Tag: Investing

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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Financial review at 31 August 2019

Eight months Summary A total return in the year to date of 9.92%, slightly behind the index, results after drawdown expenditure in a capital uplift of 7.24%. Drawdown As I am not earning any income from employment any more, I am in drawdown in that I am drawing down some of my financial assets each…

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Holding your nerve during a stock market tumble

It has been reported that “only 18 per cent of investors said they stuck with their investment plans during the volatile three-month period at the end of 2018” when “the MSCI World index fell 13.9 per cent, the 11th worst quarterly fall since 1970”. The Schroders Global Investor Study 2019 added that “In the final…

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