magazine archive


magazine archive

Case study

Investor diary: facing up to the inflation challenge

Thursday 19 Aug 2021

We’re pleased to welcome back Malcolm from Edinburgh who is sharing his experience as someone in retirement taking charge of their investments for the first time. This is part five of the series click to read parts one , two , three and four . In managing my retirement portfolio of 30 shares,...

How I invest: Turning £350,000 into £1.7 million

Thursday 12 Aug 2021

Roland has only been looking after his own investments for around eight years, but he has already turned £350,000 into £1.7 million. This includes an injection of £100,000 after a defined benefit pension was transferred into his SIPP (self-invested pension). The performance equates to an 18%...

How I invest: A career switch prompts an investments rethink

Thursday 29 Jul 2021

Embarking on the journey towards taking greater control over your own investments can be a daunting prospect, but sometimes life changing events can be the catalyst. Around four years ago Andy decided to take a permanent job after many years of contracting and was very pleased with the new role and...

How I invest: Farewell funds, hello shares

Thursday 17 Jun 2021

The coronavirus pandemic and the subsequent volatility in financial markets has made many people think again about their investments and review their portfolios. One such person is Robert from North Yorkshire, who has switched his SIPP and ISA investments from funds into shares as he looks to take...

Investor diary: looking for value and growth

Thursday 20 May 2021

We’re pleased to welcome back Malcolm from Edinburgh who is sharing his experience as someone in retirement taking charge of their investments for the first time. After a year-and-a-half of taking responsibility for investing for retirement through my SIPP and Stocks and Shares ISA, matters are...

How I invest: Switching to funds after mistakes with individual stocks

Thursday 15 Apr 2021

Picking individual shares can be a good investment strategy for an experienced investor who has a strong understanding of the stock market and has the time to do their own research. But none of us can get it right all the time and even investors like Alan from Fife, who has been investing since the...

Investor diary: Paying more attention to FTSE 250 stocks

Thursday 04 Feb 2021

Monday 9 November saw things change for investors as the surge of enthusiasm associated with finding a vaccine for Covid-19 buoyed markets. For the first time in many months the vast majority of my 30 shares rose markedly. This did not trigger a notable increase in buying and selling on my behalf...

How I invest: Using the strategies of Terry Smith and Nick Train to generate income

Thursday 28 Jan 2021

Following the professionals and mirroring what they do has long been a strategy used by some investors. John from Ruislip is among that group and follows the strategies of three well-known UK fund managers – Terry Smith, Nick Train and Keith Ashworth-Lord. He believes ‘they all clearly define their...

Investor diary: Expanding horizons

Thursday 12 Nov 2020

We’re pleased to welcome back Malcolm from Edinburgh who is sharing his experience as someone in retirement taking charge of their investments for the first time. Having explained out how he set up his first portfolio Malcolm turns to how he is managing his investments. In an earlier column I...

How I invest: aspiring to make a living from buying and selling stocks

Thursday 03 Sep 2020

There are many profound changes the world is currently going through. Digitalisation, growing artificial intelligence and virtual reality adoption, and shifting to renewable energy and a low carbon future are just a few of the trends which will see our world change dramatically in the coming years...

Pages