Portfolio

This is a regularly updated list of the stocks held in my personal portfolio. If the stock is approximately 10% or more of the portfolio, this is marked with a red star (*).

It is NOT a list of recommendations to buy. I may be in the process of selling some or all of these stocks.

The classification of a holding within Equities or Fixed Income is based upon my own view of the stock’s economic characteristics, and may not be technically or legally correct.

Equities

  • British American Tobacco (LON:BATS)
  • Burberry (LON:BRBY)*
  • Creightons (LON:CRL)
  • Distil (LON:DIS)
  • DP Eurasia (LON:DPEU)
  • Duke Royalty Limited (LON:DUKE)
  • H&T (LON:HAT)
  • IG Group (LON:IGG)
  • Next (LON:NXT)
  • Park Group (LON:PKG)
  • Private & Commercial Finance (LON:PCF)
  • Record (LON:REC)
  • United Carpets (LON:UCG)
  • Volvere (LON:VLE)*

Fixed Income

  • Ranger Direct Lending Fund (LON:RDL)
  • $ Short Duration High Yield Corporate Bond ETF (LON:SDHG)*

 

Last updated: 4 July 2018.