portfolio

Here is a breakdown of my current asset allocation and links to some of my recent articles. Most of my passive funds are listed on the 'trackers' page.  I hope this may be useful to others as a starting point for their own research.

July 2018 (click to enlarge)


It may be worth repeating that my choice of investments are unique to my stage of life (retired), risk profile and financial situation and should not therefore be taken as a recommendation. In many situations, a simple, diversified low cost multi-index fund such as Vanguard Lifestrategy could provide better returns with lower costs and less volatility so my advice would be to do your own research and take responsibility for your investment decisions.


annual/half-yearly portfolio summary/reviews
Investing for a Green Future (Nov 2018)
My Strategy is Evolving (July 2018)
Collectives Income Portfolio - Update (Mar 2018)
Portfolio Review - End 2017 (Dec 2017)
Collectives Income Portfolio - Update (Oct 2017)
Half Year Portfolio Review (June 2017)
Collectives Income Portfolio - Update (June 2017)
Collectives Income Portfolio - End 2016 (Jan 2017)
Portfolio Review - End 2016 (Dec 2016)
Collectives Income Portfolio - Consolidation & Update (July 2016)
Compare ITs to Index Funds - Past 5 Yrs (June 2016)
Collectives Income Portfolio - End 2015 (Jan 2016)
Individual Shares - Review & New Strategy (Mar 2015)

how much longer before I go for that walk!
collectives (2018)
Kames Div. Monthly Inc. - New Purchase (Jan 2018)
Aberforth Smaller - Final Results (Jan 2018)
Temple Bar - Full Yr Results (Feb 2018)
Tritax Big Box - Full Yr Results (Mar 2018)
RL Sust. Managed Growth - New Purchase (Mar 2018)
City Merchants Trust - 2017 FY Results (Mar 2018)
Mid Wynd IT - New Purchase (Apr 2018)
Scottish Mortgage - Full Yr Results (May 2018)
HICL Infrastructure - Full Yr Results (May 2018)
TR Property - Final Results (May 2018)
Edinburgh IT - Final Results (June 2018)
Capital Gearing - Full Yr Results (June 2018)
Equities Outperform Bonds? (June 2018)
Polar Capital Technology - New Purchase (June 2018)
Baillie Gifford Managed - New Purchase (July 2018)
Mid Wynd - Full Yr Results (Sept 2018)
Edinburgh Worldwide - New Purchase (Sept 2018)
City of London - Final Results (Sept 2018)
Woodford Patient Capital - New Purchase (Sept 2018)
Impax Env. Markets Trust - New Purchase (Oct 2018)
Baillie Gifford Positive Change - New Purchase (Oct 2018)
Smithson Inv. Trust - New Purchase at Launch (Oct 2018)
Investing for a Green Future Part 1 (Nov 2018)

collectives (2017)
Scottish Mortgage Trust - New Purchase (Jan 2017)
Aberforth Smaller - Final Results (Jan 2017)
HICL Infrastructure Trust - Purchase (Feb 2017)
Temple Bar - Final Results (Feb 2017)
Law Debenture - Final Results (Feb 2017)
Tritax Big Box REIT - Final Results (Mar 2017)
City Merchants Trust - 2016 Results (Mar 2017)
Scottish Mortgage - Final Results (May 2017)
Capital Gearing Trust - New Purchase (May 2017)
HICL - Full Yr Results (May 2017)
TR Property - Final Results (May 2017)
Edinburgh IT - Final Results (May 2017)
Preserving Some Capital (June 2017)
AJ Bell Passive Fund - New Purchase (Aug 2017)
City of London - Final Results (Sept 2017)
Scottish Mortgage - Interim Results (Nov 2017)
Finsbury Trust - Final Results (Dec 2017)

shares (2016)
Unilever - 2015 FY Results (Jan 2016)
IMI - Final Results (Feb 2016)
Amec Foster - Full Yr Results (Mar 2016)
L&G - Final Results (Mar 2016)
Next - Full Yr Results (Mar 2016)
Tesco - Full Yr Results (April 2016)
Berkeley - Interim Results (Dec 2016)
IG Group - Repurchase (Dec 2016)

collectives (2016)
Aberforth Smaller - Final Results (Jan 2016)
Temple Bar - Full Year Results (Feb 2016)
Murray Intl. - Final Results (Mar 2016)
City Merchants HY Trust - Final Results (Mar 2016)
Dunedin Income - Final Results (Apr 2016)
Finsbury Gr & Inc Trust - Interims (May 2016)
Edinburgh - Final Results (May 2016)
Invesco Income Growth - Final Results (June 2016)
Murray Income - Final Results & Portfolio Sale (Sept 2016)
City of London - Final Results (Sept 2016)
Tritax Big Box REIT - New Purchase (Oct 2016)
New City High Yld - Final Results (Oct 2016)
TR Property IT - New Purchase (Nov 2016)
Finsbury Gr & Income - Final Results (Dec 2016)

shares (2015)
Tesco - Trading Update (Jan 2015)
IG Group - Interim Results (Jan 2015)
Unilever - 2014 FY Results (Jan 2015)
Imperial Tobacco - Portfolio Sale (Jan 2015)
Reckitt & Benckiser - Final Results (Feb 2015)
Centrica - Dividend Cut! (Feb 2015)
IMI Group - Final Results (Feb 2015)
Legal & General - Final Results (Mar 2015)
Nichols - Final Results (Mar 2015)
NEXT - Full Year Results (Mar 2015)
Amec Foster - Final Results (Mar 2015)
Portfolio Sales - Charles Stanley & Diageo (Apr 2015)
Sainsbury - Final Results (May 2015)
Booker - Final Results (May 2015)
Berkeley Group - Final Results (June 2015)
Sky - Full Year Results (July 2015)
bhp billiton - Full Year Results (Aug 2015)
Share Portfolio Sales/Purchase (Sept 2015)
Berkeley - Interim Results (Dec 2015)

collectives (2015)
Bankers IT - Final Results (Jan 2015)
Aberforth Smaller - Final Results (Jan 2015)
Temple Bar - Final Results (Feb 2015)
Murray Intl. - Final Results (Mar 2015)
Vanguard UK Income Tracker - New Purchase (Mar 2015)
Dunedin Income - Final Results (Mar 2015)
Vanguard Asia Pacific ETF - New Portfolio Purchase (May 2015)
Finsbury Gr & Income Trust - Interims (May 2015)
Vanguard LifeStrategy 60 - New Purchase (May 2015)
Edinburgh IT - Final Results (May 2015)
A New ISA Platform For My Funds (May 2015)
Invesco Income - Final Results (June 2015)
Vanguard All World High Yield ETF Review (June 2015)
Murray Income - Final Results (Sept 2015)
City of London - Final Results (Sept 2015)
New City HY - Final Results (Oct 2015)
Finsbury Gr & Income Trust - Final Results (Dec 2015)
Vanguard LifeStrategy - Interim Report (Dec 2015)





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