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.
7 Circles - your heavenly path through investment hell
Weekly Roundup, 20th October 2015
Weekly Roundup: UK miners, buy-to-let, P2P ISAs and SIPPs, pension transfers, divorce, economics Nobel, merger arbitrage and the current account deficit.
Luke – The Big Picture – Investor Profile
We look at "Luke" from Free Capital as part of our ‘Guru’ series – successful investor proflles with takeaways for the private investor in the UK.
Robo Advisors – Any Good Ones Yet?
We catch up with ready made portfolios, looking at three new robo advisors and comparing them to the three from last time. Do any beat DIY investing?
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.
Weekly Roundup, 13th October 2015
Weekly Roundup for the UK Private Investor: state pension, private pensions, IA boss ousted, corporate tax, Lloyds offer, China on AIM, Buffett after 50
VAMO Hedge – Playing Offense And Defense
We look at a paper from Meb Faber which introduces the VAMO Hedge portfolio as a way to increase returns yet reduce volatility and maximum drawdowns.
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.
Weekly Roundup, 6th October 2015
Weekly Roundup for the UK Private Investor: market signals, Asian slowdown, dividend cover falls, anti-capitalism, consolidation in cars and property taxes
Colm O’Shea – Investor Profile
We look at Colm O’Shea as part of our ‘Guru’ series – successful investor proflles with takeaways for the private investor in the UK.
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?
