Diary of a Private Investor

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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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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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Quality and Sustainability

Since the beginning of the year I have become hooked on the weekly blog article written by the (anonymous) Naked Fund Manager and published on Research Tree. It really feels like he wants to help private investors understand some of the considerations of professional fund managers so that we can apply them in our own […]

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Shuffling the Pack

One of my lessons from 2016 and therefore, a resolution for 2017 was to trade less often. So here we are less than 3 weeks into the new year and I have already made 19 trades (9 sells and 10 buys). I decided to write this article to try and explain my rationale, as much […]

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