Reviewing my stock portfolio performance: 2011 – 2015

In the summer of 2014, some 18 months ago, I reviewed the performance of my stock portfolio. I’ve hesitated to do it again because I was more interested in dividend income and I wasn’t worried about trying to beat the market with my stock selection. I have since ‘evolved my position’ (as a politician might say) because I was wrong (as a politician wouldn’t say) and I only just realized that this week…

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My Financial Plan (part 2) – A look at Total Return Investing

Following on from my last post about new Financial Plan / Charter, here’s the final installment describing some changes in my Retirement Portfolio which follows a “Bogleheads” strategy, a strategy named after the father of index funds, Jack Bogle.
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Writing my personal finance plan (part 1)

I’ve been wanting to update my personal finance plan for a while now, but I finally made time to sit down and actually do it. Here’s a summary of the more interesting changes since it’s a pretty dry read and I’ve focused more on my Income Fund in this post.

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My dividend portfolio sector allocation

A while back now, I looked at US stock sectors and the number of dividend champions they produced to see if there were any dividend-champion friendly sectors. I’ve used this train of thought to overhaul how I am weighting my stock portfolio. Are you sitting comfortably? Then I’ll begin…

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