Registered:
26/10/15
Seen:
Wed 11:27pm
Followers:
1

Comments
55

Occupation: Private Investor

Interests: Property, Stocks, US Market

Location: Windermere

Fantasy Fund: Daveinthelakes Fund

About Me:

Former Chartered Surveyor specialisng in commercial property development and agency. Took early retirement and now residing in Windermere.


Investment Strategy
I trade... weekly
I tend to buy... after much research
Diversification is ... essential to reduce risk
My long term holdings are mainly in large cap USA dividend growth stocks and as I think the sector is difficult to research adequately, a couple of funds in biotech/pharma. Most of my short term, 6-24 month hold, is in UK small-mid cap growth. My target is about 50-50 between the two portfolios.


Daveinthelakes's Latest Comments

Paul, I had a coffee revelation about two weeks ago. Having struggled to sleep for decades and stopped drinking caffeinated drinks about 6-7pm each evening I had thought caffeine was not the cause. After a bit of research on Google I found that whereas caffeine has certain health benefits it has a half life of around 5-6 hours although this varies of course person to…

Thanks for the reply. I am convinced BNP have their stake purely to stop others getting control of the company which I believe may be the only one that invests solely in the field of sustainability. I bought in a couple of days before they released the annual results in November 16 and top sliced 20% of my holding in June being wary of the…

Looking at Impax Asset Management (LON:IPX) pre acquisition it would be expected to release Q3 AUM to 30th September on or around 10th October but in today's RNS has given the sum of £7.245bn with 2 weeks of the quarter remaining. AUM to 31st December was £5.06bn so we have a 43% increase in less than 9 months. Impax Asset Management (LON:IPX) is the Boohoo…

Kirin Shah, the joint MD and largest shareholder with a 10% holding has taken back the CFO role he relinquished last year and as the statement says no effect on trading or finances I saw it as an opportunity to increase my position at 480p



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