magazine archive

magazine archive

Case study

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...

Decades of hard saving to fund a happy retirement

Thursday 23 May 2019

Retirement can be a liberating experience as finishing work gives you the freedom to enjoy life, learn new skills and embrace a wide range of hobbies. This can come at a cost as individuals may need to have saved hard through their working lives to ensure they have adequate savings and enough...

How I invest: still fascinated by the markets at age 73

Thursday 04 Apr 2019

Twenty one years ago former policeman Peter joined an investment club with seven friends including a WW2 fighter pilot and a few retired businessmen. They treated the club as a casual way of playing the markets because everyone taking part was already sitting on a decent pension or were in well-...

How I invest: hoping for good returns in retirement

Thursday 07 Mar 2019

Peter from Bromley has been investing in the stock market since the 1980s when he bought shares in British Gas. Now aged 71, the former solicitor is retired and living off a pension and various other investment accounts. With his children grown up and living elsewhere, Peter and his wife downsized...

How I invest: aiming to buy a house and live comfortably in later life

Thursday 24 Jan 2019

New dad Aaron has a clear plan which he hopes will result in a comfortable life for his family. He wants to buy a house in around five years’ time, retire aged 60 and have sufficient money invested so that, based on projections, he and his partner won’t have to contribute any more cash into long-...