Apologies to my readers that I haven't written anything after my 2018 performance article. I started a regulated role in February 2019 and decided to cease writing about my investing, to avoid potential complications with my current employer. I also was a bit inactive last year, since I was studying for the CFA Level 3 …
Considering the FTSE 100 slid about -11.50% and the FTSE 250 went down almost -15%, I'm not too unhappy with my performance for 2018. My quarterly returns were: Q1: -1.09% Q2: 7.43% Q3: -5.27% Q4: -1.89% If I just took an average of these to calculate my yearly return, the result would be -0.82%. Unfortunately, …
I started this quarter with £7,232.96 in my ISA, of which £7,050 were contributions and £182.96 were profit. I put in £3,200 more, bringing my total contributions to £10,250, and ended the quarter with £10,266.24, a profit of £16.24 from my investments (down £166.72 since the previous quarter). Inputting all the above details into excel …
I started this quarter with £4,512.28 in my ISA, of which £4,050 were contributions and £462.28 were profit. I put in £3,000 more, bringing my total contributions to £7,050, and ended the quarter with £7,232.96, a profit of £182.96 from my investments (down £279.32 since the previous quarter). Inputting all the above details into excel …
I passed the June 2018 CFA Level 2 Exam! And that is no guarantee when it comes to investment performance, but the knowledge acquired will (I hope) prove to be useful when analysing companies to invest in. Due to my (perhaps misguided) increase in confidence, I decided it was time to invest more of my …
I started this quarter with £3,705.42 in my ISA, of which £3,550 were contributions and £155.42 were profit. I put in £500 more, bringing my total contributions to £4,050, and ended the quarter with £4,512.28, a £462.28 profit from my investments (up £306.86 since the previous quarter). Inputting all the above details into excel and using …
I bought 15 shares of Shire PLC for about £40 each on April 25 following news that the company had accepted, on a preliminary basis, an acquisition offer from Takeda for £49 per share ($30.33 in cash and 0.839 new Takeda shares for each Shire share). I actually didn't think I would be able to …
On Friday, January 19, DTY crashed almost 50% to 962p per share, having closed at 1,916p the previous day. This was due to a trading update where the company said they would be cutting their simple funeral service price by 25% and freezing the price of their traditional funeral service to protect their market share, due …
I started this quarter with £2,687.30 in my ISA, of which £187.30 was profit over contributions totalling £2,500, and with about 25% of my funds still in cash. I put in £1,050 more, bringing my total contributions to £3,550, and ended the quarter with £3,705.42, a £155.42 profit from my investments (down £31.88 from the …
This short clip from the movie "Other People's Money" is one of the best illustrations of what value investing is all about that I have ever seen: https://m.youtube.com/watch?v=gtvTY3hYYQ4 This is basically all I'm trying to do: find and invest in companies that are selling for a lot less than what I think they are worth. …
