The last couple of weeks has seen a little turnaround in the fortunes of our – predominantly – small capped portfolio. The recent rise and rise of the FTSE seems to indicate that there’s still faith in the market in general so maybe it’s a case of people taking from AIM to invest in the main board. Whatever the case, we’ve decided to pocket a little profit from our Cl...

So it seems an age since I’ve posted on Investor Trader but in reality its only been the best part of three weeks. Three weeks since we broke through the 10K figure. And whilst the FTSE powers on northward, heading back towards it’s old stomping grounds of ’07 and ’08 – beyond the 6K level – our portfolio has spent the past few weeks neither gaining or losing to...

Today’s boost to our bottom line can mainly be attributed to a 17.8% rally by Renesola – our Chinese manufacturer of solar energy wafers. After peaking at a little over £2.40 in June of ’09, Renesola has trended broadly downward since. The reason for yesterday’s surge? Renesola have put pen to paper on a new deal worth $706 million: The project, awarded by the Taiyangshan ...

So after taking a bit of breather in June and July, the UK markets seem to have returned to their northward trajectory in the past month or so dragging our little green portfolio with it. Germany and France today announced GDP growth in the previous quarter indicating rosier times ahead and  the US Reserve held interest rates leading many pundits to speculate whether things aren’t as bad ac...

Sorry it’s been a while since I’ve posted, what can I say, it’s summer where I’m at and our little portfolio has being just dandy on its own without my meddling hand. There’s been some chunky news floating about, so let’s get down to the nitty gritty. Remember Cosalt – our provider of safety products and services to the marine, industrial and offshore oil ...

Following yesterday’s regurgitation of all gains made on Monday (and then some), today was a little more settled with a handful of modest gains made across our portfolio. Ceramic Fuel Cells finished the day up 6.5% on the back on news that it has extended its agreement with GDF Suez to develop and deploy fuel cell micro combined heat and power (mCHP) units in France. Lloyds Bank continued it...

Now that’s the way I like to start a week, an ocean of blue arrows pointing to the sky, followed by some chunky figures behind ‘em. Leading our list of winners on the day was China Biodiesel which finished north 1.12 pence (12.3%) at 10.12 pence. A month ago you could pick up China Biodiesel for 5 pence, there’s been an upswing in volume especially in the last week and it seems b...

In overall terms it was a bit of subdued start to the week for our little portfolio considering the recent strength of local markets but the lights that shone, shone brightly. Lloyds Bank surged ahead 6.7% on the day on the back of a weekend report stating it could post an interim profit despite enormous bad-debt provisions. It appears some of its most toxic sub-prime investments are more just ick...

So after an eternity – or a whole Celine Dion album for those who require a little perspective – our little portfolio finished a day valued higher than when it began. Hooray! And whilst our recent falls have been nothing stupendous – except in the case of (insert your own collection of expletives here) Cosalt – all those red arrows do tend to get to you after a while. The F...

Red, red, red, our portfolio is as red as a sunburnt Communist sipping a Bloody Mary! Every one of our nine pathetic holdings finished the day in negative territory. Do I sound a little bitter? Maybe, just a touch, but the inner optimist in me is trying to see the positives. After dropping 9% (and drifting from almost a quid higher this time last month) ReneSola may have slipped back into my buyin...