Investments

Portfolio Performance: Year One

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It’s a double milestone here at wealth from thirty. Today is the first full year I’ve been running the WF30 portfolio which holds my personal stock investments. The second milestone is that this is my 100th post!!!! 🙂 🙂 🙂 Wooooohooooo! I didn’t imagine starting out that blogging could be so enjoyable or that I’d have […]

Dividend Income

Dividend Harvest (March 2018)

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I’m a value investor with a thing for dividends. I’d like to live off the dividends from my portfolio when I reach financial independence. Every month I record the dividends harvested from my portfolio in my trusty Numbers spreadsheet and report them here for you to enjoy too. View the previous Dividend Harvest here. It’s […]

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: Barrack St. Investments (BST.AX)

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Barrack St Investments Barrack St Investments Ltd (BST.AX) is an listed investment company that runs a concentrated small to mid cap growth portfolio managed by ECP Asset Management Pty Ltd. The company listed in August 2015 after being established the year prior. Some of the investment team have a history to 2012 at Hyperion Asset […]