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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

Portfolio Holdings as at 1 April 2022:

EQUITY HOLDINGSEPICWeightingStrategyVolatilityStock Style
AEW UK REITAEWU3.31%IncomeBalancedSuper Stock
Anglo Asian MiningAAZ9.96%Quality/GrowthSpeculativeContrarian
Bloomsbury PublishingBMY3.68%Quality/GrowthAdventurousSuper Stock
Bluefield Solar Income FundBSIF2.61%IncomeConservativeNeutral
Digital 9 InfrastructureDGI92.42%IncomeAdventurousNeutral
Ediston PropertyEPIC3.56%IncomeBalancedNeutral
EMIS GroupEMIS3.33%Quality/GrowthBalancedHigh Flyer
European Assets TrustEAT1.82%IncomeConservativeNeutral
Fonix MobileFNX4.79%Quality/GrowthSpeculativeHigh Flyer
Foresight Solar FundFSFL2.72%IncomeConservativeSuper Stock
Games WorkshopGAW5.95%Quality/GrowthAdventurousFalling Star
Gamma CommunicationsGAMA3.16%Quality/GrowthBalancedNeutral
Gold Mining Majors ETFGDGB5.81%HedgeAdventurousNeutral
Gore Street Energy StorageGSF2.23%IncomeConservativeNeutral
i3 EnergyI3E5.65%Quality/GrowthHighly SpeculativeMomentum Trap
Impact Healthcare REITIHR2.88%IncomeBalancedNeutral
Impax Asset ManagementIPX3.60%Quality/GrowthSpeculativeNeutral
Jarvis SecuritiesJIM4.98%Quality/GrowthBalancedNeutral
Next Energy SolarNESF2.35%IncomeConservativeSuper Stock
Polar CapitalPOLR3.43%Quality/GrowthBalancedContrarian
Polar Capital TechnologyPCT3.35%Quality/GrowthBalancedNeutral
Real Estate Credit InvestmentRECI2.83%IncomeBalancedSuper Stock
SomeroSOM3.49%Quality/GrowthSpeculativeSuper Stock
Spirent CommunicationsSPT2.92%Quality/GrowthAdventurousHigh Flyer
Supermarket Income REITSUPR2.89%IncomeConservativeNeutral
Vanguard WorldVWRL2.55%Quality/GrowthConservativeNeutral
Arqit QuantumARQQ3.25%Quality/GrowthHighly SpeculativeNeutral
CashCash0.49%
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