New Investment – Global Trans

Just bought some Global Trans (GLTR.L) – 2.5% portfolio weight (I tweeted about it the other day) this is quite a nice little Russian investment.  They basically operate railway freight in Russia.  This is not without it’s risk.  But yield is very high – c16% in 2018, 2019 dividend...

Fondul Proprietea Long Thesis

Raised my holding in Fondul Proprietea 50%. It is now a 9% portfolio weight. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay This is a Romanian investment trust trading at a discount to NAV – so very much my usual type of investment. It is managed by Franklin Templeton and...

Selling PVCS +13% (vs Initial Post)

I am selling out of PVCS which I entered at 21.68 at 24.5.  I already exited half at a 7% loss.  This half I am exiting at a 13% profit. (+3% overall – so poor) Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay I am concerned returning the cash is...

CMC Markets – Cheap Opportunity?

I have bought into this at 105 the other day, only 2.5% portfolio weight, trading small given volatility, should possibly be in for more. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay CMC Markets is a Spreadbetting / CFD firm, basically a brokerage. In the UK this has some advantages,...

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