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dansinvestments.blogspot.com

Dan's Investment Blog

Jottings about my investments

http://dansinvestments.blogspot.com/

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Dan's Investment Blog | dansinvestments.blogspot.com Reviews
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Jottings about my investments
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6 73% berkshire hathaway
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Dan's Investment Blog | dansinvestments.blogspot.com Reviews

https://dansinvestments.blogspot.com

Jottings about my investments

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1

Dan's Investment Blog: Review of 2014

http://dansinvestments.blogspot.com/2015/01/review-of-2014.html

Jottings about my investments. Thursday, 1 January 2015. Another year ends, and it's time to look at how my portfolio has performed. Overall I'm up a little over 4%, or 7% with dividends. In the same period the FTSE 100 is down just under 3%, or up about 0.5% with dividends included. However, that 7% hides an extremely mixed bag of investments. I had only 5 holdings at the start of the year, and I finished with 4. In order by size of holding on 1st January 2014:. I now face something of a dilemma - most ...

2

Dan's Investment Blog: October 2014

http://dansinvestments.blogspot.com/2014_10_01_archive.html

Jottings about my investments. Thursday, 9 October 2014. Recently I've only been posting at year-end and on the rare occasion I make a trade, but the shenanigans at Tesco are worth talking about. I won't go into the painful details, they're plastered all over the papers. My Tesco shares are down 37% so far this year (including dividends). Ouch! What has that done to my overall portfolio? Why did I buy Tesco in the first place? My reasoning from the last time I bought in April 2012 was that they:. Competi...

3

Dan's Investment Blog: March 2012

http://dansinvestments.blogspot.com/2012_03_01_archive.html

Jottings about my investments. Friday, 16 March 2012. Giving up on Game. Game Group are struggling to pay their rent, and their suppliers are starting to pull the plug. The news is looking rather bleak. So I've given up on them and sold my shares at 3.368p. The only ray of sunshine seems to be this:. Http:/ www.investegate.co.uk/Article.aspx? The Board of GAME confirm that a third party has shown interest in providing additional funding for the company". Subscribe to: Posts (Atom). Giving up on Game.

4

Dan's Investment Blog: April 2012

http://dansinvestments.blogspot.com/2012_04_01_archive.html

Jottings about my investments. Friday, 20 April 2012. I bought some more Tesco shares today at 321p. They're on a P/E ratio of less than 9 and a yield of 4.6%, despite:. Having a dominant position in the UK market. Economies of scale give them an advantage over their competitors and make it hard for them to assault Tesco's position. Having a trusted brand which they can leverage in banking, insurance, etc. Being in a cautious economic environment which means their non-food profits are currently depressed.

5

Dan's Investment Blog: Review of 2013

http://dansinvestments.blogspot.com/2014/01/review-of-2013.html

Jottings about my investments. Wednesday, 1 January 2014. 2013 is dead, long live 2014! A review of the last year is in order. I was happy with my returns in 2013, but I underperformed the FTSE fairly significantly. Overall my portfolio was up 13.9%, 3.3% in dividends and 10.6% capital gain. By comparison the FTSE 100 returned 17.9%: 14.4% in capital gain plus about 3.5% (estimated) in dividends. Trades during the year. Subscribe to: Post Comments (Atom). See my website here. View my complete profile.

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Dan's Investment Blog

Jottings about my investments. Thursday, 4 January 2018. Plus 500 - sold. Only 4 days into 2018 and here's my second post of the year. Goodness, what a contrast to 2017. A positive trading update. Led Plus500's share price to bounce about 30%. I was already coming to the conclusion that I didn't really want to own this business for the long term, so this seemed like a good time to sell - which I just did, at £11.61. As a company that basically preys on idiots they seem a ripe target for onerous regulation.

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