7 Circles - your heavenly path through investment hell
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Annual Portfolio Review 2019
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 2019
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
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AIM IHT Portfolio Update 29 – November 2019
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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The £1M Portfolio and The 7 Circles 100
Today’s post is an introduction to a master list of ETFs & Investment Trusts that can be used as the basis of any portfolio. It’s called the 7 Circles 100.
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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.
Factor Investing 4 – RA Symposium
Today’s post is the fourth in a series on factor investing, otherwise known as smart beta. We’re going to look at a symposium hosted by Research Associates in California.
ESG Portfolio 5 – Corona Review
Today’s post is the fifth about an ESG Portfolio that I put together at the start of 2020.
Weekly Roundup, 1st June 2020
We begin today’s Weekly Roundup with another look at whether current market levels are justified.
The DIY Financial Advisor 4 – Risk Management and Stock Selection
Today’s post is our fourth visit to the book – The DIY Financial Advisor (from the team at Alpha Architect).
Stock Screeners May 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Weekly Roundup, 26th May 2020
We begin today’s Weekly Roundup in the FT with the Chart That Tells A Story, which this week was about inflation.
Sharpe Ratio
Today’s post is about the Sharpe Ratio, which compares the returns from an investment to their volatility / variability.
Expected Returns 7 – The Bond Premium
Today’s post is the seventh in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
May 2020 – Trades, Tips and Funds
Today’s post is another in the series of monthly roundups of the interesting investing tips I’ve come across, plus a summary of any trades that I make. Welcome to May 2020.
Weekly Roundup, 18th May 2020
We begin today’s Weekly Roundup in the Economist, where they were working out the costs of the lockdown.
The Sceptical Investor 4 – Bubbles, Valuations and Forecasts
Today’s post is our fourth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
