Monthly Archives: December 2017

4th Quarter Dividend Income + Annual Dividend Summary 2

Another quarter has passed by, and it’s time for me to post the dividends that my ISA portfolio earned in the months of October, November and December. It’s hard to argue about the success of long-term dividend growth investing when you can slowly and surely see dividend income rise over time and get closer to covering your living expenses. I hope these quarterly dividend income reports provide inspiration for any investors out there that are just starting out. It shows that it’s possible to one day pay for monthly expenses with dividends, which would provide an investor opportunities and freedom to pursue other interests than full-time work. In total, I […]

Creightons PLC (LON:CRL) Share Purchase – The Opportunity of Investing Small Caps Stocks

Over the past few weeks, I have been increasingly looking into smaller companies as I believe the valuations on offer in this sector are far more favourable than those of larger companies at present. Most big blue chip companies – the ones I prefer to invest in – have seen their valuation stretched as the big institutional investors continue to pour money into them and have largely shunned small-cap stocks. This has provided an opportunity for small investors like myself to exploit. Below is a bit of a background of this opportunity and why it has come about. Over the past couple of decades, economic expansion as a result of […]

Solid State Share Purchase – Small Cap With Good Growth And Income Prospects

It feels like it’s been a while since my last outright purchase. And there is good reason for this. It is becoming extremely difficult to find value within the big blue chip companies I like to invest in. On the FTSE 350 index, there are not many shares I am willing to buy at current levels as I believe many of them are overpriced. The three companies I believe that are offering decent value at present are GSK, Imperial Brands and Shire but with all my recent monthly purchases, these three stocks are fast becoming full positions – they already account for 17% of my portfolio. (For full disclosure, I […]

November Monthly Stock Purchase – High Yield At A Discount 3

2017 has been the year of growth stocks. November was the perfect epitome of this as the month saw the trend of growth outperforming value in the markets. This has caused many investors to rotate their portfolios and ditch solid cash generators in favour of higher growth companies. Too many investors or should we call them speculators have been pushing growth company valuations to obscene valuations and have left high quality free cash flow producing businesses in the dust. Its almost as if ‘investors’ have forgotten that valuation matters and instead have thrown caution to wind in search of instant wins. This has caused solid dividend payers to go out […]

A Year In The Markets And The Path Ahead

What a year it has been in the markets. Neither the vengeance of Mother Nature, North Korea’s threats of nuclear retaliation, an increasingly fractious political environment both at home and abroad, the first year of Donald Trump, a rising terrorism threat, nor the prospects for coordinated monetary tightening by central banks in the US, the UK, and Europe were enough to shake investor conviction over the past year . Global equity markets have roared over the past year and continued their advance unabated. Investors who were waiting for a chance to ‘buy the dip’ have been left on the sidelines still awaiting an opportunity to do so. Such has been […]