SIF folio review for October (TAM, RWA, UPGS, SQZ, FIF, HEAD)
It’s been another steady month for the rules-based SIF folio. I’ve added two new stocks and will shortly be selling two older holdings from this model portfolio.
In this month’s review I’m going to introduce a new section, based on reader feedback. In addition to looking at the stocks which I might sell, I’ll also list new shares added to the portfolio during the month.
In this way, these monthly articles should make it easier to track all activity in SIF and the progress of the portfolio.SIF buys in October
After something of a dry spell, I added two new stocks to SIF during October.
Headlam (LON:HEAD): I’ve admired this floor covering distributor for a while. I was pleased to have the opportunity to add it to SIF. You can read my purchase review here.
Finsbury Food (LON:FIF): Cake and bread producer Finsbury Food was a slightly more contentious choice, judging from subscriber comments. You can see my purchase review and read the comments here.Portfolio stocks under review
My policy is to hold shares for a minimum of nine months. I then review them to see if they still satisfy...