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?
Author: Mike Rawson
Who’s afraid of sequencing risk?
We re-visit current thinking around sequencing risk – are recent claims that it is exaggerated true, or should we still fear "pound cost ravaging"?
Weekly Roundup, 7th July 2015
Weekly Roundup for the UK Private Investor: retirement savings, stamps, benefits and tax credits, fracking and a half-year review of the markets.
Back-testing the Investment Trust Portfolio
We look at back-testing the Investment Trust Portfolio, and decide on a time frame, some benchmarks, a data source and trust substitutions
The future of retirement – NEST & the pension freedoms
We review "The future of retirement" – a report from the government’s workplace pension provider that examines what people might do with their pension pots.
Stock Screens – Joel Greenblatt’s Magic Formula
We take our first look at Stock Screens, beginning with the Magic Formula made famous by Joel Greenblatt. Does it work, and can we apply it to UK stocks?
Scottish Widows Retirement Report – record savings are not enough
We take a look at the Scottish Widows Retirement Report – people are saving more towards retirement than ever, but it’s still not enough.
Twenty years of AIM – should you invest?
The Alternative Investment Market celebrated its 20th birthday last week. We look back on twenty years of AIM and wonder whether it’s a good time to invest.
Weekly Roundup, 23rd June 2015
Weekly Roundup for the UK Private Investor: market complacency, P2P for SMEs, private wealth, UK fracking, alternative VC, true contrarians and Bitcoin
Investment Trust Portfolio 3 – Money Week part 2
We complete our look at the MoneyWeek Investment Trust Portfolio by deciding which of the 24 trusts they have recommended will be added to our portfolio.
Peer-to-peer lending – time to build a portfolio?
We look at the growth of the peer-to-peer lending market and the threats that it faces. Is it time to build your own P2P portfolio?
