All About Asset Classes
We look at the characteristics of the various asset classes, and build a portfolio for the UK private investor moving towards financial independence.
7 Circles - your heavenly path through investment hell
Starting a Technical Analysis Spreadsheet – TA 4
We start work on a live Technical Analysis Spreadsheet, importing historical data for a stock and an index, and running raw and relative MAs and 1yr ranges.
Weekly Roundup, 28th October 2015
Weekly Roundup for the UK Private Investor: stamp duty, IFA charges, parking scams, buy-to-let REIT, 1997 bull market again, oil, immigration, tax credits.
Stuart Walton – Back from the Abyss – Investor Profile
We look at Stuart Walton from Stock Market Wizards as part of our ‘Guru’ series – successful investor proflles with takeaways for the UK private investor.
3♥ – You need a Financial Plan
You need a Financial Plan – to cope with the bumps in the road and to reach your destination.
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.
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.
