Managing your portfolio: Preserving your ISA and SIPP wealth

Posted by Stephen Sutherland on Wed, Jul 31, 2013 @ 01:30 PM

This is the penultimate post in our series on managing your portfolio more effectively. In this post, we'll look at how you can preserve your ISA and SIPP wealth.

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Tags: ISA investing tips, Investment funds, Investment strategy, Managing your portfolio

Managing your portfolio: How do you measure success?

Posted by Stephen Sutherland on Sat, Jul 27, 2013 @ 01:30 PM

This is the fifth post in our series on managing your portfolio and we're going to look at measuring success. 

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Tags: ISA investing tips, Investment funds, Investment strategy, Managing your portfolio

How to manage your account: making an investment switch

Posted by Stephen Sutherland on Wed, Jul 24, 2013 @ 01:30 PM
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Tags: Investment funds, Investment strategy

Five models for constructing your portfolio

Posted by Stephen Sutherland on Sat, Jul 20, 2013 @ 01:30 PM

This is the fourth post in our series on managing your portfolio. In our last post we looked at how investors can manage the risk they face by using fixed interest and cash, although equites remain the most important element of their portfolio.

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Tags: Investment funds, Investment strategy

New rules mean no more cosy collusion between fund groups and platforms

Posted by Stephen Sutherland on Wed, Jul 17, 2013 @ 01:06 PM

On 26th April 2013, the FCA published a policy statement called ‘Payments to platform service providers and cash rebates from providers to consumers’, which sets new rules for platform services. The rules state that online fund platforms will be banned from receiving rebate payments from fund managers from April 6th 2014.

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Tags: Investment news

Managing your portfolio: The quality of the ride and lowering volatility

Posted by Stephen Sutherland on Sat, Jul 13, 2013 @ 01:30 PM

This post is the third in our series on managing your portfolio more effectively.

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Tags: Investment funds, Investment strategy

The funds in our portfolio: The current leader and laggard

Posted by Stephen Sutherland on Wed, Jul 10, 2013 @ 01:30 PM

In this post we'll take a look at the performance year to date of the funds in our portfolio.

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Tags: Investment funds, Investment strategy, Investment news

Managing your portfolio: 4 questions you must ask yourself every day

Posted by Stephen Sutherland on Sat, Jul 06, 2013 @ 01:30 PM

This post is the second in our series on managing your portfolio more effectively. 

We were recently speaking to a DIY investor and found what he had to say extremely interesting. He told us about a time when he used a tip from a newspaper to pick a fund for his ISA and SIPP portfolio.

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Tags: Investment strategy, Managing your portfolio

Managing your portfolio and the 7.5% compounding rule

Posted by Stephen Sutherland on Wed, Jul 03, 2013 @ 01:30 PM

In this new series of posts we're going to look at how you can manage your investment portfolio more effectively. If you manage your portfolio well, it will play a big part in helping you arrive at your financial goals on time. However, if you neglect your portfolio, your returns will probably suffer and that could result in taking longer than expected to reach your objectives.

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Tags: Investment strategy, Managing your portfolio