Tag: Personal Finances

Margin of safety, February 2023

As stock market returns disappoint me, it is good to have portfolio income that is growing. It is also useful to have a margin of safety between income and expenditure when prices are rising. February One review of the month stated that “resilient economic data in February led to a move higher in bond yields…

Read the full article

Better times ahead, January 2023

January It was reported in a monthly market review by J. P. Morgan that “January has shown that after a difficult 2022, and with inflation now falling, both equities and bonds can deliver positive returns for investors.” They added that in the UK ”core inflation remained steady at 6.3% year on year” and “business surveys…

Read the full article

Three-year review to November 2022

Three years ago on 30 November 2019, things were different. In the UK we were amid a general election campaign. A choice between getting Brexit done and levelling up or embarking on the Corbyn experiment – or so we were told. We had not yet heard of Covid-19 or learned of its impact on lives,…

Read the full article