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...]
Model portfolio reviews
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...]
Defensive value portfolio review: 2016 Q3
In this review of the UKVI portfolio I’m going to look at three things: Setting appropriate performance goals, tracking performance and … [Read more...]
Defensive value portfolio review – 2016 Q2
Now that the exceptionally volatile second quarter of 2016 is over, it’s time for another quarterly review of my defensive value model … [Read more...]
Model Portfolio update: 2016 Q1
The dividend-focused model portfolio which I have been running since March 2011 has beaten the market over its first five years, producing … [Read more...]
The UKVI defensive value portfolio returned 14.3% in 2015
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 … [Read more...]
Model portfolio update: Beating the market by 14% year to date
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) … [Read more...]
UKVI Portfolio review for 2015 Q2
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 … [Read more...]