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Diary of a Private Investor

Holdings

“Understanding both the power of compound interest and the difficulty of getting it is the heart and soul of understanding a lot of things” – Charlie Munger

Compound Growth & Income (CGI) Portfolio Holdings as at 31 March 2026:

Company NameTickerWeightingVolatilityStock Style
Royal Mint Physical GoldRMAP12.93%ConservativeNeutral
CQS Natural Resources Growth & IncomeCYN8.44%BalancedNeutral
Wheaton Precious MetalsWPM7.31%AdventurousHigh Flyer
iShares Gold ProducersSPGP7.05%BalancedNeutral
GoodwinGDWN6.76%SpeculativeFalling Star
Games WorkshopGAW6.67%BalancedHigh Flyer
JP Morgan Global Growth & IncomeJGGI6.13%ConservativeNeutral
IG GroupIGG5.40%ConservativeHigh Flyer
Personal GroupPGH5.28%AdventurousNeutral
Invesco Global Equity IncomeIGET5.22%ConservativeNeutral
iShares Physical GoldSGLN5.12%ConservativeNeutral
Income Shares GoldGLDE5.11%ConservativeNeutral
Aberdeen Asian IncomeAAIF4.94%ConservativeNeutral
Polar CapitalPOLR4.59%AdventurousSuper Stock
Global X SuperdividendSDIP4.50%ConservativeNeutral
JP Morgan Nasdaq 100 Covered CallsJEQP4.44%ConservativeNeutral
CashCash0.12%