blog posts

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My hybrid investing strategy
I’ve been refining my strategy over the past couple of months to incorporate some trading elements into my existing, investing focussed framework. The reason for this is to limit potential downside...
Portfolio update Oct 23
Portfolio Update - October 2023
October was a challenging month. On the whole most of the stocks in the portfolio held up reasonably well, though there were a few that took a kicking. Luckily I sold them when they hit their stops so...
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What Are Investment Trusts?
So to start with can I just say that investment trusts are one of my favourite forms of investment. They’re what my wife and I started out investing in and to this day still more than half of our...
Portfolio
Portfolio Update - The First One
Right so this is actually my first ever portfolio update on here, so for the first one I’ll start by simply doing a quick breakdown of my portfolio, it’s performance so far and the make up...
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Why you should use a stocks & shares ISA.
One of the biggest killers of long term investing gains is the tax man. A stocks & shares ISA is a great way to avoid this problem. This tax advantaged investment vehicle has gained a huge amount of...
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5 BOOKS FOR INVESTING BEGINNERS
Hello, I hope everyone’s doing well today. I recently made a YouTube video running through my top five books for beginner investors. I think it’s great so you should definitely check it out...
Trading
WHAT IS THE DIFFERENCE BETWEEN INVESTING & TRADING?
What is the difference between investing & trading in the stock market? I think these two terms often get mixed up and though there can be some overlap there are definitely some core fundamental differences....
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PHIL - AN INTRODUCTION
Hello and welcome to my blog. This is my first ever post so bear with me while I find my footing. I thought I’d do a post kicking things off to set the scene. Who am I, why have I decided to put...
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