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 … [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...]

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...]

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...]

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...]