@SandyMidd profile picture
Sandy @SandyMidd

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

Joined August 2011
  • Tweets 7,471
  • Following 2,343
  • Followers 2,800
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Sandy@SandyMidd
Jan 1
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
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Up 1.06% this week puts folio at a new ATH, exceeding February pre Iran war highs. Significant moves this week in #TCAP 8.9% & #AAF 9.2%, the latter had golden cross signal. #BTRW -4.9% & #REL -4.7% biggest fallers. Adds; #LMP, #GRG, #DGE, #GSCT & #HMWO. Folio YTD up ~10.3%.
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More holdings down than up but week ended -0.1% just a little underwater. No significant corporate news. Biggest portfolio change was new 3i Group #III holding (see earlier tweet). Adds; #MONY, #PHP, #REL & #SSE latter reaches target holding so last add for now. Folio YTD ~ 8.5%.
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Beazley #BEZ has been a rock of stability in recent times as bid trundles to a conclusion. At some point I need reposition a considerable investment, today I started that process by selling ~25%. Used for initial stake in #III at £21.40p. A private equity IT, with a decent yield.
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A weak end -0.017% Friday, but for week 1.1%. Somewhat better than FTSE100 -0.55% for week, 4.81% YTD. Main news; #BP boss ejected, #SSE prelims ve with sales and divi rising, but profits down slightly. Neither effected sp unduly. #BT & #TSCO bigger fallers. Folio YTD ~ 8.7%.
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Big sudden volume/move in one of my minnows #VTU so is this Constellation Automotive Group making a move? they already have 11%. Well no announcements yet.
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#MNL hit a new ATH yesterday and is still £3 off NAV. But what interests me more is there appears to have been some major changes in top holdings, so I will be looking to the May factsheet to confirm and get manager commentary. I have been a long term holder.
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This week ticked up slowly ending Friday ~ 1.9%. No surprises from results inc. #BLND, #BT.A, #BMS & #LMP (pft dwn slightly). May best month for dividends, this week included larger from #TCAP & #CSN, both increased, the latter up 25% after rights and further add. YTD up ~ 8.2%.
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Just catching up on paperwork I note pleasingly that AJ Bell @Investcentre have dropped the £1.50p charge for regular monthly reinvestment. A minor charge but it all added up over time, a boost and incentive for small investors. Effort I think to match @ii_couk competitive edge.
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Sandy retweeted
Peter Higgins (conkers)@conkers3
May 15
🔥 #TWINPETESINVESTING #Podcast 179: INVESTING OPPORTUNITIES with WINNING POTENTIAL📈#ABDN #BA. #SMT #QQ. #GRG #PCTN #LMP #SREI #HRI #SPACEX #ENSI #ALL #ITRK #REITS #Dividends #TAKEOVERS & Hidden Gems💎 conkers3.com/twin-petes-inve… open.spotify.com/episode/0s2… youtu.be/Ha4L9YcYA1w?si=ywIq…
1:19
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Been away from market this week, but #AAF worthy of mention on fall of ~10% this week after a control swap transaction gives largest holder 79%, no dilution but possible minority or taking private concerns ahead of Africa Money float. Folio down ~0.2% this week, YTD up ~6.2%.
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As @Keir_Starmer doubles down on rebuilding European relationship, @UKLabour clearly don't understand why @reformparty_uk got so many votes in labour strongholds and beyond.
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People voted for @reformparty_uk for many different reasons and it can't just be hate Starmer. Serious analysis required, and in the meantime @UKLabour MPs will see it as more socialism required. More tax, more benefits, wasteful spending, spiralling pay awards = economy screwed.
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Stonking end of week for #NVDA heavy #MNL and still ~£2.50 short of NAV, also paid enlarged divi this week. #T56 on low so ADDed at £94.5275 clean price. Other ADDs; #TSCO, #PHP, #REL, #MONY & #SSE. Folio avoided storms this week up 0.6%. But dogs; #BA.A, #SHEL, #BP. YTD ~ 6.4%.
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April was a volatile month and somehow ended ~ 2%. A minnow holding #GENF 58% biggest riser but #TCAP 16% best of larger holdings, while #SHEL, #BA.A & #IMB amongst fallers. Folio down -0.2% in week. Broad based risers and fallers but #GSK -5.9% had biggest impact. YTD 5.7%.
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Slow decline all week -1.8%. FTSE100 -2.7%. #BA.A -10.4% (inc XD). #MNL back above £9 as largest holding #NVDA breached $200. #SSE & #BP top risers this wk. #TSCO held in ve territory as analysts raise target SP & buyback to commence. Divis #GSF, #JEMI & #SAIN. Folio YTD ~ 6%.
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Friday YTD was ~7% on general ongoing recovery with oils and renewables losing ground. All reversed again this morning as mid east situation takes another turn for worse. #SHEL, #BP and #PMG biggest risers, not so much renewables. ADD to #SSE last week, but none planned this week
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#SSE hit by Reeves and Miliband plans for change in charging structure, splitting electricity and gas pricing. Can understand market worries, but I have been accumulating and a further BUY today at £24.54 pushes me toward my long term target holding.
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Up a near 2% this week as bounce continued, not bad in face of 9 XDs and short week. Oils #SHEL & #BP and defence #BA.A lost some. Larger holding #AAF 8.9% so is the monster on the move again? YTD near 7% but I note sharescope says 33% over 12 months. Dividends ahead YTD YOY.
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Up >2.5% in this short week is somewhat a bounce from recent lows. Probably not out of the woods just yet. Had 4 XDs to end the week, inc enlarged #CSN holding. #GSK 4.6% established a footing above key £20 sp. But #BA., #SSE, #LLOY & #AZN bigger risers. Portfolio YTD up >4.5%.
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Apart from an intra-day dip into -ve territory last Monday, portfolio regained and held ve YTD gains to end week, even though just under 1%. Some further negativity seems likely as Trump briefs possible Iran invasion. Adding not selling.
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