This week I have analysed strong trading figures from the AB Dynamics and Boohoo and also looked more closely at trading at Associated British Foods, where Primark continues to mask uncertainty elsewhere in the business and Taylor Wimpey. Meanwhile, Microsoft has emerged from a period of uncertainty to become only the third company to hit a valuation of $1trn.
The portfolio continues to perform well, adding 8.5 per cent in the past month to leave it a healthy 17 per cent higher year to date, building on and surpassing the strong start to the year enjoyed by the wider equity markets and clinging to the coat tails of star performers such as Fundsmith Equity and Finsbury Growth & Income trust.
