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Monthly Archives: August 2016

Current Portfolio Snapshot & Allocation

25 Thursday Aug 2016

Posted by Wexboy in Uncategorized

≈ 12 Comments

Tags

agri-business, averaging, cash, correlation, distressed, diversification, emerging markets, Event Driven, frontier markets, Ireland, luxury goods, mobile, portfolio allocation, property, UK, US, volatility

OK, the Olympics are over – time to focus, focus!

And these pleasant late summer markets might soon grow stormy…

So it’s as good a time as any to offer up a current snapshot of my top holdings & portfolio allocation. Let’s begin with my Top Nine holdings, which follows on from my recent H1-2016 Performance post. [In this post/tables, since I made no incremental H1 buys/sells, the average stake for each holding actually equated to my year-end 2015 holdings…so eight months later, an update’s clearly overdue!]:

Wexboy Top Nine Aug-2016

[Current:  As of CoB 24-Aug-2016]

For your reference, in my last post, I included a paragraph (or two) of updated commentary for each individual holding. I also completed a similar exercise in my Top Tips post back in January. And just for completeness here, I’ll again provide corporate website & Bloomberg links, links to relevant posts/write-ups (remember, good investment theses tend to evolve slowly), plus the closing share price & market cap for each stock:

i) Zamano (ZMNO:ID, or ZMNO:LN) (9.3% Portfolio Holding):

‘Zamano…So, What Now?!’      (NB: First link = most recent post/write-up)

‘Zoom, Zoom…Zamano!’

Share Price:   EUR 0.113

Market Cap:   EUR 11.2 Million Continue reading →

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