The Portfolio
Documenting my current holdings along with a link to the buy rational.
Oil Gas Portfolio
At the time of writing, my thinking is to go more into cash and wait for more opportunities.
| Company Name | Symbol | Weighting | Avg Price | Target | Buy Rational |
| Soco Intl | SIA | 49% | 433p | pending sale | |
| Kahlahari Minerals | KAH | 18% | 162p | Huge Potential | |
| Serica | SQZ | 2% | 40.5p | Below NAV |