Q1 Portfolio/Performance update (+11%) Coronavirus and thoughts on where to go from here

Lots going on in the portfolio so I thought I would give a quick update.

At the end of Q1 I was +4% ytd, now (14/4/2020) I am c+11%.  This should be compared to the index which is -c22% now, at the low I was down c5% for the year. I feel a little bad posting this as lots of this is from non-usual (for me) trades… Many of these, I put on Twitter, unfortunately, I can’t post everything as it may move prices against me, particularly where I only sell half.  I know many of you are not twitter followers.  If you would like an e-mail when I tweet there is a service for that here.

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Fondul Proprietatea – Romania’s finest

*** EDIT 2/8/2014 – DF Markets now do not offer Romanian stocks – you do not want to open a position with them now. ***
Got a few in during 2012 and made a bit on them….

Going to add a little more to my investment in this.  It is down a tad (somewhat unfairly) as far as I can tell this is due to problems in the Ukraine.