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Sunday, 1 September 2019

August 2019 portfolio update

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Plenty of things pushing the markets around over the last month, Trumpy tariffs, Bojo's Brexit plans, Iran, Hong Kong...as a consequence...
Wednesday, 21 August 2019

Time in the market

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Time in the market vs. Timing the market A quick google of sensible places to invest one's excess cash quickly brings back article a...
Friday, 2 August 2019

July 2019 portfolio update

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Lots of companies giving updates during July, so some quite big price moves both up and down, but the markets were maintaining their overall...
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 ...