Model portfolio reviews

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 but infrequent portfolio reviews. In my case I do these reviews at the end of each quarter and, as you've … [Read more...] about Defensive value performance review: 2018 Q1

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 review my model portfolio’s performance against its various goals as well as the performance of the individual … [Read more...] about My investment performance in 2017: A very long review

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 will give you some ideas about how you can perform your own portfolio review, which is a critical part of … [Read more...] about Portfolio review: 100% return over 6 years (high yield, low risk)

This is just a quick update on recent events in the UK Value Investor model portfolio, including buys, sells and performance relative to a FTSE All-Share tracker. Before I get into the nitty-gritty, here’s a recap on the model portfolio’s … [Read more...] about Defensive value portfolio update: 2017 Q2

Another quarter has flown by and so it’s time again for a review of the defensive value portfolio’s progress against its primary goals. As well as just talking about performance, I’ll try to highlight areas of my approach to investing which you … [Read more...] about Defensive value portfolio review: 2017 Q1

The end of 2016 was an important milestone for the UK Value Investor model portfolio. It marked the end of the portfolio’s fifth full calendar year and so at last it is beginning to build up a meaningful performance track record. I say … [Read more...] about 2016 Portfolio review: Steady progress and still on target

In this review of the UKVI portfolio I’m going to look at three things: Setting appropriate performance goals, tracking performance and lowering risk. But first, a few general points: The portfolio holds 30 stocks, split about 50/50 between … [Read more...] about Defensive value portfolio review: 2016 Q3

Now that the exceptionally volatile second quarter of 2016 is over, it’s time for another quarterly review of my defensive value model portfolio and its performance against the FTSE All-Share. Recent performance: Brexit leads to surprise gains When … [Read more...] about Defensive value portfolio review – 2016 Q2

The dividend-focused model portfolio which I have been running since March 2011 has beaten the market over its first five years, producing double the market’s growth rate with less risk and a higher yield. In some ways I’m amazed that the … [Read more...] about Model Portfolio update: 2016 Q1

With 2015 almost in the bag this is a good time to sit back and review your investment performance for the year. For me there are a few things I'm most interested in checking: 1) Total returns, 2) dividend yield and 3) what I learned this year … [Read more...] about The UKVI defensive value portfolio returned 14.3% in 2015