On the road to financial independence and beyond
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…
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…
I’ve recorded my spending since I started at university as a student over forty years ago. I used notebooks and cashbooks back then, but I now have just over twenty-five years of computerised records. This has required a bit of work to maintain to say the least, but it is a useful source of data.…
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…