Model portfolio reviews

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...]

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...]

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...]

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...]