Weekly Roundup, 19th April 2015
We begin today’s Weekly Roundup in the FT. where Merryn took at look at inheritance tax.
Tagged: Benchmark
Weekly Roundup, 8th March 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week the column was about FTSE 100 sectors.
Portfolio Review – Year End 2015 – Slow Ahead
It’s the first week of January once more, and time for my annual Portfolio Review. Let’s look at my performance over the past twelve months.
Weekly Roundup, 18th August 2015
Weekly Roundup for the Private Investor: fund platforms, charities, China’s devaluation, automation and jobs, Bitcoin fork, short-termism and stock markets.
Rate of Return – Time is not Money
We take a look at Rate of Return: time- and money-weighted, what’s best for fund managers and private investors, and how to tell if you’re adding value.
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?
Weekly Roundup, 16th June 2015
Weekly Roundup for the long-term UK Private Investor: lifestyling, bull market, China, executive pay, the next recession, CAPE critique, pensions & El Nino.
Portfolio Review – Year End 2014
7 Circles Annual Portfolio Review – Year End 2014: how did we do against our benchmark?
Benchmark for Annual Portfolio Review
Today is the first day of the new year. This means that I have to start the annual review of my portfolio’s performance. Before I do that, I need to work…
UK Private Investor Weekly, 3rd Nov 2014
Weekly roundup for the long-term UK Private investor: active fund fees, paid advice, banks, traded life policies, German property, alternative assets.
