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Saturday, 27 July 2019

Dividends vs. drawdowns

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Dividends vs. drawdowns I read this Terry Smith article some time ago (also available on the FT site here ), and thought I should finally ...
Friday, 5 July 2019

2019 Mid-year review

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As we’re past the half way point of 2019 I thought I should reflect on how the portfolio has performed and how I’ve progressed against my go...
Friday, 28 June 2019

June 2019 portfolio update

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June saw a recovery after the May mini-selloff, a shame in a way as a few things on the shopping list were starting to have attractive price...
Monday, 17 June 2019

Index fun (ds)

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On a rainy afternoon I decided to learn a bit more about Index funds, partly to understand if they should play more of a role in my investin...
Saturday, 1 June 2019

May 2019 portfolio update

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Most of May was dominated by Trumpy being particularly bonkers. Then came the latest chapter in the Brexit omnishambles, and the PM resignin...
Thursday, 9 May 2019

Sell in May (or October)?

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2018 Winter slide From the start of October 2018 until the end of December 2018 the stock markets saw a pretty big sell off. Various conce...
Wednesday, 1 May 2019

April Portfolio and Purchases

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After a slight hiatus during March, life was back to normal in April. The March pause meant I had some budget carrying over into April so 2 ...
Friday, 12 April 2019

Diversification - Japan

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Geographical restrictions Currently my portfolio is entirely invested in businesses listed in London, although they are mainly large int...