Category: Quarterly Update

The first quarter of 2020 has been a bit of a roller coaster ride. In the first two months we were slowly climbing, blissfully unaware of the impending drop waiting for us in March. As with all good roller coasters, our stomach lurched as we began free falling and our portfolio lost £31,000 in a … Continue reading Q1 2020 Portfolio Update

As we conclude and round off 2019, it safe to say that it was a year of two halves. The first half of the year we shifted our money from cash into global Vanguard funds whilst the global market was experiencing explosive growth. Our portfolio performance in the second half of the year was much … Continue reading Q4 2019 Portfolio Update

2019 has seen our portfolio radically transform, not only in its absolute size but also in its make up. At the start of the year we held 35% of portfolio value in cash and a further 20% in a company share scheme with just 39% of our total portfolio held in Vanguard low cost index … Continue reading Q3 2019 Portfolio Update