Welcome to my January portfolio update.
Accident-prone insurer Direct Line Insurance Group (LON: DLG) fell by 20% in January. I'll comment on the latest news from this troubled business shortly. I'll also take a look at a portfolio stock that gained 20% last month.
However, my main focus in these updates is on portfolio companies that have published half-year or full-year accounts during the month. There was only one of these last month – a FTSE 250 share – so I'll start with that.
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The model portfolio contains the same shares I hold in my own portfolio.
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