Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
I have been really quite pleased with my pension fund performance over the last eighteen months or so. Thanks primarily to a couple of rather good tobacco sector performers, despite me never being a smoker, last year I made some money. And this year has been absolutely fine too. Don’t worry, I am not sad enough to try to become an institutional fund manager again and it is also not as if I have not had any investment disappointments. Believe me, anyone who claims they are more than an eight out of ten investor is a liar in my opinion (and if you are regularly more than seven out of ten, then I assume you are appearing on the front page of some business newspaper or equivalent). As for this year, one of the reasons why I am not a regular seven out of ten (or more) investor is associated with Johnson Matthey (JMAT).
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