Diary of a Private Investor

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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 – […]

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Update and Review – IOF, CLIG, SRT, PHP, PEG, NXR

There has been quite a lot of activity this week among my portfolio holdings. Iofina (IOF.L) The story of the week in my portfolio is Iofina (IOF) where a regular quarterly update reiterating the same numbers as three months before has led to a near trebling of the share price from a week ago – […]

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Portfolio Commentary Part Two – Compound Growth Strategy

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 […]

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