So another update: all goes forth well. As eluded to in prior posts, I have been proceeding cautiously but it seems that the market does not. Currently, I am thankful that I concentrated my folio a little as the “concentrates” have just reported very well. TRI.L, SDY.L, and VOD.L have all reported today all all above expectations. The new investment trust (IIT.L) is doing what is should have and remains at the top of the performance board along with my MNKS.L investment trust.

Shortly, I will have more funds to invest (capital input combined with dividends). The capital may be split between Whitbread group and/or an Asian/Pacific income delivering fund - I just need to do some homework to ensure that my current investment trusts do not have an overlap.

Folio is up 6% since my August tweak.

Really enjoying the energy of the UK market, plenty of news to read BUT I remain cautious and have increased my cash holding for our emergency plans.