introduction On 1st August I set out early for a long drive to Hull to attend Cranswick’s AGM. Though I had met Cranswick’s management some years previously at an investor event London, this was the first of their AGMs that I had attended. Given its out of the way location, at a hotel in the Hull suburbs (but close to Cranswick’s HQ), I thought it would be rather a small affair. I was, however, pleasantly surprised: Cranswick had booked a substantial reception ...