Diary of a Private Investor

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Quality and Sustainability

Since the beginning of the year I have become hooked on the weekly blog article written by the (anonymous) Naked Fund Manager and published on Research Tree. It really feels like he wants to help private investors understand some of the considerations of professional fund managers so that we can apply them in our own […]

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Shuffling the Pack

One of my lessons from 2016 and therefore, a resolution for 2017 was to trade less often. So here we are less than 3 weeks into the new year and I have already made 19 trades (9 sells and 10 buys). I decided to write this article to try and explain my rationale, as much […]

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Six of the Best Takeover Targets in 2017

I am concluding this seasonal “Six of the Best” series with a little fun. Which UK listed companies might be acquired during 2017? I would never invest in a company solely because it might be a takeover target and ordinarily, I don’t pay too much attention to this aspect. However, post Brexit, with the pound […]

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Six of the Best Growth Shares in 2017

Continuing this seasonal “Six of the Best” series, today I’ll be sharing my favourite growth shares for the year ahead. Every growth share is only a profit warning away from becoming an investment dog of course and no more so is this the case than with smallcaps. At the same time, smallcaps also provide an […]

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From over 40% cash to fully invested – at last!

Regular readers will recall that I have been 40% + in cash since shortly before the Brexit vote and subsequently stated that I would remain so until after the US election – this is very unusual for me because I am usually fully invested most of the time. As chance would have it, I was […]

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Three strikes in my portfolio and a great offer from Research Tree

Those 7am RNS announcements can be nerve racking until you have seen whether one of your holdings is announcing good or bad news. This morning I thought I had hit the jackpot when three of my holdings announced excellent news: Bioventix (BVXP) announced final results today for the year ended 30th June 2016 – highlights: […]

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What price quality?

I find myself in a dilemma and to some extent it is something I generally try to avoid – market timing. However, I have a significant lump of cash sitting on the sidelines and I would like to use this to double-up on some of my high conviction holdings, among them my “six of the […]

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Performance Update – Post Brexit Bounce and a Wet September

Readers will recall that at the beginning of July I restructured my portfolio following the Brexit vote and moved towards quality, safety and hedges while also retaining positions in a handful of special situations. One quarter on and how has this strategy paid off so far? Portfolio Performance Across the portfolio there was a generally […]

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