Diary of a Private Investor

impax asset management

Two keepers and the one that got away

Happy Friday everyone! Without wishing to tempt fate while there are still a few hours trading to go before markets close but this week looks set to deliver my largest portfolio gain of the year so far. Sometimes market exuberance can be a wonderful thing so long as one is able to find a chair […]

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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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