Diary of a Private Investor

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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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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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Six of the Best Growth Shares in 2017

Continuing this seasonal “Six of the Best” series, today I’ll be sharing my favourite growth shares for the year ahead. Every growth share is only a profit warning away from becoming an investment dog of course and no more so is this the case than with smallcaps. At the same time, smallcaps also provide an […]

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From over 40% cash to fully invested – at last!

Regular readers will recall that I have been 40% + in cash since shortly before the Brexit vote and subsequently stated that I would remain so until after the US election – this is very unusual for me because I am usually fully invested most of the time. As chance would have it, I was […]

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Three strikes in my portfolio and a great offer from Research Tree

Those 7am RNS announcements can be nerve racking until you have seen whether one of your holdings is announcing good or bad news. This morning I thought I had hit the jackpot when three of my holdings announced excellent news: Bioventix (BVXP) announced final results today for the year ended 30th June 2016 – highlights: […]

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What price quality?

I find myself in a dilemma and to some extent it is something I generally try to avoid – market timing. However, I have a significant lump of cash sitting on the sidelines and I would like to use this to double-up on some of my high conviction holdings, among them my “six of the […]

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Portfolio Restructuring

As stated in recent posts, I believe we are entering a period of high uncertainty and volatility, not just in the UK stock market but also the EU, US and currency markets. Frankly, I am not smart enough and neither do I have sufficient time to trade this volatility successfully. Therefore, I have decided to […]

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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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