Annual Portfolio Review 2017
It’s that time of year again. Today we’ll be taking a look at how my overall portfolio performed last year. Stay tuned for the Annual Portfolio Review 2017.
Category: Mike’s portfolio
How to protect your portfolio
Today’s post is a look at the steps you can take to protect your portfolio against a possible downturn.
FIRE Prowess Gauge – Chain Gang No 2
Today’s post is my second that forms part of a chain of linked posts by finance bloggers on both sides of the Atlantic. It’s about the FIRE Prowess Gauge.
Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
Today’s post is about Pension Drawdown. After sixteen months, I’m finally going to take some money out of my pension. And I’m going to use the UFPLS.
Annual Portfolio Review 2016
It’s that time of year again. Today we’ll be taking a look at how my overall portfolio performed last year. Stay tuned for the Annual Portfolio Review 2016.
Project X-Ray – What’s in the Box?
Today we’re going to start Project X-Ray – a look at my legacy investment accounts to see if any holdings fit within the 7 Circles portfolios.
Portfolio Review – Ten Years Gone
Today it’s the 10-year Portfolio Review. I’m going to look back over a decade of my personal portfolio’s results, to work out just how much value I’ve added.
Portfolio Review – Year End 2015 – Slow Ahead
It’s the first week of January once more, and time for my annual Portfolio Review. Let’s look at my performance over the past twelve months.
Moving into Pension Drawdown – Happy Birthday to Me!
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?
Portfolio Review – Year End 2014
7 Circles Annual Portfolio Review – Year End 2014: how did we do against our benchmark?
Benchmark for Annual Portfolio Review
Today is the first day of the new year. This means that I have to start the annual review of my portfolio’s performance. Before I do that, I need to work…
