Diary of a Private Investor issues

Document Date	Description	Theme	Companies Covered	Update Number	Action
22/09/2024	Business Post article on how investors lost money on a product designed by Broker Solutions, based on an index devised by BNP Paribas	How misleading advertising caused losses for small investors. See posts below dated 10/9/2019 and 18/9/2019 for the "before". This tells the "after".	BNP Paribas, Broker Solutions	Update: 21	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
17/11/2019	A Tesla Halloween Horror Story	At the time of this post, I had a sizeable short position in Tesla. I closed at a substantial loss and concluded that shorting is not for me!	Tesla	Update: 20	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
24/10/2019	Avoiding tax could prove costly	A decision not to sell, in order to avoid a hefty tax bill, proves questionable in light of subsequent events	Renishaw	Update: 19	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
18/09/2019	The world's best investor?	World-beating past performance on an index promoted by BNP Paribas is largely theoretical and is far from a reliable guide to future performance	BNP Paribas; Solactive	Update: 18	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
10/09/2019	Too good to be true	Tells of a weird investment product, concocted to satisfy savers' hunger for the impossible combination of security and return.	BNP Paribas; MMPI Ltd t/a Broker Solutions; Solactive	Update: 17	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
14/08/2019	Psst, looking for a bargain?	Tells of an opportunity to buy into property at close to half-price, but buyer beware: I'm trying to sell the same property!	Town Centre Securities	Update: 16	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
04/07/2019	Shelling out on a tortoise	After analysing the contributors to the return in the first half of 2019, this update tells of my latest attempt to add to my core portfolio.	Novo Nordisk	Update: 15	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
09/04/2019	The naughty step	Dealing with troublesome investments	Samsonite	Update: 13	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
09/03/2019	A guy in the attic	Amateur investors can match the performance of the professionals.	Phoenix Group Holdings	Update: 12	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
09/02/2019	The virtues of a small harem	Extolling the virtues of a concentrated portfolio	AMP	Update: 11	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
07/01/2019	A homemade hedge fund	Shorting a company's shares can help performance in bad times, but is not a good long-term strategy	SoftBank, Tesla, Phoenix	Update: 10	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
03/12/2018	Just as it says on the tin	Equity investing can lead to occasional large losses. That's part of the price for a good long-term return	Apple, Tesla	Update: 9	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
14/10/2018	Punched in the mouth	A severe market setback can throw a plan off course	Renishaw	Update: 8	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
10/09/2018	Fasten your seat belts	Investing in Ryanair led to a bumpy ride. How share buybacks can boost earnings.	Ryanair	Update: 7	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
19/08/2018	Refusing to act my age	The inappropriateness of conventional investment advice to older people, to invest a high proportion of their savings in bonds	Equities in general and bonds in general	Update: 6	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
12/07/2018	Lord make me pure - but not just yet	An opportunity to avail of an attractively-priced rights issue caused me to break my resolution to reduce my borrowings	Phoenix Group Holdings	Update: 5	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
11/06/2018	Man overboard but shipwreck averted	A nasty shock for one of my larger investments at an inappropriate time. In the end, the biggest casualty was a CEO with an inflated academic record	Samsonite	Update: 4	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
08/05/2018	Biting the bullet	The importance of addressing problem investments and accepting mistakes	WPP	Update: 3	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
01/04/2018	The long and the short of it	Prepare for turbulence. Stick to your guns if you have confidence in your analysis	Tesla	Update: 2	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
01/03/2018	First diary update since original 2015-16 entries	Update on companies mentioned in earlier diary entries	Apple, Phoenix Group, Renishaw, Samsonite	Update: 1	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
20/03/2016	A secure income	The value of a secure dividend	Phoenix Group Holdings	Update: 0	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
07/02/2016	Volatility: friend, not foe	How prices can fluctuate wildly, even in the absence of hard news. Exploiting volatility for long-term gain.	Renishaw	Update: 0	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
17/01/2016	Speculate to accumulate; no pain, no gain.	The link between risk and reward in investing. Low gearing levels reduce risk. The endowment effect	No specific companies	Update: 0	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
06/12/2015	The Apple of my eye	Apple's share price assumes it's a spent force. That's far from the case.	Apple Corporation	Update: 0	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
01/11/2015	The rights and wrongs of rights issues	Wrong to be too obsessed with tradition and not face reality by cutting the dividend when times are tough.	CRH	Update: 0	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
04/10/2015	Getting to know you, getting to love you	The merits of getting a deep understanding of a company; not being afraid to back it, even at the cost of concentration	Renishaw	Update: 0	Read

Document Date	Description	Theme	Companies Covered	Update Number	Action
06/09/2015	First published diary entry. Tells why I started the diary	Don't rely on tips when buying shares. Lottery effect in share purchases.	Carclo	Update: 0	Read

Other Investment Documents

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