Boon
Other
- Joined 13 Oct 2014
- 1,411 comments
- 24 posts
Biography
Private investor actively managing his share portfolio (The Boon Fund) as a hobby while still working 9-to-5!
See The Boon Fund on Substack for updates from 2024 onwards.
See my Stockopedia articles for my monthly holding and my thoughts (up until Dec23).
+9.7% Performance in 2023 (compared to +3.8% for All-FTSE)
+12.0% Performance in 2022 (compared to -3.4% for All-FTSE)
+21.6% Performance in 2021 (compared to +14.6% for All-FTSE)
Investment strategy
UK-only investor, with a preference for smaller caps. As I work full-time and investing is a side hobby, my target is to hold between 10-15 shares at any one time. Not too concentrated, but also not too diversified (otherwise I would be better off saving time by investing in an index tracker).
Aim is to generate +8% or more annually above the benchmark, which for me is the All-FTSE index.
See the "About the Boon Fund" page on my Substack for a high level breakdown of my value-contrarian investment approach.