Portfolio review

To get things started I’m going to review my current portfolio. I have 23 holdings currently so this might take a bit of time!

In this post I’ll start by going through my 3 biggest holdings and give a brief explanation of why I hold each one, first discussing ‘quality’ i.e. why I think it is a great business and second ‘pricing’ i.e. whether now is a good time to buy it given the current price.

Once I’ve gone through the individual shares I’ll review the portfolio and the performance of my strategy as a whole to try and identify weaknesses, risks and possible improvements. Continue reading



Welcome to Quality Share Surfer.

This is a UK focused investing blog, where I regularly set out my thoughts on investing strategy, economics and behavioural finance and chronicle the decisions I make for my own portfolio. My goal is to bring clarity to complex ideas and provide original insight you won’t find elsewhere.

My investing style is ‘behavioural’ in that it aims to take advantage of systematic errors made by other investors. Part of the idea is that these errors lead shares with certain attributes, e.g. value, quality and momentum, to tend to outperform the market. My strategy is focused primarily on exploiting two such attributes in combination: a) the tendency for high quality 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.

Here are examples of some of my most popular posts.

I hope you find the blog useful. Please leave comments if you find this interesting or would like to ask questions or discuss related topics.

Quality Share Surfer