Nothing here should be taken as a recommendation.
​Please consult with your own investment adviser and do your own research.

BathHIC members have an eclectic view on what we could invest in; there is no common theme. They are just shares in which individual club members have confidence. The portfolio has outperformed the Dow Jones Index and is running on a par with The FTSE 100 and Allshare and S&P 500 since inception at the beginning of 2025.

Whilst we are not exclusively orientated to the American stock market, we accept it currently has some interesting and dynamic companies especially in the technological field.

At the time of writing 74% of our ‘holdings’ are in company shares, 15% in ETF’s, and the balance in Investment Trusts & Unit Trusts. 24% are in Banks, Investment Banking, Brokerage, Finance and Credit Services; and 15% are in Technology, Software, and Computer Hardware and Services. 26% of our ‘holdings’ are in North America, 22% in the UK, and 8% in Asia.
 
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