In this review of the UKVI portfolio I’m going to look at three things: Setting appropriate performance goals, tracking performance and … [Read more...]
Model portfolio reviews
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...]
Portfolio review for Q1 2015
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. … [Read more...]
My dividend income portfolio review for 2014
The model portfolio which I talk about most often is an accumulation portfolio, but I also run and track a virtual dividend income portfolio … [Read more...]
Investment performance review for 2014
Well that’s another year in the bag, and not a particularly good one either. The FTSE All-Share produced a total return of about 2.7% while … [Read more...]