oeic
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February 2024
My portfolio shows a nice gain for Feb. There was one sell and one buy during the month which hopefully will give the portfolio an extra added uplift. Continue reading
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January 2024
A good start to the year of 2024. The portfolio’s up and out-performing my benchmark indices. Five individual investments up over 4%, but one looking rather dull. 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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August 2023
A negative investing month, but is it glass half empty or glass half full? 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 