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Year End Portfolio Review of 2022 – Roger Lawson

The views expressed in this article are those of its author and not necessarily those of ShareSoc. As I have published in previous years, here is a review of my own stock market portfolio performance in the calendar year 2022. I’ll repeat what I said last year to warn readers that I write this for the education of those new to investing because I have no doubt that some experienced investors will have done a lot better than me, while some may ...

Portfolio Review 2022 – Cliff Weight

This is a personal blog by ShareSoc Director Cliff Weight. The views expressed are my own and do not purport to represent ShareSoc. Neither ShareSoc nor I are authorized to give financial advice, and nothing in this blog should be considered advice. Do your own research!  Performance Overview for 2022 My portfolio numbers for 2022 were: Everything – all equities, ISAs, SIPPs, OEICS, property, etc -6% Cliff’s portfolio F - the ones I actively manage. These are mainly small cap and AIM, i.e. growth shares -29% My benchmark = FTSE ...

Vanguard Platform/Funds and Customers’ Performance

The views expressed in this article are those of its author and not necessarily those of ShareSoc. ShareSoc’s role is not to recommend one platform over another, but we do try to bring to members’ attention relevant information about platforms. Robin Powell in the Telegraph has written about the performance of investors in Vanguard funds and highlights that in general they have been patient investors and not bought at the top, nor sold at the bottom, nor over-traded. Data on Vanguard A Vanguard ISA has ...

The Outlook for Stock Markets and Bank Runs

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Market Outlook It’s that time of year when financial commentators like to pontificate on the future for the stock market in the coming year and tip sheets give their hot share tips for the New Year. As regards economic forecasts and how the stock market will perform I can do no better than quote John Littlewood in his book “The Stock Market”: “The sequence of bull and bear ...

Review of the Year – But It Could Have Been Worse

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Not many stock market investors will have come out ahead this year. At the time of writing, the FTSE-250 is down 17.5% over the past year, the FTSE-AIM index is down 30% and the FTSE-100 scraped in a small rise of 1.8%. The last one was driven by rises in commodity prices which benefited oil/gas companies and big miners which dominate the index. With war in ...