Diary of a Private Investor

petards

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 […]

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Petards – an overlooked turnaround situation?

There has not been much about Petards (PEG) to love in the past few years and its reputation as an underperforming business going nowhere fast kept the shares on a lowly rating. As a microcap, it then gets overlooked by most investors and even when it does appear on stock screens it can often be […]

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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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New Holdings – AIR, BMS, ITQ, LGT, NPT, PEG

I bought into six new positions yesterday: Air Partner (AIR.L) – This is a Compound Growth holding, although the yield would warrant it being a Focused Income play as well. Braemar Shipping Services (BMS.L) – A Focused Income holding. Interquest (ITQ.L) – A Compound Growth holding, although it does now give me double exposure to […]

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