Diary of a Private Investor

gvc

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 […]

, , , , , , , , , , , , , ,

GVC – a premium share

The news flow from GVC just get better and better, with management duly delivering on previous guidance and even for this optimist, exceeding my expectations. There have been two announcements this week; the first confirming the shares had achieved premium status as predicted but the second delivered even better news for shareholders: Debt Refinancing – […]

, ,

Portfolio Restructuring

As stated in recent posts, I believe we are entering a period of high uncertainty and volatility, not just in the UK stock market but also the EU, US and currency markets. Frankly, I am not smart enough and neither do I have sufficient time to trade this volatility successfully. Therefore, I have decided to […]

, , , , , , , , , , , , ,

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 – […]

, , , , , , , , ,

Post Brexit: The Flight to Quality, Safety and Hedges

Since my last post, the Brexit vote has come and gone and despite high levels of volatility, financial Armageddon seems to have been avoided – for now at least. As I write, the FTSE 100 is comfortably over 6500 and above pre-Brexit levels. So what was all the fuss about? The headline FTSE 100 figure […]

, , , , ,

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 […]

, , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

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 […]

, , , , , , , ,

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 […]

, , , , , , , , , , , , , , , , , , , , , , , , , ,

Previous Posts