funds
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June 2024.
A positive month for the portfolio in June, up over 3%. To go with this was a small change in holdings; two funds go out and two new ones brought in. Continue reading
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First Year (2023-24) Portfolio Review.
My portfolio, at the end of its first year is showing a nice gain, though not quite beating my target index of the FTSE All World. Happy enough with this. The one thing learnt, don’t over-trade. Continue reading
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December 2023
The end of another year, with the month of December showing my portfolio up 3%, the FTSE 100 Index up 3.8% and the FT All World up 4.6%. So nice to be in a positive situation, but still under-performing against these two major indices. Of my 12 investments, two fell during the month, Man GLG Continue reading
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October 2023
October was not a brilliant month for the portfolio, there was a loss. However it did outperform most of the main world indices, so a little silver lining to a dark cloud. Continue reading
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September 2023
September showed a small portfolio gain, plus up over the last 6 months. Also beating the All World Index over the 6 month period. Continue reading
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June 2023
June, a month of a small gain in the portfolio, though under-performing compared to the FTSE All World Index. Three funds rotated out. Continue reading
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May 2023
A fall in the portfolio, but that’s what happens at times. The month also included two funds being replaced, and a few thoughts on when to sell. Continue reading
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April 2023.
First month of this portfolio with a small gain, slightly out performing my benchmark FTSE All World Index. A start I’m happy enough with. Continue reading
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Some Investment plans.
It’s the start of a new tax year so I’m going to track a virtual portfolio, though based on the transactions carried out on my pension fund. Continue reading
John's money ideas 