BPR Industry Review – An Alternative to DIY AIM for IHT?
Today’s post looks at the 2017 BPR industry review from intelligent partnership. Are there any offers that beat the DIY approach?
Category: Portfolios
AIM 100 – 2017 Update – Sectors and IHT
Today’s post is a look at the AIM 100 from two directions – which firms should be part of an IHT portfolio, and a sector breakdown.
Tech Stocks – UK or US?
Today’s post is about tech stocks. Do we need to cross the Atlantic to put together a portfolio, or are there attractive candidates here in the UK?
SmallCap Growth AIM Portfolio 16 – March 2017
Today’s post is an update on the SmallCap Growth AIM Portfolio, which is now two years old.
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.
EIS funds and portfolios – Fund Twenty8 and others
Today’s post is about EIS funds. We’re going to look at ways of investing in the Enterprise Investment Scheme that might offset some of the risks.
Bonkers Portfolio 4 – November 2016
Today’s post is an update on the Bonkers Portfolio, a momentum portfolio which has now reached the nine-month mark.
SmallCap Growth AIM Portfolio 15 – November 2016
Today’s post is an update on the SmallCap Growth AIM Portfolio, which has now reached the eighteen month mark.
