Using a company setup takes you away from using a more simple cash basis and having to account for unrealised gains/losses on shares and FX.

Good in that it can avoid tainting on longer term investments, or those you wish to hold in a different name.

Interesting how different people think with there trading strategies, i'm not too far from you JBMURC, over the years we seem to end up in the same companies.

One old rule i had was holding 5 companies max, research the fundamentals, look for undervalued assets, negative EV, mgmt with skin in the game, well funded, no debt etc

Now i see various non resource companies and buy in if the fundamentals stack up, and end up selling soon as anything changes, or buying more on weakness.

Disc; holding 6 stocks at mo and a small holding in TRT via in specie distribution from TNG.