The Bonkers Portfolio – Momentum made easy
Today we’re going to look at a strategy that I mentioned in a tweet a few months ago. It’s called the Bonkers Portfolio, for reasons that will become clear.
Category: Portfolios
Building a Portfolio – Dividend Portfolio 3
Today’s post is about the qualitative factors that go into building a portfolio of dividend stocks. We’ll also take another look at screening for stocks.
Screening for Stocks – Dividend Portfolio 2
Today’s post is the second in our series on putting together a Dividend Portfolio. We’re going to be Screening for Stocks, using free stock screeners.
Starting a Dividend Portfolio
Today we’re going to take the first step towards putting together a Dividend Portfolio. Why might we need one and what’s so good about dividends?
SmallCap Growth AIM Portfolio 13 – New Year Review
Today’s post is a catch-up with the SmallCap Growth (AIM) Portfolio, which we haven’t looked at since late October.
Piggyback Portfolio 11 – New Year review
As part of our New Year Portfolio Reviews, we catch up with the Piggyback Portfolio, and outline our plans for the next twelve months.
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.
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.
Portfolio Tracking Spreadsheet part 8 plus SmallCap update 11
More work on the portfolio tracking spreadsheet, and another interesting week in the markets for the SmallCap Growth (AIM) portfolio.
Portfolio Tracking Spreadsheet part 7 plus SmallCap update 10
More work on the portfolio tracking spreadsheet, and a look at how the SmallCap Growth (AIM) portfolio weathered another volatile fornight in the markets.
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?
