Diary of a Private Investor

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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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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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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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