Sandy

Private investor. Investment views, strategies, stocks held and actions taken based on personal financial goals for retirement. It should NOT be taken as advice

[Sandy @SandyMidd]

Top 30 equity holdings ending Q4 2025; GSK, AAF, AV., MYI, BEZ, IMB, RKT, LLOY, RSOMEN, JEGI, IUKD, AZN, SHEL, JEMI, CTY, LGEN, MYAABK, SAIN, TCAP, SSE, NCYF, SMIF, ZIG, CSN, BA., HIK, SHRS, MNL, HFEL, BTRW. Totals 58.13% of portfolio (64.61% at Q4 2024). #smidd2025

[Sandy @SandyMidd]

Friday -0.73% after significant recovery from dip. After a brief revisit of August ATH, volitile week ended +0.1%, perhaps slightly helped by ADDS from free cash; #PHP, #REL, #RKT, #MONY & #CSN. Bigger fallers #MNL, #EMG, #BA. & #SHEL while #AAF & #DGE edged up. Folio YTD +14.4%.

[Sandy @SandyMidd]

@whu32 A few mutual holdings, including PHP which I note is a big portfolio %. I'm still building my holding but unlikely to be such a big % any time soon. Good luck

[Sandy @SandyMidd]

Away a while so major changes; #BEZ funds from takeover for remaining stake. With #III & #DATA already added to portfolio, I have also added a further new contrarian holding #IGG, some Underdog acquisition risks, however, well covered dividend. SOLD #MCG on bid. Folio YTD +14.4%.

[Sandy @SandyMidd]

September has been a key month for stability & for income. #GRG trading 8% rise today, a holding being built over the last 12m. Reinvestment of #BEZ into #III has proved a boon, the takeover will complete mid month. Portfolio for month +0.2% YTD +14.2%. Will be away till late Oct

[Sandy @SandyMidd]

@RidyardMike More & more are slipping into being taxed or taxed more. By 2029 that will include increasing numbers or ordinary working people. Even the Libdems recognised this by proposing raising tax thresholds at their conference. Labour didn't win the last election, folks just didn't vote.

[Sandy @SandyMidd]

@BrilliantLeader #REC my only holding of this screen!

[Sandy @SandyMidd]

Recovery from recent falls going nicely till yesterday when it came off a week high. Week overall +0.7%; #EMG +10.6% on broker upgrade, #BTRW +7.1% on FY though nominal dividend in favour of buybacks at current SP, #AAF -8.3% on smaller Money division float. Portfolio YTD +13.7%.

[Sandy @SandyMidd]

The #DATA results disappointed this morning. To be honest, would have got out this morning but failed to get reasonable loss. So, I can wait, I usually do. Sorry if anyone followed me in. Otherwise, my portfolio starts week very positively +0.21%.

[Sandy @SandyMidd]

Portfolio down -1.3% this week, a set back has been waiting to happen. Trouble in the Gulf again means main support from #SHEL +3.3% & #BP +4.6%. Partial sale of #BEZ to fund new holding #DATA could have been better timed. Adds; #TSCO, #DGE, #LMP, #GRG, #GSCT, #HMWO. YTD +12.9%.

[Sandy @SandyMidd]

Took Miliband a while to find the self destruct button at the FO, but like the Department of Energy, not a lot of outcomes considered on his actions. Never mind, he gets the Muslim vote.

[Sandy @SandyMidd]

New initial holding in Global Data #DATA.L at smidge under 74p ahead of interims. Contrarian view to market with analysts broadly +ve and medium term 120p possible. This will be funded as part of my #BEZ wind down to restore cash balance.

[Sandy @SandyMidd]

Increase in portfolio over week by +0.4%, admittedly held up by reinvesting a chunk of cash into UK Gilt #T56, doubling my holding. Less influential regular ADDS to #REL, #PHP, #MONY & #RKT. Otherwise, 4 XDs in a quiet corporate news week. Portfolio YTD +14.4%.

[Sandy @SandyMidd]

@bollingomatic Always a chance of further falls but as a long term investor, not too concerned. Take your point on lower coupon gilts and if I was looking to extend gilts, I'll consider that. Thanks

[Sandy @SandyMidd]

Univested cash from dividends used to ADD to my Gilt Holding #T56 at dirty price of £93.50p, using recent fall on debt and interest fears to double my holding, pushes Gilts & Bonds to modest 7% of portfolio. Yield of ~5.75% is well in excess of my portfolio income target of 4.5%.

[Sandy @SandyMidd]

@conkers3 Equities from before Black Monday and several shocks later remained fully invested.

[Sandy @SandyMidd]

@F15JCM This or security on the door, the rest of us will have to pay extra

[Sandy @SandyMidd]

@mrmrbunn @CurioHilton @Dishoom @Omarestaurant @OliverMusicalUK @YoungsPubs @CardiffCC Is that The Lamb in Chiswick?

[Sandy @SandyMidd]

Star of the week is for sure #CSN following H1 results, up +15.3% this week with increased divi to come. #TCAP now recovered most of post results setback +4.7% this week. Overall for week +0.4%, and YTD +13.9% still a little way off the ATH.

[Sandy @SandyMidd]

@uziel Likewise Roy, I mostly used it to remind me of what was happening in my portfolio, I have a shocking memory for investments past and mistakes made!

[Sandy @SandyMidd]

Do you remember when you joined X? I do! #MyXAnniversary