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.
Continue reading “My Financial Plan (part 2) – A look at Total Return Investing”

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.

Continue reading “Writing my personal finance plan (part 1)”

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…

Continue reading “My dividend portfolio sector allocation”