Portfolio Tracking Spreadsheet part 7 plus SmallCap update 10
More work on the portfolio tracking spreadsheet, and a look at how the SmallCap Growth (AIM) portfolio weathered another volatile fornight in the markets.
More work on the portfolio tracking spreadsheet, and a look at how the SmallCap Growth (AIM) portfolio weathered another volatile fornight in the markets.
Weekly Roundup for the UK Private Investor: market signals, Asian slowdown, dividend cover falls, anti-capitalism, consolidation in cars and property taxes
We look at Colm O’Shea as part of our ‘Guru’ series – successful investor proflles with takeaways for the private investor in the UK.
by Mike Rawson · Published October 1, 2015 · Last modified January 21, 2020
It’s my 55th birthday, so I take a look at the Pension Drawdown options offered by my existing providers – Fidelity, HL and AJ Bell YouInvest. Who is best?
UK budget breakdown – income and spending
Drawdown Strategy – Joining the Chain Gang
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Stan Weinstein’s Stage System 1 – Charts and Buying
Tom Claugus – A Change of Plans
Becoming a Lloyd’s Name
Investment Trust Portfolio 2 – Money Week
John Bender – Question Everything
Freakonomics 4 – Names
Annual Portfolio Review 2020
More
If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.

