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.
Category: 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.
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?
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?
