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Model portfolio review: October 2014
As we head out of the rather late summer towards winter it’s time for me to review the UKVI defensive value model portfolio once again. The first thing I have to point out, as always, is that investors...
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Case study: Investment in Greggs PLC shares returns 30% in less than 2 years
In December 2012 I invested 3.4% of the UKVI defensive value model portfolio into Greggs PLC and also added it to my personal portfolio too with a similar allocation. Last week I sold those shares for...
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[Investment review] Imperial Tobacco returns a stress free 27.8% in just...
Imperial Tobacco is the epitome of a defensive company. It generates a steady flow of cash from millions of loyal customers who spend small amounts of their income on the company’s products every day,...
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Investment performance review for 2014
Well that’s another year in the bag, and not a particularly good one either. The FTSE All-Share produced a total return of about 2.7% while total earnings and dividends from FTSE 100 companies barely...
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My dividend income portfolio review for 2014
The model portfolio which I talk about most often is an accumulation portfolio, but I also run and track a virtual dividend income portfolio as well. Both portfolios date back to 2011 and they make...
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Why I’ve sold my shares in ICAP PLC
This is the story of how my investment in ICAP PLC worked out, including why I bought it, why I held it for almost 3 years and why I have now decided to sell. But before I get into the details, here...
View ArticleWhen beating the market is not enough
Beating the market is an obvious goal for active investors. After all, if you’re not beating a zero-effort passive index, why go to all the time and trouble of being active? This is true for both...
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Balfour Beatty and the risks of investing in contract businesses
When I bought Balfour Beatty in 2011 the company was still performing well despite some obvious headwinds in the UK and US due to recession-like conditions and government spending cuts in both...
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My portfolio review for Q1 2015
Each quarter I review the UKVI model portfolio to make sure it’s doing what it’s supposed to be doing, or to give an explanation if it isn’t. But before I get into the gritty details of whether the...
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Some lessons from my investment in Serco
Serco is the first investment to produce a net loss for the UKVI portfolio. As inevitable as this was, selling at a loss is still an unpleasant thing to do. But rather than cry over spilt milk, my task...
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UKVI Portfolio review for 2015 Q2
How time flies. Another quarter of a year has passed and so it’s time for me to review the UKVI Portfolio once again. That makes me happy because portfolio construction is one of my favourite topics...
View ArticleNew interactive stock screen
Ever since I started publishing an exclusive investment newsletter back in 2011, I’ve had requests for an interactive version of my defensive value stock screen. Originally it was (and still is)...
View ArticleManaging a dividend income retirement portfolio
Investing for retirement generally has two phases; accumulation and draw-down. Fortunately these two phases can both be accomplished using the same portfolio and in fact the same strategy. All you...
View ArticleNew interactive stock screen
Ever since I started publishing an exclusive investment newsletter back in 2011, I’ve had requests for an interactive version of my defensive value stock screen. Originally it was (and still is)...
View ArticleManaging a dividend income retirement portfolio
Investing for retirement generally has two phases; accumulation and draw-down. Fortunately these two phases can both be accomplished using the same portfolio and in fact the same strategy. All you...
View ArticleWhen beating the market is not enough
Beating the market is an obvious goal for active investors. After all, if you’re not beating a zero-effort passive index, why go to all the time and trouble of being active? This is true for both...
View ArticlePortfolio review: Q3 2021
2021 has been a pretty good year so far for the UK stock market. The FTSE 100 is up around 10%, the FTSE 250 is up around 18% and my portfolio of dividend stocks has also performed quite well. To read...
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