It was an exciting week full of trading updates and results for most of the shares in my portfolio. I’m pleased to say it turned out very well and the portfolio has rocketed back up to new highs. I made quite a few trades, selling out of three holdings, reintroducing two I sold recently and adding to a number of holdings on positive trading updates. Continue reading
I bought two new holdings this week, as many of the shares in my portfolio and watchlist have been rebounding following the June dip. I rebought Tristel, not long after I sold it and just in advance of it’s trading update, and Focusrite, whose price was breaking out to new highs. Continue reading
This week I bought an initial holding in Accesso Technology Group, following the announcement of its acquisition of TE2. Continue reading
This week I made some further sales to my portfolio as two more stocks crashed through my stop losses: Boohoo and Treatt. I also bought a small initial position in Keywords Studios, a share I’ve been interested in buying for a while. Continue reading
The inspiration for this post is a book I read recently called ‘Superforecasting: the art and science of prediction’ by Philip Tetlock and Dan Gardner. It’s a good read with quite a few interesting insights. The possible applications of these insights to investing really struck a chord with me. Continue reading
The markets have not been kind over the last couple of weeks, particularly to holders of higher rated growth businesses. After such a strong run over the previous year the change is certainly noticeable. My portfolio is about 4% off its high but of more concern is that most of the share prices of my watchlist companies are rolling over too. I’ve decided to take some evasive action. Continue reading
Quality Share Surfer 