Hi Again @Eadwig, Sorry but I have limited time now, off out in a minute. To answer some of your points I would say:
- As far as I am concerned the rules of the “game” are all set by someone else. I just try to observe and play as best I can.
- I have long since dumped all holdings that I thought were directly affected by brexit or a possible Labour government. In consequence while I made some money yesterday I didn’t make the stellar returns that some will have achieved.
- Your ONS chart doesn’t look too bad. Anything less than 3% I am not too unhappy with, but obviously the lower the better. Only about 50% of our income is triple lock or otherwise inflation protected, that’s in part why the investment income is important.
- Yes we have noticed the packaging size / price issue that you mentioned (I go shopping too these days).
Lindsell Train GE (and FundSmith & Rathbone Gbl Opps) all down 1.5-2% yesterday (currency ?) . But US up big yesterday so hopefully they will come back next week so I can exit and put the money into a dividend earner.
Last post for me today…