Category: Investing

Financial review at 31 December 2019

Twelve months Summary This is an update on my previous reviews of four and six months ago. A total return for the year of 20.24% growth, slightly above the FTSE All Share total return index growth of 19.17%, results after draw down expenditure in a capital uplift of 15.87%. Six years of drawdown results As…

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Back in the UK

Last month I wrote about beginning to go global as I increased my non-UK exposure in response to the unstable political and economic situation. The impending general election could have resulted in a change of government to one much less supportive of business and of investors. In early November therefore I reduced my UK exposure…

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Beginning to go global

Last month I wrote about reviewing the situation. I was reviewing my 58% exposure to the UK against some possible alternatives. I was doing this because of the unstable political and economic situation arising from the Brexit impasse and the prospect of a general election. I wanted to have a plan ready in case I…

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The house of Woodford

I invest in funds and therefore I invest my hopes in fund managers and their investment performance. I am therefore glad to not be invested with the well-known fund manager Neil Woodford as his well won investment reputation has turned to ruin. Despite being a fund investor for around the same time as Neil Woodford…

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Reviewing the situation

Just over six months ago I wrote about the Brexit blues and how UK equities were relatively cheap compared to global and especially US equities. Since then UK equities have become even cheaper. This could be a value opportunity or a value trap. I’m now reviewing my 58% exposure to the UK against some possible…

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