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...]
Model portfolio reviews
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...]
Defensive value portfolio update: 2017 Q2
This is just a quick update on recent events in the UK Value Investor model portfolio, including buys, sells and performance relative to a … [Read more...]
Defensive value portfolio review: 2017 Q1
Another quarter has flown by and so it’s time again for a review of the defensive value portfolio’s progress against its primary … [Read more...]
2016 Portfolio review: Steady progress and still on target
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 … [Read more...]