Weekly Roundup, 10th November 2015
Weekly Roundup for the UK Private Investor: cash, commodities, robo-advice, Pension ISA, housebuilders, wishful thinking, SDRs, China and Japan.
Author: Mike Rawson
Bill Lipschutz – Sultan of Currencies – Investor Profile
We look at Bill Lipschutz from New Market Wizards as part of our ‘Guru’ series – successful investor proflles with takeaways for the UK private investor.
Bollinger Bands – Technical Analysis 5
We build out our Technical Analysis Spreadsheet, adding graphs for historic moving averages (simple and relative) and for Bollinger Bands.
Michael Marcus – Blighting doesn’t strike twice – Investor Profile
We look at Michael Marcus from Market Wizards as part of our ‘Guru’ series – successful investor proflles with takeaways for the UK private investor.
All About Asset Classes
We look at the characteristics of the various asset classes, and build a portfolio for the UK private investor moving towards financial independence.
Starting a Technical Analysis Spreadsheet – TA 4
We start work on a live Technical Analysis Spreadsheet, importing historical data for a stock and an index, and running raw and relative MAs and 1yr ranges.
Weekly Roundup, 28th October 2015
Weekly Roundup for the UK Private Investor: stamp duty, IFA charges, parking scams, buy-to-let REIT, 1997 bull market again, oil, immigration, tax credits.
Stuart Walton – Back from the Abyss – Investor Profile
We look at Stuart Walton from Stock Market Wizards as part of our ‘Guru’ series – successful investor proflles with takeaways for the UK private investor.
3♥ – You need a Financial Plan
You need a Financial Plan – to cope with the bumps in the road and to reach your destination.
Portfolio Tracking Spreadsheet part 9 plus SmallCap update 12
More work on the portfolio tracking spreadsheet, and another week in the markets for the SmallCap Growth (AIM) portfolio.
