Portfolio review: Q3 2021

2021 has been a pretty good year so far for the UK stock market.

The FTSE 100 is up around 10%, the FTSE 250 is up around 18% and my portfolio of dividend stocks has also performed quite well.

To read the full performance review, along with some of the major tweaks I’ve made to the portfolio and my general outlook for the UK stock market, please head on over to my new website at UK Dividend Stocks.

Managing a dividend income retirement portfolio

The accumulation and decumulation phases of retirement investing can be accomplished using the same portfolio and the same investment strategy.  All you have to do is switch from reinvesting dividends to drawing them as retirement income.

Continue reading “Managing a dividend income retirement portfolio”

New interactive stock screen

Ever since I started publishing an investment newsletter back in 2011, I’ve had requests for an interactive version of my defensive value stock screen.  

Originally it was (and still is) printed at the back of each monthly issue, but eventually I did as requested and started emailing out a weekly spreadsheet version as well.

But not everybody likes spreadsheets so I’ve finally taken the next step by putting a fully interactive stock screen onto the site.

If there are any other features you’d like to see added just let me know.