Weekly Roundup, 20th July 2015
Weekly Roundup for the UK Private Investor- debt vs equity, income investing, Apple Pay, higher rate tax, public pensions, housing and the City’s future.
- 7 Circles - your heavenly path through investment hell -
Amati on AIM stocks
We look at a talk from Amati Global Investors on AIM stocks. Do you know your Lamborghinis from your Caterhams?
Retirement Money Show, June 2015
We sort the wheat from the chaff in the twenty-one presentations at the Retirement Money Show over at the QE II conference centre in Westminster.
Weekly Roundup, 15th July 2015
Weekly Roundup for the UK Private Investor: income tax, property, buy-to-let, UK debt, tax credits, china stocks, price comparison sites and charities.
Financial Capability in the UK
We look at financial capability in the UK through the lens of three government reports and an opinion poll. What can be done to improve things?
Backtesting the Investment Trust Portfolio – the results
The back-testing of the Investment Trust Portfolio is complete, and the results are in. How did the portfolio stack up against the benchmark?
Who’s afraid of sequencing risk?
We re-visit current thinking around sequencing risk – are recent claims that it is exaggerated true, or should we still fear "pound cost ravaging"?
Weekly Roundup, 7th July 2015
Weekly Roundup for the UK Private Investor: retirement savings, stamps, benefits and tax credits, fracking and a half-year review of the markets.
Back-testing the Investment Trust Portfolio
We look at back-testing the Investment Trust Portfolio, and decide on a time frame, some benchmarks, a data source and trust substitutions
The future of retirement – NEST & the pension freedoms
We review "The future of retirement" – a report from the government’s workplace pension provider that examines what people might do with their pension pots.
Stock Screens – Joel Greenblatt’s Magic Formula
We take our first look at Stock Screens, beginning with the Magic Formula made famous by Joel Greenblatt. Does it work, and can we apply it to UK stocks?
