Thursday, 30 October 2014
My first choice for investment is to top up one my existing investments - on the basis that 30-or-so different securities constitutes more than enough diversification. And I'm not even sure that I know what is going on with all of them.
So, top-up it is - the key question is: what?
Tuesday, 28 October 2014
Hopefully the markets will recover further over the coming weeks. But I have tried not to get too emotional about it all - mainly by leaving the portfolio on autopilot and removing our greatest obstacle to logical decisions: our emotional reaction.
Tuesday, 7 October 2014
After a fairly horrible September for the DIY Income Investor portfolio (producing a 3.2% decline in value), October seems to be beginning as a month of stabilisation, which is a relief.
As usual, if the markets turn nasty, my usual reaction is to 'sit tight', leave the portfolio alone and spend more time on other things. Consequently there is little to report by way of action.
However, I have decided to sell something: can you guess what?