Diary of a Private Investor

Making Hay While The Sun Shines – Q1 2017 Portfolio Review

The Headlines – Overall, my portfolio is up by 11.51% since the start of 2017 (including reinvested dividends) – I currently have 32 holdings of which 22 are profitable positions and 10 are running at a loss, year-to-date (excluding dividends) – A total of 116 trades during the quarter. However, this is a little misleading […]

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Bull Market or Bubble?

Since the start of the year I have been pondering this question, are we in a sustainable bull market phase or are we seeing a market bubble that is about to burst? Several investors I follow on Twitter have been talking of moving funds into cash or shorting US shares and indices. Paul Scott, via […]

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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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Locked and Loaded

From an investment perspective, I am glad that 2016 is now done and dusted. My overall performance of +29.46% masks a very uncomfortable year in which I learnt many important lessons. In short, I got out of jail with a couple of big winners but I need to add more certainty and predictability. 2017 is […]

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 Income Shares in 2017

Continuing this seasonal “Six of the Best” series, today I’ll be looking at high yielding income shares. For investors seeking primarily income, six shares is not enough of course because diversification is the key to running a true income portfolio. Indeed, I have over twenty shares in my own diversified income portfolio. However, I do […]

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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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