A Terry Smith Stock Screen
Today’s post describes an attempt to build a Terry Smith stock screen inside Stockopedia.
Yearly Archive: 2018
Safe Withdrawal Rates – The ERN Series
Today’s post is a first look at ERN’s mammoth series of posts on Safe Withdrawal Rates.
Weekly Roundup, 29th May 2018
We begin today’s Weekly Roundup in the FT, with Tim Harford. This week he was writing about waiting for problems to sort themselves.
Own the World 3 – Surplus and Accounts
Today’s post is our third visit to How to Own the World, by Andrew Craig. Today we’re going to look at creating a surplus and at the available types of investment account.
Sector Plays 3 – May 2018
Today’s post is the regular update on our Sector Plays portfolio, which is inspired by the Stockopedia NAPS.
Weekly Roundup, 22nd May 2018
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about renting.
Non Habitual Residence in Portugal (NHR) – A Useful Tax Break?
Today’s post is the second visit to an event I attended a few weeks ago, on the topic of moving to Portugal. This time we’re talking about Non Habitual Residence in Portugal (NHR) – is it a useful tax break?
Enhanced Transfer Values – Take the Money and Run?
Today’s post is a look at whether I should accept a surprise Enhanced Transfer Value (ETV) for one of our DB pensions.
Weekly Roundup, 16th May 2018
We begin today’s Weekly Roundup in the FT, with Merryn Somerset Webb. This week she was looking at whether life insurance can be used to reduce your IHT bill.
Vernon – Buying the Glitch
Today’s post is a profile of Guru investor Vernon, who appears in Guy Thomas’s book Free Capital. His chapter is called Buying The Glitch.
