Diary of a Private Investor

primary health properties

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 – […]

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

Portfolio Commentary Part One – Focused Income 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 […]

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

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 […]

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

Pre-Holiday Update – BVXP, SRT, BKG, PHP, GVC

A few updates from my holdings over the past couple of weeks: Bioventix (BVXP.L) In my view, the company issued a positive half-yearly report on 21st March but the shares have subsequently fallen. Turnover up 23%, pre-tax profit up 33%, post tax profit up 31%, dividend up 50% and yet the shares are down. This […]

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

Safer than houses

Primary Health Properties (PHP.L) first came onto my radar several years ago when it was recommended by ex-Daily Mail columnist, Mike Walters. I have held shares briefly on a couple of occasions but in truth, I haven’t had the patience to stick with this boring but reliable, high yielding share. That might well be about […]

, ,