Investments

Recent Buy: Finsbury Growth and Income Trust (FGT.L)

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Not long after my investment in Aberforth Smaller Companies Trust (ASL.L), I bought shares of a second UK Investment Trust – Finsbury Growth and Income Trust (FGT.L). Finsbury invests principally in UK listed companies with an aim to outperform the FTSE All-Share Index (net dividends reinvested). The portfolio manager is Nick Train (via Lindsell Train). Nick’s […]

Investments

Recent Buy: Cadence Capital Ltd (CDM.AX)

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Those of you who come here often will know I have a soft spot for well-managed Listed Investment Companies or Trusts. One in particular I’ve owned before is Cadence Capital (CDM.AX), an LIC managed by Karl Siegling. Cadence was established 2003 with a focus on combining fundamental research and the wizardry (witchcraft?) of technical analysis. […]

Investments

Recent Buy: Telstra Ltd (TLS.AX)

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Telstra Corporation Ltd (TLS.AX) is an Australian provider of telecommunications and information products and services, focused mainly on fixed broadband, mobile, data & IP solutions, network and application services, and digital media. Telstra is an iconic Aussie company and one that became popular (notorious?) with Mum & Dad investors in the 1990’s and early 2000’s […]

Net Worth Update

Net Worth Update (February 2018)

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Previous update here. Quick Summary: February was a quiet month at work, which allowed me to get a ton of work done on my PhD – I can almost taste the finish. Markets went down, clawed back a little ground and then finished the month breathlessly limping into March. I’m not a fan of market timing but […]

Net Worth Update

Net Worth Update (January 2018)

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Previous update here. Quick Summary: Oh. my. god. January went by fast! Yours truly had a birthday (my 32nd, unless my parents have sneakily kept some from me). And what better way to join the festivities of international markets climbing at a phenomenal pace. This meant my super portfolio got a shot in the arm and my […]

Financial Goals

My 2018 Goals

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With the new year celebrations well and truly enjoyed, now is an opportunity to reflect on 2017 and plan for the upcoming year. Last year I didn’t write about formal financial goals on my blog but I thought it could be fun this year. I’m sure as hell it will motivate me knowing you all […]

Personal Finance

Yearly Financial Review: 2017

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Read the 2015 financial review here and the 2016 financial review here. 2017, a tale of two halves. I am sure that for a lot of us in the personal finance blogosphere, analysing our yearly expenses might seem slightly extravagant, somewhat obsessional and maybe superfluous. Alas, I’m a details and gestalt guy, and my curiously obsessional side is […]