Monthly Archive: July 2015

July 10, 2015

Backtesting the Investment Trust Portfolio – the results

The back-testing of the Investment Trust Portfolio is complete, and the results are in. How did the portfolio stack up against the benchmark?

July 9, 2015

We re-visit current thinking around sequencing risk – are recent claims that it is exaggerated true, or should we still fear "pound cost ravaging"?

July 7, 2015

Weekly Roundup for the UK Private Investor: retirement savings, stamps, benefits and tax credits, fracking and a half-year review of the markets.

July 3, 2015

We look at back-testing the Investment Trust Portfolio, and decide on a time frame, some benchmarks, a data source and trust substitutions

July 1, 2015

Weekly Roundup: tax credits, bond proxies, mini-bonds, the psychology of pensions, US pension deficits, interest rates & growth and Bitcoin again.