Hi At the start of each month I either buy or sell one holding from the UKVI portfolio. This month was a 'sell' month and you can see the results in the article below. Investment case study: UK Mail Group generates an annualised return of 33.7% This investment case study will dig into many of the specific steps I take to buy, hold and sell great businesses for income and growth. I f you’ve been following my writings for any length of time you probably already know that I invest in ‘world-class’ businesses for income and growth using a relatively defensive value investing strategy... . Read this article now >> UKVI portfolio review Q3 2012 The portfolio has been running now for 19 months so it’s beginning to build up a track record long enough to pay attention to. The portfo lio is focused on producing a yield which is higher than the FTSE 100’s and growth at a faster rate.... Read this article now >> As always I'm always happy to answer questions or comments you may have. You can reply to this email or get in touch online, or of course you can add a comment at the bottom of any article you read on the web site. Yours sincerely  John Kingham
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P.S. This email and the related research are not investment advice or a solicitation to invest, or not to invest. Please seek professional financial advice if you think you need it. | 
