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?
Category: Portfolios
Portfolio Tracking Spreadsheet part 6 plus SmallCap update 9
More work on the portfolio tracking spreadsheet, and a look at how the SmallCap Growth (AIM) portfolio weathered a bumpy month in the markets.
Portfolio Tracking Spreadsheet part 5 plus SmallCap update 8
We continue to build our portfolio tracking spreadsheet, and take a look at how the SmallCap Growth (AIM) portfolio weathered this week’s correction.
Portfolio Tracking Spreadsheet part 4 plus SmallCap update 7
We finally start to build our portfolio tracking spreadsheet, and along the way grab an update on the progress of the SmallCap Growth (AIM) portfolio.
Amati on AIM stocks
We look at a talk from Amati Global Investors on AIM stocks. Do you know your Lamborghinis from your Caterhams?
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?
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
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.
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.
SmallCap Growth Portfolio 6 – PaulyPilot’s Value Report
SmallCap Growth Portfolio 6 – we look at stocks reviewed in Paul Scott’s SmallCap Value Report to try and fill the last four places in our portfolio.
Investment Trust Portfolio 2 – Money Week
Our second post on the topic of constructing an Investment Trust portfolio looks at the portfolio run by Merryn Somerset Webb at MoneyWeek.
SmallCap Growth Portfolio 5 – Carmensfella
SmallCap Growth Portfolio 5 – we catch up with progress after a break, and review the top ten AIM-listed holdings of Carmensfella
