My New Investment Strategy For 2017

New Investment Strategy

What Was The Old Investment Strategy for 2016? 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 portfolio periodically. When I first started to track our investments just over…

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A Review Of The Investment Performance For 2016

Reviewing Our Investment Performance for 2016

First, A Review Of The Last Quarter 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. As it turns out, that wouldn’t have been a bad investment strategy. Or…

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Pensions Are For Long Term Investing, Not Trading!

Stock Market Trading

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 which will blossom over time, hey? Ummmm. OK, that’s what should have happened. The operative word being INVEST! Now to…

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Buy On The Stock Market Corrections & Pullbacks

MSCI World Index

A Missed Opportunity To Buy On The Last Stock Market Correction 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 January. There were concerns over the state of the global…

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The Beginning of Self-Directed Wealth Management

Assets & Liabilities on 15th January 2016

The Beginning 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 tracking but it was a start. Although we have been saving and investing in pensions already for most…

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