Tag: Investing

Edging up to new peaks, March 2022

Since I wrote two weeks ago my investment returns have edged upwards so I’m slightly up on the year despite the events of the year. Capital values show a tiny reduction but my portfolio income continues to exceed my expenditure allowing total assets to increase. March The FTSE All Share Total Return index, my chosen…

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The impact of war, February – March 2022

Russia invaded Ukraine on Thursday 24 February. This followed several weeks when it was apparent that Russia had mobilised an army on its borders with Ukraine. In my view this is a significant historic event and is a humanitarian disaster, but I’m going to concentrate on the personal financial and portfolio impact of it in…

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More or less flat, January 2022

As at Friday (28th January) my portfolio was down only 1.23% for the year so far, and about 0.22% of that was drawdown spending. A 1.01% fall is like one bad day so nothing to get too excited about for me and my portfolio. Monday (31st January) was then a better day so the month’s…

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The Santa rally, December 2021

The headline after the stock market closed on Christmas eve read “‘Santa rally’ sees FTSE 100 hit 22-month high on Omicron optimism.” The article then stated that “data suggesting the variant is not as severe as feared pushes index close to pre-pandemic levels.” A week later on reviewing my portfolio for the month of December…

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