Dexx the Dog

Have built up an investment portfolio slowly over past twenty plus years, first in Unit Trusts and over the last few years Investment Trusts.

Have always dabbled in a few direct shares, now have more time on my hands to up my game, with the aim to split the portfolio initially 80% ITs and 20% smaller uk growth shares.

Happy to take on risk with shares, as I'm well diversified in ITs.

Slowly getting use to spending several hours a day reading trading up dates, the small cap value report, and analysing Stockopedia stock data screens - and then making no investment decisions.

Continuous feeling of having missed the boat on the good growth shares!

With circa 80% of portfolio in ITs,look for diversification and asset allocation based on my own view of the global economy and long term trends e.g. Bio Tech, EM (in particular India and to a lesser extent Vietnam). Approx 30-40% of IT portfolio in UK Smaller & Medium companies. Always had a long term bias to smaller companies.

Building portfolio of small cap UK growth shares (at a reasonable price) - interested in technology and scalable growth models. Use own modified version of guru screens to id shares for further analysis. Put off by high valuations - so may be missing out on some opportunities.