Daily Archives: March 27, 2019


March Stock Market Purchase – XPP ABF

Ahhh Brexit. The dreaded B word. It appears like things are finally starting to progress. To where exactly? Nobody knows. As an investor, your portfolio needs to be positioned to insulate yourself from political and economic uncertainty. By this I mean investing in high quality companies that are swimming in free cash flow and are are well diversified by sector and geography. Yes, the majority of the companies I own are listed on the London Stock Exchange, but by scrutinising their accounts you will see that they produce the vast majority of their revenues outside these shores. On the aggregate, the UK does not account for much of the profits […]