Diary of a Private Investor

Investment Strategies

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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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 […]

I love a stock with a good story but…

There was a great article on Stockopedia this week by CEO Ed Croft asking, Can you beat the market reading stock market bulletin boards? This triggered an excellent debate with several commentators warning of being wrong footed by “story stocks” that generate frequent, high volume bulletin board discussion. I’m certainly not alone in the past […]

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Portfolio Update – First Quarter to 4 July 2016

Tuesday marks the end of the first quarter of my 2016/17 portfolios (I prefer to work in tax years rather than calendar years) and the results so far make some stark reading: ISA01 – Down 6.42% (excluding dividends) Focused Income – Down 15.44% (excluding dividends) Compound Growth – Down 22.94% (excluding dividends) Special Situations – […]

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Brexit, Averaging Down and Stop Losses

It has felt like a strange year in UK markets so far, not least thanks to the distraction and uncertainty of the upcoming Brexit vote. Jeremy Warner’s article in The Telegraph Business sums up what the vote will come down to; the economy or migration. While many people might want to leave the EU in […]

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Portfolio Commentary Part Three – Special Situations

Over the past week I have published various portfolios; Focused Income, Compound Growth and Special Situations which combined, make up my overall equity portfolio. I have also launched an ISA portfolio to reflect and track how I invested this years’ allowance. The main reasons for dividing my overall holdings into different strategies were outlined in […]

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Portfolio Commentary Part Two – Compound Growth Strategy

Over the past week I have published various portfolios; Focused Income, Compound Growth and Special Situations which combined, make up my overall equity portfolio. I have also launched an ISA portfolio to reflect and track how I invested this years’ allowance. The main reasons for dividing my overall holdings into different strategies were outlined in […]

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Portfolio Commentary Part One – Focused Income Strategy

Over the past week I have published various portfolios; Focused Income, Compound Growth and Special Situations which combined, make up my overall equity portfolio. I have also launched an ISA portfolio to reflect and track how I invested this years’ allowance. The main reasons for dividing my overall holdings into different strategies were outlined in […]

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