Portfolio reviews

Collecting My Thoughts

With two young kids at home for a week already, this blog is going to be a lot more sporadic…

5 years ago

2019 Review: Bumper Year, Bumper Decade

I matched the global indices last year with a return of 21.9% and a solitary losing position of just 1.2%.…

6 years ago

Q3 2019: One Eye On The Pound

Some memories stick with you. I was working for a few weeks in Zimbabwe in the late 1990s and I…

6 years ago

My 2019 Half-Time Report

My portfolio has returned 15.5% so far this year, a whisker behind global markets. I've also said goodbye to City…

6 years ago

Q1 2019: Are You Sitting Uncomfortably?

One respected investor reckons equity investors are uncomfortable with the risk they are taking on and that caused the big…

6 years ago

2018 Review: Reshuffling My Pack

2018 was an unusually busy year for my portfolio as I continued to shift both towards a more global outlook…

7 years ago

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