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.
Category: Core
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?
ETF Portfolio — IC Top 50 ETFs part 2
We finish our look at the Investors Chronicle’s list of the Top 50 ETFs with funds from Asia, and those covering bonds, commodities and private equity.
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…
