Model portfolio reviews

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

In this review of the UKVI portfolio I’m going to look at three things: Setting appropriate performance goals, tracking performance and … [Read more...]