Tuesday, 23 May 2017

Cashing In (Portfolio Sale)


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After a couple of months of doing nothing, the DIY Income Investor portfolio is getting a little more active. With the new Financial Year, I have several bits of admin to do, including topping up ISAs and SIPPs.

Bottom line: moving money around between different accounts - and also cashing in some winning investments.

Thursday, 11 May 2017

My Favorite Dividend Share (Portfolio Buy)

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Over the years I've held many different securities in the DIY Income Investor portfolio. Most holding come and go, falling out - that is the nature of the portfolio: buy low (with a high yield) and sell high (with a low yield).

But some (a very few, it has to be said) shares seem to be perennially yo-yoing up and down - as well as having an attractive yield.

Tuesday, 9 May 2017

Worth The Hunt? (Portfolio Sale)


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After a couple of months of inactivity for the DIY Income Investor portfolio there has been some movement. 2017 has proven to be a very slow year so far, in terms of performance, and I am mainly just sitting tight waiting for the tide to change.

But one of my 'sell' rules has just clicked into action, so I have cleared out a non-performer.

Thursday, 4 May 2017

Buying A Fund Manager (Portfolio Buy)

Fund manager pay 620
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Regular readers will be aware that the DIY Income Investor promotes do-it-yourself investing rather than paying expensive fund managers to do an often less-than-stellar job of deciding where your money should be held. For that reason I don't hold any traditional managed 'funds', although I quite like Exchange Traded Funds (which provide low-cost access to world markets).

Having said that, I don't have anything against buying shares in a Fund Manager, if they offer a good yield and seem to be doing a good job.

Friday, 28 April 2017

Scraping A Living

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If you are a DIY Income Investor - or any kind of DIY investor for that matter - you need to keep track of your portfolio. You could pay for expensive software...or you could build your own EXCEL spreadsheet.

You need to update it, of course - and this is where you need to learn how to 'scrape' share prices (and other data) from websites. Free of charge. However, this does have its problems.

Tuesday, 4 April 2017

Problem Holdings: Huntsworth


Our Foremost Problem

Every portfolio has its 'problem' holdings - I know the DIY Income Investor portfolio does!

What constitutes a 'problem' - and what to do about it?

Thursday, 16 February 2017

Portfolio New Year Review

Mute Swan
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There is nothing much new to report on the DIY Income Investor portfolio, although it continues to hit new historic highs in valuation.

The New Year is a good excuse to take stock and review the portfolio and the strategy for the coming year. However, I'm not expecting to change much on this winning formula.

Friday, 30 December 2016

Finishing in Style!

Stock vector of 'illustration of Father Christmas Santa Claus running a race on finish line on isolated background done in retro style'
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The Santa Rally is in full flow, helping to carry the DIY Income Investor portfolio to new heights.

So what do one year's results mean anyway?

Tuesday, 20 December 2016

Fixed Interest (Portfolio Buy)

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December (2016) is shaping up to be a lot more jolly than November - the portfolio is up a couple of percent in the first half of the month. I'm also looking forward to the usual Santa rally in the markets. (In fact, you could probably make a case for just investing in December and cashing out afterwards!)

After a bit of profit-taking the DIY Income Investor portfolio has cash to invest. It's a mixed blessing, as it's all too easy to make silly investments at this time of year (well, any time of the year, really).

Monday, 12 December 2016

Gone in November (Portfolio Sale)

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November 2016 turned out to be a bad month for the DIY Income Investor portfolio with a fall in value of around 3%. December is more full of cheer, bringing the running total return for 2016 to around 28%, which is very satisfying.

Despite my best efforts to resist profit-taking I did make a large sale - and immediately regretted it as the price continued to rise.