reviews
Home 1999 h1 for 2000 h2 for 2000 mid term

 

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To maintain Chuffy and its portfolios I carry out regular reviews. The idea is to analyze the investment method and the holdings of each portfolio. I try to approach each review from a third party prospective which will hopefully identify any short comings in Chuffy.

Reviews are carried out every six months, with the exception of the 1999 review which covered the whole year.

Each review looks at the following areas:-

The overall performance of Chuffy.
My performance as a fund manager.
The returns from each portfolio.
The direction of each portfolio.
The performance of each holding and its future within the portfolio.
The action taken following a recommendation from a previous review.