… Read the rest...In Summary my overall portfolio is up by 24% for 2020 🙂
2020 is finally over and my YTD is +24% which I am very chuffed with since I was down 40% at one point in march! At one point I would even have been happy with breakeven!
Its October already!! An insight into another Private Investors’ portfolio…
So much for giving an update in August! Hope you all had a nice summer and remain safe and well?
It has been busy, busy for me and there always seems to be something better to do than to update things here!… Read the rest...
Next update is at the end of August…
Hi everyone,
I hope you don’t mind me being lazy with my updates for the summer! I haven’t traded much so far in June and July but will give you all a full update at the end of August. I will still be investing and monitoring my holdings but no updates will let me enjoy the summer sun if it ever appears!… Read the rest...
Investor John’s May
Welcome again…This is my Diary entry for May – its been a quiet month for me in terms of investing as the prices ZOOM upwards again and the amount of bargains disappear! I am still very busy with work and a bit of home schooling work so haven’t spent as much time as some other months looking at investments… Sometimes being busy is a useful distraction to keep me from over trading etc!… Read the rest...
Investor John’s April
Welcome again…This is my Diary entry for April- we’ve all seen a bit of a recovery in the markets but still a long way off previous levels!
I’m writing this on the 8th of May 2020 – Each month I am getting later!… Read the rest...
Investor John’s March
Welcome again…This is my Diary entry for March – Well what a month that was and possibly more of the same to come?
I’m writing this on the 3rd of April 2020
None of this is advice or recommendations.
Month Summary
- Number of Holdings 34 at month end.
Investor John’s February
Welcome again…This is my Diary entry for February – It has been an eventful month on the Market and maybe one I would rather forget! or indeed one I wish I could have skipped!
I’m writing this on the 2nd of March 2020 so slightly behind schedule.… Read the rest...
Investor John’s January
Hello again… This is just a few of my musings at the end of the month… as much for my benefit as yours. I can look back and see what I have been doing and it forces me to spot things that I might prefer to forget!… Read the rest...
The year that was 2019…
In Summary my overall portfolio is up by 21% for 2019 🙂
Number of Trades
Buy Trades 44 – (24 Different companies bought the rest of the trades were topping up existing holdings)
Sell Trades 30 (25 Different companies sold)
I have been adding capital to my portfolio throughout the year so this means I am buying into some new stocks and adding to existing holdings that are doing well and averaging up.… Read the rest...
Checking out of Checkit CKT
Another holding bites the dust as the tender offer for Checkit completed with funds for the accepted portion of my tendered shares dropped into my account on the 5th of December (65p per share).
The remaining shares were credited back into my account at around 16:20 pm.… Read the rest...