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.

Monday, 21 November 2016

The Dangers of Super-High Yield Investing

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That's what I call good yield
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Apparently the DIY Income Investor approach is an example of Super-High Yield Investing, which John Kingham ('The Dividend Hunter') defines in a recent article as "buying shares where the dividend yield is close to or above twice the market yield."

But is this really the 'dark side' of income investing?

Friday, 11 November 2016

Investors Chronicle High Yield System

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Investor Chronicle's writer James Norrington has been trialling a new High Yield System - with mixed results.

It's interesting to have a look at how this system differs from the DIY Income Investor approach and how well the two strategies have worked.

Thursday, 10 November 2016

De-Risked? (Portfolio Buy)

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If you are a UK-based investor you may - or may not - be enjoying yourself over the last month or so. The recent currency fluctuations have revealed something interesting about the DIY Income Investor portfolio, which will help to guide future investments.

Talking of which, I've been putting some more available cash to work with something a bit counter-intuitive.

Thursday, 27 October 2016

Buying And Selling

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The rapid devaluation of the Pound, following the Brexit vote, boosted the value (in Pounds) of the DIY Income Investor portfolio. That seemed like a market over-reaction to me: and it seems like the currency market is now reappraising Sterling following statements by the Bank of England.

The Pound goes back up and the London Stock Exchange goes back down.Do these fluctuations in currency value offer an opportunity to take quick profits?

Thursday, 13 October 2016

Bond dilemma? (Portfolio Buy)

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Profit-taking - by selling some of my largest holding APF - means the opportunity to buy something new.

It's trite to say but the 'buy' decision is what makes you money - coupled, of course, with selling at the 'right' time. Which is to say, it's difficult.