On the road to financial independence and beyond
This is an update on my portfolio for the month of August. This was another quiet month, with no changes, but with several dividends reinvested or received as cash in accordance with my standing instructions. I’m looking to make some small changes in early September. August I have prepared this month end based on the…
This is an update on my portfolio for the month of July. This was a quiet month. I made no investment changes in the month. Two dividends were reinvested and one was received as cash in accordance with my standing instructions. July I have prepared this month end based on the position at 29 July,…
Here is an update on my portfolio for the month of June. Investment changes In early June I sold small slices of my holdings in UK and Asia Pacific equity income investment trusts and added to my holdings in UK and Asia Pacific smaller companies’ investment trusts as part of my re-positioning from income to…
My investment approach of seeking income and growth is sometimes seen as being a poor alternative to seeking total return. I was reminded again of this by a comment (#13) on last weekend’s post on Monevator. I was inspired to pen a response. The original commenter said that “never selling, and being ok with it,…