My last portfolio update was on the 4th May, which was to cover the first 3 months of the year so far. This update brings us up to date. Since the end of March, it’s been a hectic couple of months on Continue reading Burford Capital & Kainos Group Updates – Portfolio Up 15%
This is a review of the investment portfolio for the first quarter of 2017. I am still playing catch-up and so this review is a month late. I started the year by switching from the TW Overseas Equity Unhedged Tracker Continue reading New Investments Outperform – Portfolio Up 8%
The old investment strategy was to hold regional investment funds in geographical areas that I thought would outperform over the mid to long term. I would then either invest new money into the funds that were under-performing or re-balance the Continue reading My New Investment Strategy For 2017
Before I get onto reviewing the investment performance for 2016 as a whole, I want to start with the last quarter of 2016. I set out with a strategy to invest in high yielding stocks which I thought were undervalued. Continue reading A Review Of The Investment Performance For 2016
In my article, Consolidate Your Pension Pots, I mentioned that I had consolidated my wife’s pensions and transferred the funds into a low cost Self Invested Pension Plan (SIPP). This now enables me to invest the proceeds into something meaningful Continue reading Pensions Are For Long-Term Investing, Not Trading!
It was the start of 2016 that we last had a stock market correction. Stock market corrections are technically a temporary pullback of 10% or more. Fear took over the market and most investors lost money during the month of Continue reading Buy On The Stock Market Corrections & Pullbacks
This is where my journey of self-directed wealth management started. The tracking of me and my wife’s long term assets and liabilities. These are our pension investments and my shares in my employers Share Incentive Plan (SIP). It’s a basic form of Continue reading The Beginning of Self-Directed Wealth Management