In my last post I mentioned that I intended to more clearly record my shorthand assessments of the quality of the various shares on my watchlist. Doing this could help to clarify both how I am adding certain shares to the watchlist and how I am deciding which of these shares to add to my portfolio when funds become available.
Monthly Archives: March 2017
TED sold, TSTL bought
I sold my holding in Ted Baker for an 8% loss, following publication of their latest results. Continue reading
Stocktake: improving my process
The blog has been up and running for a couple of months and I’ve had a few thoughts for how I can improve its presentation and along with it my own investing process. The two go hand in hand. Continue reading
HL sold
I have sold my holding in Hargreaves Landsdown realising a 7% loss. My view on its quality has not changed much, though I now have some niggling concerns about its growth prospects. The main reason for selling is actually that I need some cash and Hargreaves looked like the weakest link because of its weak price momentum.
With the proceeds I have added to AB Dynamics taking it to 5.2% of the portfolio and am withdrawing the rest.
BUR trimmed, PPB bought
My holding in Burford is up about 150% on my average purchase price and has grown to more than 10% of my portfolio so I have trimmed it back to 7.2%, releasing some funds. Continue reading
DTY sold, TET bought
I sold my holding in Dignity yesterday morning at £24.12 for a 2% loss following a profit warning in its preliminary results. I am abroad and wasn’t able to sell first thing but sold above the closing price yesterday and just above the price it has rebounded to today. Continue reading