Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

In this post we'll take a look at what has been happening in the market since early June.

This information is taken from The Big Picture, to download a sample copy please just click here.

The good news is that the NASDAQ Composite has recently broken out of a bullish cup-with-handle base formation. But the big question is, will its breakout be successful?

In our last post we summarised the main NISA changes that came into effect on 1st July. Prospective clients of ours always have lots of questions regarding ISAs and we’re sure you do too, so we’ve put together a short Q&A covering the most frequently asked NISA related questions.

During his 2014 budget speech on March 19th, the Chancellor announced a raft of changes designed to help savers and investors. This included a new increased ISA allowance that came into effect yesterday, 1st July 2014.

On the weekend of Sat 7th June/Sunday 8th June we made some changes to our portfolio. As you will see below, Fund A and Fund C had recently been underperforming. This prompted us to take some profits from Fund A (switch 50% of the fund into cash) and exit completely out of Fund C. We also found a couple of potential buying opportunities that excited us. These are Fund E and Fund F. We made a 13% allocation of our total portfolio in each of these two new funds. This left us with approximately 27% in cash. After the switch was complete and the trade is settled, our new portfolio looked something similar to this:
 

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

With the April 5th deadline looming, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

In this post we'll take a look at what has been happening in the market since the beginning of February.