Diary of a Private Investor

zytronic

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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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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Brexit, Averaging Down and Stop Losses

It has felt like a strange year in UK markets so far, not least thanks to the distraction and uncertainty of the upcoming Brexit vote. Jeremy Warner’s article in The Telegraph Business sums up what the vote will come down to; the economy or migration. While many people might want to leave the EU in […]

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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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