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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 January 2022:

CompanyTickerWeightingStrategyVolatilityStock Style
AEW UK REITAEWU2.10%IncomeBalancedSuper Stock
Anglo Asian MiningAAZ10.65%Quality/GrowthSpeculativeContrarian
Apax Global AlphaAPAX2.16%Quality/GrowthAdventurousSuper Stock
BioventixBVXP2.49%Quality/GrowthBalancedFalling Star
Bloomsbury PublishingBMY1.99%Quality/GrowthAdventurousSuper Stock
Digital 9 InfrastructureDGI92.11%IncomeSpeculativeSucker Stock
Ediston PropertyEPIC3.58%IncomeAdventurousNeutral
EKF DiagnosticsEKF3.54%Quality/GrowthSpeculativeHigh Flyer
EMIS GroupEMIS3.15%Quality/GrowthBalancedHigh Flyer
European Assets TrustEAT3.13%Quality/GrowthConservativeNeutral
Fonix MobileFNX3.83%Quality/GrowthSpeculativeNeutral
Foresight Solar FundFSFL2.05%IncomeConservativeSuper Stock
Games WorkshopGAW4.63%Quality/GrowthAdventurousFalling Star
Gamma CommunicationsGAMA2.84%Quality/GrowthBalancedNeutral
Honeycomb Investment TrustHONY0.94%IncomeConservativeNeutral
Impact Healthcare REITIHR2.02%IncomeBalancedNeutral
Impax Asset ManagementIPX3.92%Quality/GrowthSpeculativeHigh Flyer
Jarvis SecuritiesJIM4.47%Quality/GrowthBalancedNeutral
Merchants TrustMRCH2.78%IncomeBalancedNeutral
MoneysupermarketMONY1.82%Quality/GrowthBalancedNeutral
PaypointPAY1.92%Quality/GrowthAdventurousNeutral
Polar CapitalPOLR3.72%Quality/GrowthAdventurousContrarian
Polymetal InternationalPOLY3.08%Quality/GrowthBalancedContrarian
Princess Private EquityPEY1.89%Quality/GrowthBalancedSuper Stock
Real Estate Credit InvestmentRECI2.07%IncomeBalancedSuper Stock
SomeroSOM3.09%Quality/GrowthSpeculativeSuper Stock
Spirent CommunicationsSPT2.92%Quality/GrowthAdventurousNeutral
Supermarket Income REITSUPR2.37%IncomeConservativeNeutral
SupremeSUP3.19%Quality/GrowthSpeculativeHigh Flyer
XP PowerXPP2.74%Quality/GrowthAdventurousHigh Flyer
Vanguard WorldVWRL2.24%Quality/GrowthConservativeNeutral
Arqit QuantumARQQ4.11%Quality/GrowthHighly SpeculativeNeutral
Suro CapitalSSSS2.19%IncomeAdventurousNeutral
Cash 0.27%   
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