In general I do not "follow" any particular investor's activities. However, there are a couple that I have followed of sorts because I like their investment style. One of them is Neil Woodford
I watch Woodford's fund quite carefully to get some ideas. In particular, doing this with Woodford is comparatively easy as--I am sure many of you know this--he publishes the entire breakdown of his fund each month. Very unusual, but also very interesting.
Since launch I have been assiduously collecting this data and building a little spreadsheet to see how things are changing. I've realised that this work--which is not a tiny amount--may be of interest to some of you.
So here I will offer a little breakdown of the companies that Woodford has bought and sold in April 2016.