Taking a View – Twenty Questions for Investors
Today’s post is a summary of the most important questions that every investor needs to answer for themselves.
7 Circles - your heavenly path through investment hell
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Annual Portfolio Review 2020
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 2019.
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Stock Screeners December 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
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AIM IHT Portfolio Update 31 – September 2020
Today’s post is the fairly regular update on the AIM IHT portfolio.
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SmallCap Growth Aim Portfolio 27 – November 2019
It’s time for another look at the SmallCap Growth AIM portfolio (SGAP). How have the last six months worked out?
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Passive ETF Portfolios – A Recap
Today’s post is another in the series following a passive investing Meetup group that I organise.
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Lazy Portfolios
Today’s post is another in the series following a passive investing Meetup group that I organise.
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8♣ – Don’t be Afraid of All Time Highs
Don’t be afraid of all time highs – they don’t mean that a crash is coming.
ISA ISA Baby
Today’s post looks at a recent report from the Resolution Foundation, which wants to restrict the use of ISAs.
Stock Screeners January 2023
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
January 2023 – Trades, Tips and Funds
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
How I Invest – SigNet Presentation
Today’s post contains the slides from a presentation that I gave to the Leicester Square branch of SigNet this morning.
Small Cap Quality Time – GMO
Today’s post looks at a recent paper on the merits of Small Cap Quality.
Disparity in Risk Parity
Today’s post covers a recent paper from NISA Investment Advisors, which looks at building a framework to assess the performance of risk parity managers.
Weekly Roundup, 9th January 2023
We begin today’s Weekly Roundup with a look forward to what 2023 might have to offer.
Annual Portfolio Review 2022
It’s that time of year again. Today we’ll be taking a look at how my overall portfolio performed last year.
