Scores on the doors…drumroll please…the portfolio this year has return to form with a very pleasing 25.6% return and a 3.9% dividend yield. This has been the best year on record although as a friend pointed out, it was definitely a year to be overweight UK equities with the FTSE strongly outperforming the S&P 500. […]
2025 Annual Review – A Portfolio Re-Architecture Read More »
Every January, investors conduct the same familiar exercise – an exercise which is rapidly approach again. Twelve months of market activity are compressed into a neat sequence of charts and percentages, then we draw conclusions with an air of finality that the underlying evidence does not support. The problem is not that annual reviews exist.
What a six months it’s been! I can hardly believe we’re already in July after what seems like a non-stop whirlwind of events – both personal and geopolitical. We’ll start with the good news, being that in June of this year I officially became the Senior Bid Manager in my team, taking over from a
When I first started writing this blog back in 2015, I was only a few years into my investing journey, and was just starting to get to grips with the world of investing. Since then, I’ve met dozens of private investors in all sorts of circumstances – from social events in Windsor (ever been to
Having started investing over ten years ago, I can now say with reasonable confidence that success takes hard work. Grande Sorpresa. After losing 11% in 2022, I have just managed to squeak out a fantastic 0% return. Yes, that’s right, after a whole year of hard work, I’ve managed to go precisely nowhere (compliments can
Let’s start with the nasty bit – year to date, my portfolio is down 7%. Yes, that’s right, after losing 11% in 2022, my portfolio is already down another 7% in the first six months of 2023. So, take a deep breath, top up the coffee, and let’s see how I’ve managed to lose another
Another year draws to a close and 2023 begins. After an incredibly successful 2021, I ended this year with my portfolio down 11% – my first ever loss in a year of rampant inflation, an energy crisis, the start of the Ukrainian war, routing stock markets and the collapse of tech, crypto and growth shares.
This blog is probably a surprise to any readers who read my site regularly as I haven’t made a post in over six months and have been fairly absent from Twitter. Where to begin? Well, I should start with the exciting news; I got married! Not only did I get married in October but my
Well. What a year. 2020 is going to be long remembered by many investors (myself included) for being their first ‘real’ bear market. According to my trading journal, my worst official month for the year was March, when I was down over 18% in a month and looking at a total decline of over 23%.
