Sunday 28 June 2015

Do ETFs Behave Differently? (Portfolio Buy)

As usual, a DIY Income Investor portfolio sale - viz. the recent Berkeley Group cash-in - leads to the difficult decision of what to buy now. This is always a challenge because, having been successful at making money (quite a lot in that particular case) you don't really want to blow it on something that will then tank.

This decision is all-the-more difficult because the strategy I have adopted in the last year or so (which involves building up the proportion of ETFs - Exchange Traded Funds) does not seem to be working very well.

Wednesday 17 June 2015

Investing by Numbers (Portfolio Sale)

After weeks in the investing doldrums, it's nice to wake up in the morning and see something happening with the DIY Income Investor portfolio: one of the bigger holdings has shot up by around 8%!

The new strategy of buying more Exchange Traded Funds (currently 43% of the  portfolio) is working in one sense: not a lot of attention is required - but not in another: the price trends are slow (and at the moment not all that favourable, it has to be said).

So a bit of positive 'market action' has cheered me up a bit.

Monday 1 June 2015

Review: Infinis Energy

Not having anything to buy or sell means there is time to look at the current DIY Income Investor portfolio and catch up with some of the developments of the constituent holdings.

Infinis Energy (LSE:INFI) is a new company and describes itself as 'the UK's leading independent generator of renewable power'. It currently has a whacking great forecast yield of over 10%: is this an alarm bell or a contrarian opportunity?