Exited the last of my IPP – at a small loss of -27% vs when I posted or +10% on my actual position (I sold a bit when it spiked up).
I have lost patience in the refinancing – which has been going on for over a year now. I am concerned there is some problem we are not being told about – and without a refinancing this is pretty much dead. I don’t have any evidence for anything – but when things drag on and on eventually even my patience runs out.
Best of luck to those who hold.
Just done my final performance numbers for 2017 – I recon the figure will come out at +c37%.
This isnt bad compared to FTSE AS Total return in GBP of 12%. Volatility has been minimal – maximum monthly drawdown was 3.8%.
Continue reading “2017 Performance c+37%, Not bad, but never enough….” →
Just put a very small position (1.4% portfolio) in Infrastructure India Fund at 3p.
It has come up on my screens a few times but is now too cheap to ignore. This is highly risky stuff but has very good upside – if it all plays out. I can see a multiple of the current share price in a year or two.
Continue reading “Infrastructure India Fund – Small, risky but good upside potential” →