In this half-year review I outline my portfolio's performance, take a brief look under the covers and run through each major buy or sell … [Read more...]
Model portfolio reviews
How the UK Value Investor portfolio performed in 2020
With 2020 finally over (good riddance) now is the traditional time for an annual performance review, and who am I to argue with … [Read more...]
These are my best and worst performing stocks through the pandemic (so far)
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings … [Read more...]
2019 Value investing portfolio review
Welcome to the annual UK Value Investor portfolio review, in which I either a) bask in the glory of my investing genius or b) role out a … [Read more...]
2018 Performance review and lessons learned
It's a new year and so once again it's time to dust off my model portfolio and review (and then try to improve) its performance. This … [Read more...]
Reviewing your portfolio’s returns and riskiness
The third quarter of 2018 is over, so it's time for another quarterly portfolio review. There are quite a few things to look at, so I've … [Read more...]
Defensive value performance review: 2018 Q1
Although I don't think it's a good idea to look at the value of your investments too often, I do think it's a good idea to carry out regular … [Read more...]
My investment performance in 2017: A very long review
2017 was another year of above average investment returns in what is now a very old bull market. As with previous year-end reviews, I’ll … [Read more...]
Portfolio review: 100% return over 6 years (high yield, low risk)
Here's a quick update on my high yield, low risk portfolio, which has now doubled in value over the last six years. Hopefully this review … [Read more...]