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 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 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 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

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

JDW72 15th Dec '18

JDW72's Latest Comments

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

JDW72 7th Feb

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

JDW72 4th Dec '19

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

JDW72 29th Apr '19

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

JDW72 16th Apr '19

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

JDW72 20th Nov '18

JDW72 Followers

JDW72 has 3 followers including:

Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis