Diary of a Private Investor

air partner

Q2 Rebalancing Update

In my last article I highlighted some rebalancing I had planned for my portfolio, including dividend reinvestment. This brief article provides an update on those changes along with commentary: Bioventix (BVXP) – top sliced. This remains my largest holding but I felt it prudent to top slice in order to lock in some of the […]

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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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New Holdings – AIR, BMS, ITQ, LGT, NPT, PEG

I bought into six new positions yesterday: Air Partner (AIR.L) – This is a Compound Growth holding, although the yield would warrant it being a Focused Income play as well. Braemar Shipping Services (BMS.L) – A Focused Income holding. Interquest (ITQ.L) – A Compound Growth holding, although it does now give me double exposure to […]

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