magazine archive

magazine archive

Case study

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...

Investor diary: Taking control of my pension

Thursday 06 Aug 2020

We’re pleased to introduce Malcolm from Edinburgh who will share his experience as someone in retirement properly taking charge of their investments for the first time. Discover how he set up his first portfolio and in future articles Malcolm will explain how he is managing his investments. Malcolm...

How I invest: Profiting from the stock market dip

Thursday 30 Jul 2020

Aware in February that the coronavirus pandemic could cause a severe market correction, John from Reading and his wife decided to shift around a quarter of their portfolio into cash. Having retired eight years ago, John says he and his wife would normally keep around two years’ worth of living...

How I invest: rebuilding an ISA to save for retirement

Thursday 11 Jun 2020

Having invested in shares since he was a kid, Duncan from London is using his investment expertise to rebuild his ISA after spending most of his savings on house renovations. Duncan, who is in his early 40s, has been investing actively for around 15 years. He works full-time and owns his own home...

How I invest: trading the markets for short-term gains

Thursday 05 Mar 2020

The majority of individuals featured in Shares ’ case study series to date have been long-term investors, happy to buy and hold stocks with the occasional bit of trading on the side. This time we tell the story of Michael, a 29-year-old from Newcastle whose interest in the markets is entirely...

How I invest: managing a concentrated portfolio of stocks

Thursday 16 Jan 2020

With just over 20 years’ investing experience under his belt, Dave from Staffordshire has honed his skills to be able to run a concentrated portfolio entirely out of small, medium and large cap stocks. The 46-year-old public sector worker first began putting money into the markets in 1999. ‘I...

How I invest: the switch from day trading to long-term investing

Thursday 21 Nov 2019

‘I’m a nervous investor who had dreams of beating the market,’ says John, a 40-year-old doctor from Bristol. Having first become interested in investing five years ago, his journey began with the study of chart patterns. Books were bought on the subject and he subscribed to an online course. ‘I...

How I invest: aspiring to become an ISA millionaire

Thursday 12 Sep 2019

Twenty eight year-old Mark has made 14% average annual return from his equity, derivative and loan investments over the past five years. He comes across as someone with a high appetite for risk and is prepared to try many different strategies in order to make money. The financial gains exclude...

How I invest: the ‘millennial money therapist’ helping younger people

Thursday 11 Jul 2019

It is always pleasing to come across young people interested in the world of investing. Building up a healthy savings habit early in life can reap significant benefits later on, and having the right attitude from the start can make a big difference between knowing you need to save and actually...