So let us start with the big technology ideas. Roku has been the star performer, moving up from 44.58 to 65.31. This was driven by the latest quarterly numbers and outlook. Nvidia has not done much and lost a bit at 154.52. My new purchase a few days ago was Microsoft which now stands me in at a small profit at 111.57.
Tobaccos are still in the doldrums but showing signs that they have bottomed, so the next move should be up. I used a bit of cash building up from dividends in my ISA to add 100 BAT at a low price.
The 5G stocks have moved down – Verizon is at 56.47 down from 60.21 and Ceragon is down from 4.24 to 3.80. 5G should still be a good theme, and Verizon looks a buy on weakness. The big screen phones are designed for streaming or downloading across 5G networks – quickly download and watch on the train. That brings me to my small company buy, a U.K. company called Bango, which will benefit from the monetisation of 5G – see the short videos on their investor relations site – and seems a timely buy right now at 94p
Moving on to the funds side, I sold out of Neil Woodford’s U.K. equity income funds and his Patient Capital investment trust. Too much risk from Brexit to smaller U.K. companies. Also added a holding in Smithson Investment Trust, as I like Terry Smith’s investment philosophy but his open-ended growth fund is too big and in this case the close-ended looks better to me