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The Problem / Featured

Taking a View – Twenty Questions for Investors
Featured / Mike's portfolio

Annual Portfolio Review 2020
Featured / Stock Screens

Stock Screeners December 2020
Featured / IHT

AIM IHT Portfolio Update 31 – September 2020
Featured / VCTs

VCT Portfolio 2 – May 2020
Featured / Mike's portfolio

The 36 Year Snowball
Featured / SmallCap (AIM)

SmallCap Growth Aim Portfolio 27 – November 2019
ETFs / Featured / Passive

Passive ETF Portfolios – A Recap
Featured / ETFs / Passive

Lazy Portfolios
Featured / MoneyDeck

8♣ – Don’t be Afraid of All Time Highs

FIRE & Frugal

Savings Rate – the four pot solution
R2R

Retirement Strategies 2 – SIPP Run-Off and the LTA
Active investing

Starting an Investment Club
R2R / Mike's portfolio

Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
RoboAdvice / Own The World / Assets

Plain English Global Multi-Asset Fund
Weinstein

Stan Weinstein’s Stage System 1 – Charts and Buying
Taxes / Pensions

LTA Revisited
Tools

Portfolio Tracking Spreadsheet, part 2
Mike's portfolio

Annual Portfolio Review 2019
Passive

Lazy Portfolios 3 – One Fund from Vanguard

Trend Equity - NewFound Primer - 7 Circles says:

[…] Meb’s VAMO Hedge strategy, and […]
Dual Momentum Systems - 7 Circles says:

[…] We’ve come across Dual Momentum before when we looked at...
Cut Your Losses - Elm Wealth - 7 Circles says:

[…] That’s it for today – always remember to Cut Your...
John Doe says:

Larry hasn't traded since 2018. These days he sells 'trading signals'...
Sean says:

Can I get added to your FIRE blog, I want to...
Eddie says:

These are great questions for anyone looking to manage their own...
Ray says:

Sorry, his strategy is terrible. It only avoided ONE drawdown in...
Mike Rawson says:

That question might be better aimed at Tom himself.
Mike Rawson says:

Not sure I understand your comment.
Mike Rawson says:

I think Big ERN's work on SWRs is the most important.

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Reddit – /r/UKFinanceOver30

4 Weeks to Go - How Can I Save £1,000 for My LISA?

Financial planning advice

Opened new Nationwide account & still waiting for card to arrive. Is there a way I can make debit payments/transactions until it arrives?

Advice on Where to Start Investing £200/month for Early Retirement (UK-based)

If you had stocks in an all world ETF portfolio that you plan to put £250 per month for the next 40 years. Would taking out a loan of £30,000 and putting that into your portfolio to maximise compound interest early then paying the loan instead of the £250 to the portfolio be a good idea?

self assessment software for managing UK taxes efficiently?

Thoughts on this advert?

[Dev Feedback] I built a UK personal finance app (Expenzez) to genuinely help with money struggles – what are your biggest pain points and what features do YOU need?

Look for advice on my startup 'idea' on financial guidance in the UK

Prudential - advice for a finance amateur

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Lack of money is the root of all evil.

— George Bernard Shaw

Hot posts

Irregular Roundup, 12th February 2026
Annual Portfolio Review 2020
Annual Portfolio Review 2019
Portfolio Review – Ten Years Gone
Leverage Recap
Van Tharp 7 – Stops and Exits
UK budget breakdown – income and spending
Becoming a Lloyd’s Name
Nobody knows anything
Freakonomics 4 – Names

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Technical Analysis Sheet
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