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Small Cap Value Report (5 Dec 2016) - PLA, PURP, RXB
LON:SYN by Graham Neary 5th Dec '16 · 30 comments · 19012 reads · 127 votes
LON:SYN by Graham Neary 5th Dec '16 · 30 comments · 19012 reads · 127 votes
"Paul is taking a well earned break in the sun this week. Fortunately,
with Paul’s help, we’ve managed to enlist Graham Neary, who is
temporarily stepping in to take the reins. With Graham’s awesome…"
SIF Portfolio: A new twist on diversification
LON:HYDR by Roland Head 11th Jan '17 · 18 comments · 16625 reads · 18 votes
LON:HYDR by Roland Head 11th Jan '17 · 18 comments · 16625 reads · 18 votes
"Ed Croft’s 2017 NAPS feature reminded me of the adage that diversification is the only free lunch in investing.
The NAPS portfolio is made up of 20 stocks, with two taken from each of the ten top leve…"
Small Cap Value Report (Wed 8 Feb 2017) - KWS, DSG, DPP, TLY, FLOW
LON:KWS by Paul Scott 8th Feb '17 · 40 comments · 19482 reads · 58 votes
LON:KWS by Paul Scott 8th Feb '17 · 40 comments · 19482 reads · 58 votes
"Good morning!Yesterday's report was late. Here is the link to it - covering 7 companies, to get you started today.I'll have a quick whizz through today's results & trading updates now. Then I'm of…"
Why tech stocks are missing from the SIF Portfolio (AMO, OMG, TTG, PTEC)
LON:AFRN by Roland Head 19th Jul '17 · 12 comments · 9456 reads · 17 votes
LON:AFRN by Roland Head 19th Jul '17 · 12 comments · 9456 reads · 17 votes
"Investors in technology stocks have done well over the last year. According to figures from the FT, the technology sector has risen by about 25% in that time. That’s more than double the 12% managed b…"
SIF Portfolio: Diversification dilemma makes me question H&T
Folio Management by Roland Head 30th Aug '17 · 8 comments · 6638 reads · 14 votes
Folio Management by Roland Head 30th Aug '17 · 8 comments · 6638 reads · 14 votes
"I’ve been struggling with diversification this week.
The SIF portfolio is now reasonably diversified, but is running short of cash. There’s not really any compelling reason to add more stocks without…"
SIF Portfolio: I revisit H&T and debate my dividend rules
LON:HAT by Roland Head 15th Nov '17 · 18 comments · 7270 reads · 23 votes
LON:HAT by Roland Head 15th Nov '17 · 18 comments · 7270 reads · 23 votes
"In August I decided not to add pawnbroking and lending group H&T to the SIF portfolio. My reasoning was that it didn’t add much useful diversification. That may have been true. On the other hand,…"
