Model portfolio reviews

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

My defensive value model portfolio is ahead of the market by just under 14% so far this year. The reasons are 1) a sensible strategy and 2) some luck. To be honest, the FTSE 100 and FTSE All-Share are not providing much in the way of competition … [Read more...] about Model portfolio update: Beating the market by 14% year to date

How time flies. Another quarter of a year has passed and so it’s time for me to review the UKVI Portfolio once again. That makes me happy because portfolio construction is one of my favourite topics (sad, I know). Note that while this is a virtual … [Read more...] about UKVI Portfolio review for 2015 Q2

Each quarter I review the UKVI Portfolio to make sure it’s doing what it’s supposed to be doing, or to give an explanation if it isn’t. But before I get into the gritty details of whether the portfolio is up or down I’d like to draw your … [Read more...] about Portfolio review for Q1 2015

The model portfolio which I talk about most often is an accumulation portfolio, but I also run and track a virtual dividend income portfolio as well. Both portfolios date back to 2011 and they make exactly the same trades, at the same time, and … [Read more...] about My dividend income portfolio review for 2014