magazine archive

magazine archive

Case study

Investor Diary: How I manage money in retirement

Thursday 11 Nov 2021

On an invested sum of £210,000, the return over two years on my SIPP and stocks and shares ISA active retirement portfolio of around 30 shares is 12.4% excluding dividend payments. I have been documenting my investing experience in Shares since August 2020 and these articles have provided readers...

How I invest: taking baby steps to achieve a 250% return

Thursday 28 Oct 2021

Enthusiastic investor David has lived an active life over his 75 years having worked on four different continents as far afield as Africa and Australasia, and in the process, he has accumulated six different pensions. David told Shares that when he was younger, he didn’t appreciate the importance...

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...