Just back from month away and pleased to see #BRWM allocation going ok so far whilst we've been YOLOing. Few PE holdings like #OCI, #IPO, #ICGT done well too. I'm liking the much more boring look to our PFs

🔥 #TWINPETESINVESTING #Podcast 147: Banking 200% #winning profits, #HSBA #TBCG #Fintech $IDXX $AZPN $EMR #Renewi #Assura #REIT $KKR #ICGT #YCA #Uranium #trading #ETFS #Dividends #Yields Cash ISA www.conkers3.com/twin-petes-i...

open.spotify.com/episode/6C88...

www.youtube.com/watch?v=o9yV...