DETAILED ANALYSIS OF THE PERFORMANCE OF ALL SHARE RECOMMENDATIONS DURING 2023
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22nd December 2023
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UK Shares:-
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3i Group +91%, International Hotels Group +47.7%, SSE +9.75%, Anglo American -37.75%, Burberry -40.8%.
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Sale of Anglo American and Burberry recommended in the FTSE 100 Shares Review article dated 22nd December 2023.
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Relx and Sage Group shares were recommended as purchases, to replace the above stocks in the above review.
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Irish Shares:-
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Aryzta +34%, Glanbia +28.3%, AIB +20.5%, Bank of Ireland +0.5%, PermanentTSB -6%, Greencoat - 11.4% (sold in Sept '23).
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Recommendation update: Sell Bank of Ireland and PermanentTSB, as they are underperforming the ISEQ.
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EuroStoxx 50 Shares:-
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Deutsche Borse +11%, Essilor Luxottica +6.3%, Vinci +5.6%, Deutsche Telekom -2%.
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Recommendatrion update: No changes.
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US Shares:-
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Microsoft +53%, Berkshire Hathaway 'B' +18.8%, WalMart +9.75%, Morgan Stanley +6.4%%, Apple +4.6%, Colgate Palmolive +1%, Texas Instruments -0.75%, Merck -1.5%, Proctor & Gamble -3.4%, Lockheed Martin -7%, Union Pacific -2.6% (Sold in June '23), Northrop Gruman -13.5% (Sold in June '23).
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Recommendation update: No changes.