Diary of a Private Investor

emr

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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Update and Review – Week ending 4th March – WTM, NWF, EMR

There have been three meaningful updates among my holdings this week: Waterman (WTM.L) – Interim Results NWF Group (NWF.L) – Acquisition Empresaria (EMR.L) – Final Results Waterman We already knew from a trading update on 3rd February  that the interim results would be in line with market expectations. In the event, I would say that […]

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The Big Deal Experiment

The Big Deal Fantasy Portfolio game starts this Monday and I am looking forward to the competition but perhaps not in the traditional sense. There are several layers of competition in this game; individual (you versus all the other players), private league (we have a SK private league), company v company (our private league versus […]

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