Robo Advisors 12 – PensionBee Revisited
We first looked at PensionBee back in October 2016, but they’ve cut their fees for larger portfolios, so it’s time for another look.
7 Circles - your heavenly path through investment hell
Weekly Roundup, 16th January 2018
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the online shopping boom in the UK.
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.
Quality Shares – A Stock Screen
Today’s post is an attempt to make a stock screen from the rules in Phil Oakley’s book on How to Pick Quality Shares.
AIM IHT Update 8 – December 2017
Today’s post is the regular monthly update on the AIM IHT portfolio.
Weekly Roundup, 9th January 2018
We begin today’s Weekly Roundup in the FT, with their investing round-table for 2018.
Lack of Defined Ambition – CDC Pensions
Today’s post is about CDC Pensions (formerly known as Defined Ambition schemes), which have been in the news on the back of a new Parliamentary Inquiry.
Idle Investor 1 – Lessons, Axioms, DIY and Assets
Today’s post is our first visit to a new book that I read over the Xmas break – The Idle Investor by Edmund Shing.
Robo Advisors 11 – Netwealth Interview
Today’s post is the transcript of an interview I carried out recently with the founders of robo-advisor NetWealth.
Sector Plays and the Stockopedia NAPS
Today’s post is about a new portfolio based on the best stocks in each sector of the market – the Sector Plays portfolio.
Annual Portfolio Review 2017
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 2017.
Leon Boros Stock Screen
Today’s post describes an attempt to make a stock screener that follows the rules used by UK investor Leon Boros – a Leon Boros Stock Screen.
