Model portfolio reviews

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...]

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...]

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...]

As we head out of the rather late summer towards winter it’s time for me to review the UKVI defensive value model portfolio once … [Read more...]

We're halfway through the year and so it's time to take another look at how the UKVI model portfolio is getting along. The first thing to do … [Read more...]

The UKVI Defensive Value Model Portfolio celebrated its third birthday at the start of March, so this quarterly update is the first chance … [Read more...]

The defensive value investing model portfolio and its investment strategy did what they were supposed to do in 2013, by producing a high and … [Read more...]