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Portfolio rose nearly £600, from £10,000 to £10,600; Barrick Gold is his largest holding at £4,700. He holds inverse S&P 500 positions, down 7.56% and 4%, expecting an Apple-led US-market crash. China, emerging-market, healthcare, and JPMorgan EMEA holdings provide recovery bets; JPMorgan is up 60% with a 34% yield.

Contrarian, defensive investing dominates his outlook, pairing recent gains with confident predictions of market collapse.