Registered:
1/04/15
Seen:
10:14am
Followers:
3

Comments
82

Real Name: James

Occupation: Company Director, Consultant, Private Investor

Fantasy Fund: JDW72's Fund

About Me:

In my 40s now. History, in order, as follows......stagged privatisations in the 80's/90's with my mum.....carpet bagged building societies....day traded internet boom and luckily stopped right at the top....punted all my travelling money into HSBC during the Asian Crisis (and got out after a near 100% return in a few months and had a high old time travelling!)....drawn in by PaulyPilot's pub and won a few and lost a few without knowing why....thought PYAD was more reliable and bought for yield.....got into smaller value stocks too and started meeting management and thought I knew what i was doing....won a few, lost a few, realised I didn't know what I was doing....now more recently settled with a low vol approach and a handful of high conviction more adventurous stocks.

Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
I invest with... <£500k
Diversification is ... essential to reduce risk
50% of portfolio is low vol Conservative, Balanced type stocks. 25% of portfolio is more Adventurous but mainly large caps 25% of portfolio is high conviction stocks where I believe that the downside is capped - generally by long term repeatable income streams. Aiming to keep up on the rising tide, but stay ahead of the falling tide. Pim Van Vliet / Howard Marks as inspiration.


JDW72's Latest Blogs
1

Diary of a (sort-of) novice investor, aged 46 - (Dec-18)

JDW72 15th Dec '18
0


JDW72's Latest Comments
3

re: Small Cap Value Report (Fri 7 Feb 2020) - CWD, CVSG, DPP, TED, INTU

JDW72 7th Feb
0
3

re: Small Cap Value Report (Wed 4 Dec 2019) - LGRS, QUIZ, PCF

JDW72 4th Dec '19
1
2

Small Cap Value Report (Mon 29 Apr 2019) - UPGS, MIND, MRL, LGRS, TRAK, PHD

JDW72 29th Apr '19
0
8

Small Cap Value Report (Tue 16 Apr 2019) - JD., CARD, FLO, KNOS, TCM, DSCV

JDW72 16th Apr '19
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6

Small Cap Value Report (Tue 20 Nov 2018) - KCOM, AO., TUNE, IMO, PLUS, SOLI

JDW72 20th Nov '18
0

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