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  • Writer's picturechristine


Will someone please tell the Stock Market Spring is in the air

our portfolio is looking decidedly RED today!

Looking at our current portfolio the shares that let us down are our AIM shares: namely Agronomics, Ceres Power, ITM Power Surface Transforms, Sylvania Platinium and Simec Atlantis Energy. (I think we must have had a rush of blood to the head!)

We had great intentions and invested in these for the future

they have yet to prove their worth!

But we're an optimistic bunch of ladies, still hoping we will be proved right

However the good solid companies are doing well. BAE, BHP, Diageo, Legal and General, Segro to name just a few.

BAE Systems: British Aerospace company.

I moved to live on the Isle of Wight in January 2022. BAE have a large base here on the Island and is one of the Island's largest employers.

The share price in January 2022 was 598 - today it is sitting at 1296.

Sadly this is a reflection of the world today, as the company is one of the largest manufacturers of aircraft, missiles, avionics and other aerospace defence products.

The company was formed in 1999 from the merger of British Aerospace PLC (BAe) with Marconi Electronic Systems, formerly part of General Electric Company PLC.

The China Dolls average purchase price on this share is 897, so we are showing a 44% profit on our investment. We holding on to this solid share.

TRAINLINE: You would think that with the troubled rail system and strikes on our railway network the share price of this company would be floundering. However, over the past year it has risen 48% which is remarkable given the circumstances!

At its peak in February 2020 the share price was 545 - it fell back to 201 in March 2022 and is now sitting at 379. The Times newspaper recently reported that Trainline has expanded into Europe and is their largest ticket agency.

We are showing a loss on this share of -26% as we have held it for many years, but we are holding on for the moment.

WARPAINT: One of our new shares, purchased in September 2023 - initially we bought in at 300 however we have added to our holding, bringing the average price paid to 348. The current price is 410 so we are showing a profit of 17% over this short time. They supply high quality cosmetics which sell under the brand names W7 and Technic - mainly through supermarket chains. The share has risen by 38% over the past 6 months, so is clearly on the "UP".....It's a definite hold.


Established in 1836, Legal & General is one of the UK's leading financial services groups and a major global investor, with over £1.2 trillion in total assets under management, of which 39% is international. It is a leading international player in Pension Risk Transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Another relatively new share to our portfolio - We purchased at 226 and the current price is 245 - so another small 8% paper profit in this solid company and another hold.

BELVOIR - now THE PROPERTY FRANCHISE GROUP: (often abbreviated to TPFG )

Belvoir merged with the Property Franchise Group in March 2024.

The Property Franchise Group is now one of the UK's largest multi-brand lettings and estate agency groups. With a growing financial services business and a robust platform from which to grow, both in scale and diversification.

The combined revenue of the two companies in the 2022 financial year was just above £60 million, of which about 41% was recurring, with underlying profit (EBITDA) of around £22.5 million.

The China Dolls are showing a small 2% profit on this share.

We consider this a positive move on behalf of Belvoir and are holding our shares in the Property Franchise Group.


We do not have much in our coffers at the moment. So held off investing further this month.

We are still watching Greggs with the aim of reinvesting into this company. However, we are always looking out for the next "Fevertree"!

See you next month.


The China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.

The China Dolls is not in the business of offering any form of advice on investing or other financial matters.

The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.

Any use you may make said content is entirely your responsibility and The China Dolls will not be held liable for any losses you may incur as a result of using this blog to help you trade.


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