Since selling off 90% of my portfolio I haven't really been on the lookout for anything new, so I've been pretty quiet recently. Sadly the world at large hasn't remained quite so static:
- Game Group continued to plummet, before staging a minor recovery.
- Maxima has cratered.
At the moment all my trading decisions are driven by tax / administrative reasons. Accordingly I have:
- Held onto BDI, GMG and MXM in order to realise the tax losses when I move to Norway. (Also ROK, but I can't sell those even if I want to).
- Sold IAPD to realise the capital gain at £18.82.
- Made a small investment in IS15, a short-term sterling corporate bond ETF from iShares at £102.52. (I've recently opened a new trading account that I can use after moving to Norway and you need to hold some shares to avoid inactivity charges).
As always my entire portfolio (plus all the shares I've ever held) is available here:
And every trade I make will appear on this blog.
1 comment:
Glaxosmithkline seems to be a great value pick at this time. The stock meets most investment strategies as listed in http://www.investmentmaxim.com. Has a definite margin of safety at this levels.
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