Tag: Personal Finances

Bouncing back, November 2022

November was marked by a strong bounce in my portfolio and in its benchmark the FTSE All Share total return index. That index is now at an all-time peak for a month end according to my records. This despite the Ukraine war and other recent events. Is the market anticipating better times ahead perhaps? November…

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Reducing my home bias, October 2022

October saw the implosion of the Truss-Kwarteng economic policy in the UK. Markets continued to drift mostly downwards in the first half of the month. I was, however, inspired to make some portfolio changes that further reduced my holdings in UK equities. October The FTSE All Share Total Return index, my chosen benchmark, rose by…

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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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