portfolio

Here are links to some of my posts relating to individual shares, investment trusts, index funds and fixed interest securities.  I hope this may be useful to others as a starting point for their own research.

It may be worth repeating that my choice of investments are suitable for my personal situation and should not be taken as a recommendation. In many situations, a simple, diversified low cost tracker 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
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 - Q3 Update (end Sept 2016)
Collectives Income Portfolio - Consolidation & Update (July 2016)
Half Year Portfolio Review (end June 2016)
Compare ITs to Index Funds - Past 5 Yrs (June 2016)
Shares Portfolio - Sale & Update (Apr 2016)
Collectives Income Portfolio - End 2015 (Jan 2016)
Portfolio Review - End 2015 (Jan 2016)
Collectives Income Portfolio Review (end July 2015)
Half Yr Portfolio Review (end June 2015)
Individual Shares - Review & New Strategy (Mar 2015)

how much longer before I go for that walk!
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)

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)

pibs & fixed interest (2014/15/16)
Coventry BS - Final Results (Mar 2016)
Coventry BS - Final Results (Feb 2015)
Coventry BS - 2013 FY Results (Feb 2014)
Nationwide BS - FY Results (May 2014)

shares (2014)
Next Trading Update (Jan. 2014)
Dialight - Portfolio Sale (Again!)
Unilever - 2013 FY Results
Reckitt & Benckiser - 2013 FY Results (Feb 2014)
AMEC - FY Results for 2013 (Feb 2014)
Centrica - 2013 FY Results (Feb 2014)
Carillion - 2013 FY Results (Mar 2014)
IMI - New Portfolio Purchase (Mar 2014)
Nichols - 2013 FY Results (Mar 2014)
NEXT - Final Results (Mar 2014)
Legal & General - New Purchase (Mar 2014)
Booker - New Portfolio Purchase (Apr 2014)
Tesco - Final Results (Apr 2014)
Berkley Group - New Portfolio Purchase (May 2014)
Sainsbury - Final Results (May 2014)
Booker Group - Final Results (May 2014)
Berkeley Group - Final Results (June 2014)
DS Smith - Portfolio Re-Purchase (June 2014)
Plastics Capital - Final Results (June 2014)
Hargreaves Lansdown - New Purchase (July 2014)
BSkyB Expansion and FY Results (July 2014)
bhp billiton - Demerger and Final Results (Aug 2014)
IG Group - New Portfolio Purchase (Aug 2014)
Tesco Trading Update - Dividend Cut! (Aug 2014)
Hargreaves Lansdown - FY Results (Sept 2014)
Next - Interim Results (Sept 2014)
Charles Stanley - Portfolio Purchase (Sept 2014)
Tesco & Sainsbury Top Ups (Sept 2014)
Tesco Interim Results (Oct 2014)
Imperial Tobacco - Final Results (Nov 2014)
Sage Group - Final Results (Dec 2014)
Berkeley Group - Interim Results (Dec 2014)

investment trusts/etf (2014)
Bankers - Final Results (Jan 2014)
Edinburgh IT - New Manager (Jan 2014)
Aberforth Smaller - Final Results (Jan 2014)
Temple Bar - Full Year Results (Feb 2014)
Law Debenture - 2013 FY Results (Feb 2014)
Murray Intl. - 2013 FY Results (Mar 2014)
Dunedin Inc. Growth - Full Yr Results (Mar 2014)
Edinburgh - FY Results (May 2014)
Personal Assets - Portfolio Sale (June 2014)
Invesco Inc. Growth - Final Results (June 2014)
Murray Income IT - Final Results (Sept 2014)
City of London IT - Final Results (Sept 2014)
New City High Yield - Final Results (Oct 2014)
Schroder Oriental Income - Final Results (Nov 2014)
Henderson FE Income - Final Results (Nov 2014)
Finsbury Trust - Final Results (Dec 2014)


annual/half-yearly portfolio summary/reviews
Inv. Trust Income Portfolio - End 2014 Review (Dec 2014)
End 2014 Portfolio Review (Dec 2014)
SIPP Drawdown Review (June 2014)
End 2013 Portfolio Review
Inv.Trust Income Portfolio - End 2013 Review
SIPP Drawdown Review (June 2013)3

shares (2013)
Individual Shares Portfolio (May 2013)
Reckitt & Benckiser (RB.)
Aberdeen Asset Management (ADN)
Greggs the Baker (GRG)
BSkyB (BSY)
Nichols (NICL)
Tesco(TSCO)
DS Smith (SMDS)
Sainsbury (SBRY)
RPC - Sale
BSkyB Full Year Results (BSY)
Reckitt & Benckiser Half Year Results (RB)
Diageo - FY Results (DGE)
Greggs - Sale (GRG)
BHP Billiton (BLT) - FY Results
Dialight - Portfolio Sale
Nichols (NICL) - New Purchase
Next (NXT) - New Purchase
AMEC
Imperial Tobacco FY Results (IMT)
Shares Portfolio Update (Nov. 2013)
Centrica (CNA) - New Purchase
easyJet (EZJ) - New Purchase
Dialight - Portfolio Re-Purchase (DIA)
Plastics Capital - New Purchase (PLA)
Sage Group - New Purchase (SGE)

investment trusts/etf (2013)
Investment Trust Portfolio (March 2013)
Murray International (MYI) 2012 Results
Law Debenture (LWDB) 2012 Results
Smaller Companies - Aberforth
Dunedin Income Growth (DIG)
Henderson Far East Income (HFEL)
Schroder Oriental Income (SOI)
Edinburgh (EDIN)
Vanguard All World High Yield (VHYL)
Invesco Income Growth (IVI)
Finsbury Growth & Income IT (FGT)
BlackRock N. American Income (BRNA)
Bankers (BNKR)
Aberforth Half Year Results (ASL)
Temple Bar Half Year Results (TMPL)
Law Debenture Half Year Update (LWDB)
IT Income Portfolio - August Update
Personal Assets Trust (PNL)
Murray Intl. (MYI) 2013 HY Results
Murray Income (MUT) 2013 FY Results
City of London (CTY) - 2013 FY Results
Dunedin Income (DIG) - 2013 Interim Results
B/Rock N. American (BRNA) - Portfolio Sale
New City High Yield (NCYF) - 2012/13 FY Results
Schroder Oriental Inc. (SOI)- 2012/13 FY Results
Edinburgh (EDIN) - 2013/14 Interim Results
Henderson Far East (HFEL) - 2012/13 Final Results
Personal Asset (PNL) - 2013/14 Half Yr Results
IT Income Portfolio - End 2013 Review

pibs & fixed interest (2013)
A Look at PIBS



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