Hi and welcome to Quality Share Surfer.
This is a UK focussed investing blog in which I chronicle my decisions following a real life portfolio and discuss and improve my investment strategy.
My investing strategy is based the idea that shares with certain attributes, e.g. value, quality and momentum, outperform the market on average. My strategy is focussed primarily on exploiting two such attributes in combination: a) the tendency for high quality, defensive businesses to outperform over time and b) the tendency of shares with momentum to continue to do well. You can find out more about my strategy following the menu above.
Hope you enjoy and please leave comments if you find this interesting or would like to ask questions or discuss related topics.
Quality Share Surfer
There’s been quite a bit of change since my last watchlist review so I think it’s time for an update. Continue reading
I have sold my holding in Compass Group for a 5% profit in order to buy back into Just Eat. I need to be careful not to trade too much… Continue reading
Earlier this week I sold my holdings in Gamma Communications (for an 8% profit) and RWS for break-even. I used the proceeds to buy back into Burford. I’ve been quite busy lately so there’s a bit of a delay before noting trades. Continue reading
Not that long ago I used to get my ideas from various articles and tips and then try my best to do further research to make the ideas ‘my own’. Unfortunately this is a bit like trying to learn how to play darts by watching a monkey play. One of the things I haven’t explained here yet is how I screen for the investment ideas that go on my watchlist. Continue reading
I have sold two of my largest holdings in Micro Focus and Burford Capital realising some quite substantial profits. Micro Focus I sold for a 64% profit and Burford for a 137% profit. Continue reading
I’ve sold my holdings in Churchill China and Paddy Power Betfair in order to make a new investment in NMC Health.
Are you a trader or an investor?
Trick question – the ‘correct’ answer is both (or neither). But underneath this flippancy lies an important distinction – ‘investing’ and ‘trading’ are not mutually exclusive but are different ways of thinking about buying and selling shares.
I’ve always thought of myself as an investor, but recently I’ve started to wonder whether if I want to make real money it would help to think a bit more ruthlessly about winning the game, like a trader. Continue reading