A simple approach to successful personal investing with the goal of generating a growing income from a portfolio including cash savings, shares, corporate bonds and government-backed investments, using online savings and brokerage accounts and shielding your investments from tax wherever possible. Making money since 2011
Friday 30 December 2016
Finishing in Style!
The Santa Rally is in full flow, helping to carry the DIY Income Investor portfolio to new heights.
So what do one year's results mean anyway?
Tuesday 20 December 2016
Fixed Interest (Portfolio Buy)
Source |
December (2016) is shaping up to be a lot more jolly than November - the portfolio is up a couple of percent in the first half of the month. I'm also looking forward to the usual Santa rally in the markets. (In fact, you could probably make a case for just investing in December and cashing out afterwards!)
After a bit of profit-taking the DIY Income Investor portfolio has cash to invest. It's a mixed blessing, as it's all too easy to make silly investments at this time of year (well, any time of the year, really).
Monday 12 December 2016
Gone in November (Portfolio Sale)
Source |
November 2016 turned out to be a bad month for the DIY Income Investor portfolio with a fall in value of around 3%. December is more full of cheer, bringing the running total return for 2016 to around 28%, which is very satisfying.
Despite my best efforts to resist profit-taking I did make a large sale - and immediately regretted it as the price continued to rise.
Subscribe to:
Posts (Atom)