My fantasy Sipp portfolio has faced currency headwinds in 2019 but is still doing comparatively well over 12 months. For a fantasy Sipp portfolio the time horizon is much longer of course, but the holding in Croda is under review, for reasons explained in the report.
Also this week:
- Why I think the Ocado deal is bad for M&S shareholders
- My view on Persimmon and Help to Buy
- Berkshire Hathaway's recent performance assessed
- Nichols: a quality business on a full but not excessive valuation
- ITV still not attractive
