Tag: Portfolio reviews

I decided to take up running on my 30th birthday after realising my 20s lifestyle, though not overly excessive, had given me a bit of a paunch.

After a few decades of investing, it’s tempting to think that you’ve seen it all. But the stock market, not to mention the real world, never fails to surprise.

I matched the global indices last year with a return of 21.9% and a solitary losing position of just 1.2%. But few years are likely to turn out this well, so it’s important not to get carried away.

Some memories stick with you. I was working for a few weeks in Zimbabwe in the late 1990s and I still recall the events of one afternoon in particular. We were there with a small local team and I remember the shocked look on their faces as they trudged back into the office after lunch.…

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My portfolio has returned 15.5% so far this year, a whisker behind global markets. I’ve also said goodbye to City of London, spreading the proceeds over a number of existing holdings.