ISA 2021/2022 – Invest £20,000 Tax Free

Happy new tax year!   Well, I know what you are thinking, happy and tax should never be used in the same sentence! But in this case I can be forgiven for doing so. The start of the new tax year brings with it the opportunity to invest an amount up to £20,000 completely tax …

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March Stock Market Purchase – Cheap UK Quality Stocks

Patience is the key to successful investing. I have written about Increasing Time Horizons Is The Only Way For Individual Investors To Outperform. But with the goings on this year, this point needs to be reiterated. As Buffett has said “If you aren’t willing to own a stock for ten years, don’t even think about …

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Saving £50,000 by the age of 25 – A Real Life Case Study

If you want £25,000 by the age of 25, you either inherit it, marry into it or have a super high income. That’s at least how the modern-day thinking goes. Well, I did neither of those things. I don’t have wealthy parents, wasn’t married at 25 and the highest income I earned during that period …

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February Stock Market Purchase – Euphoria

The opening week of February saw the largest ever weekly inflow of cash into global shares, according to Bank of America’s global research team, as well as the largest ever inflow into technology stocks. Of the total inflow of $58.1 billion into equities, some $25.1 billion or close to half flowed into US large-cap stocks, …

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January Stock Market Purchase – FTSE Brexit Woes

I can’t believe we are still in January! How long has this month been? The month started with capitol riots (how long ago does that seem) and is ending with a riot on Hedge Funds and Wall Street. January 2021 is one of the crazier months I have lived through. On the markets, the FTSE …

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Quarter 4 & Total 2020 Dividend Income

Happy New Year everyone! Like most, I am sure glad 2020 is behind us. It goes without saying that 2020 was a crazy year, from the wild market swings to the economic, healthcare and political shocks. Let’s all hope that 2021 will be a better one.   Whilst 2020 was indeed a bad year on …

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December Stock Market Purchase – UK Still Cheap Despite Value Rally

November saw the roar of the value rally. Global equities surged with several regional markets recording their best monthly performance ever. It is not often a presidential race gets overshadowed but with the year we’ve had, news on vaccine developments and approvals proved to be the biggest catalysts behind the stock market rally. Strong efficacy …

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G4S Takeover – Another One Bites The Dust

It seems the UK takeover avalanche continues. G4S has finally agreed to a takeover from US rival Allied Universal in a deal worth £3.8bn or 245p per share. With the takeover, G4S now joins a host of other British firms to fall in to the hands of foreign entities. The AA, William Hill, IMI Mobile …

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