Diary of a Private Investor

iqe

We are halfway there…

…let’s hope we’re not living on a prayer! Despite a poor June, I am pleased to report a first half portfolio gain of 24.54% versus a FTSE All Share (my benchmark index) gain of 3.33% which makes for a nice graph: From what I can make out, it seems that many other private investors have […]

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When opportunity knocks

Back on 5th May I commented on two of my special situation holdings; Hurricane Energy (HUR) and IQE (IQE). I doubt I could have picked two holdings with more diverse fortunes in the weeks that have followed. Hurricane Energy (HUR) Previously I wrote, “Shareholders continue to wait for the promised Competent Persons Report (CPR) and/or […]

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Risk, Style and Special Situations

Regular readers will be aware that over the past couple of years, the focus of this site has moved away from individual stock commentary, towards a greater emphasis on portfolio management. In short, I am trying to build and manage a resilient portfolio that provides adequate risk management while delivering an annual absolute return in […]

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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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