Dan's Investment Blog

Jottings about my investments

Wednesday, 30 April 2025

Selling more stuff? That can't be right?

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I decided to sell the two ETFs that I hold: SEDY.L and ISJP.L.  Not because I think they're bad things to hold, but: Shares/ETFs listed ...
Friday, 7 February 2025

More Kinnevik, Exor, GBL and Wendel

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Just roughly doubled my holdings of these 4 European investment companies: Kinnevik at 90 SEK GBL at 67 Euro Wendel at 81 Euro Exor at 93 Eu...
Friday, 31 January 2025

Bye bye Raspberry Pi

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Drove my Chevy to the levy, etc.. I bought Raspberry Pi at 372p in October and just sold at 726p, for a 95% profit in 3 months. I still like...
Wednesday, 1 January 2025

2024 review

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Over the course of 2024 my portfolio is up 25% in GBP (vs 8.5% for the FTSE 100), 23% in USD (vs 25% for the S&P 500), and 38% in NOK (v...
Tuesday, 22 October 2024

Raspberry Pi

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 I've just put a small amount of money into Raspberry Pi.  They'll make up about 2.2% of my portfolio. Things I like about them: The...
Monday, 5 August 2024

4 European investment companies on a massive NAV discount

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These four companies each own a mix of listed and unlisted investments, mostly in Europe, and are all trading on a discount of around 40% to...
Thursday, 1 February 2024

More SLP

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Doubled my holding of Sylvania Platinum at around 58p - it's even cheaper than it was a few months ago.  They're still profitable ev...
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Dante
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