Weekly Roundup, 9th June 2015
Weekly Roundup for the UK Private Investor: UK tax, bubbles – US stocks, China, bonds, tech and biotech – pay incentives and inequality.
Weekly Roundup for the UK Private Investor: UK tax, bubbles – US stocks, China, bonds, tech and biotech – pay incentives and inequality.
Our second post on the topic of constructing an Investment Trust portfolio looks at the portfolio run by Merryn Somerset Webb at MoneyWeek.
SmallCap Growth Portfolio 5 – we catch up with progress after a break, and review the top ten AIM-listed holdings of Carmensfella
Piggyback Portfolio – we screen our 10th public portfolio for stock ideas. We catch up with progress after a 2-month break and look at WheelieDealer’s list
Weekly Roundup for the UK Private Investor: compounding, CGT, inheritance tax, divestment, the yuan, north sea oil, forestry, UK productivity, basic income
We finish our look at the Investors Chronicle’s list of the Top 50 ETFs with funds from Asia, and those covering bonds, commodities and private equity.
More
I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.
Irregular Roundup, 12th February 2026
UK budget breakdown – income and spending
Annual Portfolio Review 2019
Annual Portfolio Review 2020
Van Tharp 7 – Stops and Exits
Portfolio Review – Ten Years Gone
Leverage Recap
Becoming a Lloyd’s Name
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Stan Weinstein’s Stage System 1 – Charts and Buying

