magazine archive


magazine archive

Case study

How I invest: Buying stocks and funds for the first time in my 60s

Thursday 08 Dec 2022

Retired civil servant Mark is a relatively late starter when it comes to managing his own investments, but he is making up for lost time – taking up the maximum ISA allowance of £20,000 apiece for himself and his wife each year. The 61-year-old already has a workplace pension to help fund the cost...

How I invest: a mixture of research, futurology and patience

Thursday 03 Nov 2022

Seasoned investor Michael has ridden the ups and down of the stock market with aplomb since he first bought shares in BT Group ( BT.A ) almost 40 years ago. In this article we discover how he thinks about the process and just as importantly how he enjoys weighing a company’s future prospects. DO...

Tell us about your investment experience for a chance to win £50

Thursday 13 Oct 2022

We will pay £50 in vouchers as a thank you to anyone whose story is published in the digital magazine. You can choose from a variety of shops and leisure companies including Marks & Spencer, John Lewis, Odeon, Primark, Wagamama and Pizza Express. We are looking for volunteers to share their...

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...

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