2021 Review – Initial Top Five

Introduction

In this first part of my 2021 review I look at the different measures of stock picking / trading performance through the year, before comparing them and then doing a deep dive into what were my initial top 5 positions at the start of the year as well as a couple I didn’t carry forward from 2020 to 2021.

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7:59 cut – CMCX, ACSO

CMC Markets (CMCX) – Q3 Update

CMC Markets shocked and confused the markets with their H1 2020 figures. In October they said:

Changes made to the internal business model have resulted in the retention of a greater proportion of client income, meaning that the Group expects the CFD business net trading revenue to be approximately £22 million higher than the £63 million reported in H1 2019 at approximately £85 million.

Continue reading “7:59 cut – CMCX, ACSO”