Diary of a Private Investor

ig group

Winter is Coming

I am fortunate to have spent much of September holidaying in the Caribbean (remember that frivolous spending fund?) where my holiday reading was Game of Thrones. Virtually every chapter includes speculation from one of the characters that “Winter is Coming”. Well, I’ve just finished the second book and this dreaded winter has still not arrived. […]

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

Let the madness begin!

The kids go back to school, the grown-ups go back to work and first half results season all begin in earnest next week. On an individual stock level I am happy with the positioning of my largest holdings and on a portfolio level I am broadly happy with the balance and diversification (there is clear […]

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

Rebalancing Update Q3 2017

In my posts of 23 June and 1 July, I outlined the rationale for taking an overweight position in IQE and how I planned to mitigate that risk by flattening and broadening the remainder of the portfolio; adding more income and more conservatism, as measured by both volatility and market capitalisation. The main phase of […]

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

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 […]

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

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 […]

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