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Photo by Marius Christensen on Unsplash

Collecting My Thoughts

With two young kids at home for a week already, this blog is going to be a lot more sporadic over the next few months. But I wanted to set out some thoughts on how the bear market has impacted me so far and what I’m planning to do.

Collecting My Thoughts

Q3 2019 portfolio review: some £20 notes, Photo by Colin Watts on Unsplash

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 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. “What’s the problem?”, we asked.

Q3 2019: One Eye On The Pound

Steps going up and down, Photo by Mohammad Bagher Adib Behrooz on Unsplash

My 2019 Half-Time Report

Stock markets never fail to surprise. The heavy fall at the end of 2018 seems to be long-forgotten, and global markets have been making all-time highs again. In pound terms, they rose 16.5% over the first six months of the year (and a further 3% in the first three days of July). My 2019 Half-Time Report

2018 review, Photo by Jack Hamilton on Unsplash

2018 Review: Reshuffling My Pack

I don’t consider myself to be an active trader. In a normal year, I’ll reinvest some dividends every few months and add some fresh money to my ISA in April or May. That’s usually it.

If I am feeling particularly energetic, I might sell a holding that doesn’t seem to cut the mustard anymore and reinvest the money elsewhere. Then I might need to lie down for a few years to recover!

2018 Review: Reshuffling My Pack


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