As promised the first part of the Real World portfolio review demonstration is now available to subscribers. It includes links to summary data that will be used as part of the process. The article will grow gradually as I have time to write it and hopefully at a pace that allows interested readers to get to grips with the material and ask any questions.
Portfolios
Portfolio reviews – practical demonstration (m)
May Watching Brief Published (m)
Melt up? (m)
Continuing with a discussion on the apparent optimism reflected in rising stock market valuations, I thought I would post a note on a possible technique for dealing with the pressure to buy that all of use feel in such situations. This stems mainly from the well known psychological bias – the fear of missing out (FOMO).
New article on portfolio reviews (m)
I have added a detailed article on how a periodic investment portfolio review process ought to operate to the member only tab “Long Reads”. It is not a subject that can be covered succinctly!
Given that adviser clients pay most of their hefty fees to supposedly keep their portfolio in shape, I think investors need to know what ought to be happening. DIY investors will hopefully find the article useful as a checklist of actions. Feedback and comment are welcome as ever.
Putting money in the UK stock market in a post Brexit world (m)
Introduction
I have been thinking for a while that the relative underperformance of the UK stock market, compared to other global investment destinations like the USA, means it is somewhere I would want to put money once the ‘indecision’ risks relating to Brexit are out of the way.