Annual Portfolio Review 2018
It’s that time of year again. Today we’ll be taking a look at how my overall portfolio performed last year. Stay tuned for the Annual Portfolio Review 2018.
7 Circles - your heavenly path through investment hell
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Robo Advisors 12 – PensionBee Revisited
We first looked at PensionBee back in October 2016, but they’ve cut their fees for larger portfolios, so it’s time for another look.
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The £1M Portfolio and The 7 Circles 100
Today’s post is an introduction to a master list of ETFs & Investment Trusts that can be used as the basis of any portfolio. It’s called the 7 Circles 100.
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8♣ – Don’t be Afraid of All Time Highs
Don’t be afraid of all time highs – they don’t mean that a crash is coming.
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IHT Planning with AIM Stocks – Part 2
Today’s post is about IHT planning with AIM stocks. It’s an update to a series of posts on a similar topic earlier in the year.
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Pick and Mix Portfolios – your choice from zero to £1M
Today’s post is about fitting together the various portfolios we describe here at 7 Circles into a coherent whole as you move along your journey to financial independence. It’s Pick and Mix Portfolios.
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Risk Tolerance Questionnaire – Scoring and Blending
Today’s post is about building a composite Risk Tolerance Questionnaire from the three publicly available ones that I have found.
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Investment Trust Bits
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Cheap ETFs 2016
Today we’re going to look for the cheapest ETFs that are available on the cheapest platforms. That way we should be able to construct the cheapest possible passive portfolios.
Seedrs EIS 100 Fund
Today’s post is another follow-up to our recent deep dive into the Seedrs portfolio update. It’s a look at the recently launched Seedrs EIS 100 fund.
Weekly Roundup, 21st January 2019
We begin today’s Weekly Roundup in the FT, where Kate Beioley was looking at the returns on UK asset classes.
SmallCap Growth Aim Portfolio 25 – January 2019
It’s time for another look at the SmallCap Growth AIM portfolio (SGAP). How have the last two months worked out?
Trading For A Living #1 – Psychology
Today’s post is our first visit to a new (but classic) book – Trading for a Living by Alexander Elder.
Weekly Roundup, 15th January 2019
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about household wealth by age.
SigNet Slides 1 – Big Picture Investors
Today’s post contains slides from a presentation that I gave to the London Branch of SigNet back in October.
Stock Screeners – December 2018
Today’s post is the first in a regular monthly series on the outputs produced by our stock screeners.
AIM IHT Portfolio Update 19 – December 2018
Today’s post is the somewhat irregular periodic update on the AIM IHT portfolio.
Weekly Roundup, 8th January 2019
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about gold.
Michael Covel – The Little Book of Trading
Today’s post is our first visit to a new book – Michael Covel’s Little Book of Trading.
Robo Advisors 16 – Exo Investing Interview
Today’s post is about robo advisor Exo Investing, and a chat I had with them a few months ago.
