This article reflects the opinions of its author and not necessarily those of ShareSoc.
Following on from my review in 2020, I have now conducted a similar exercise for 2021. See last year's article for an explanation of my investment objectives, strategy, "asset types" and investment accounts.
2021 was "a year of two halves" with my holdings roaring ahead in the first half and then a bit of a rollercoaster ride since September. These market gyrations are difficult psychologically but having lived through ...
The following article represents the personal views of Cliff Weight and not necessarily those of ShareSoc.
I saw this interesting article in the FT: We need people to know the ABC of finance: facing up to the financial literacy crisis.
The article showed data on Responses to financial literacy questions around the world. An example: If you had $100 in a savings account and the annual interest rate was 2%, how much would be in the account after 5 years, more than $102, ...
This is a personal blog by ShareSoc director Cliff Weight and does not necessarily reflect the views of ShareSoc.
There is an excellent article in the Mail on Sunday today by Jeff Prestridge who is our key note speaker at the ShareSoc Woodford Webinar on 30 September - What happens next. click here to register
In today's article Jeff highlights that "the City regulator – the Financial Conduct Authority – has finally woken up from its lockdown slumber and decided to go all ...
Andy Bell - founder of AJBell Youinvest - has generously offered ShareSoc a large number of copies of the latest edition of his classic book "The DIY Investor" issued in May this year. We are offering these e-books FREE (worth over £12) to all full members of ShareSoc on a first come first served basis until supplies are exhausted. If you want to download a copy* then please login to the ShareSoc website and go to the "Member Offers" page here - https://www.sharesoc.org/members-area/member-special-offers/special-offer-details/- to click ...
ShareSoc Patron Lord Lee is quoted in the The Times, 23 August 2021, in an article about the ludicrous rules that prevent TV from educating viewers about stock markets.
Lord Lee is urging the government to look at financial and broadcasting regulations that effectively restrict mainstream television from producing valuable educational and informative programmes about investment.
Lord Lee has tabled a parliamentary question.
“To ask Her Majesty’s Government whether they will meet (1) representatives of the major television channels, (2) the Financial Conduct Authority, and ...
Mark Northway, ShareSoc Chair, is quoted extensively in this article for new investors.
The Mail on Sunday and Daily Mail is doing a good job at informing its huge readership about investing in shares and funds. Recent coverage includes
The good news about Mail On Sunday and the Daily Mail is there is no paywall, IT'S FREE, so everyone can read their very informative articles, unlike the FT, Telegraph and Times.
Also, the articles include links to the ShareSoc website so this may attract ...
It is good news that The Mail on Sunday MailOnline is supporting shareholders and shareholders rights.
I get quoted....
Cliff Weight, director of investor campaign group ShareSoc, says wealth platforms make it so difficult for customers to engage that they are 'disenfranchising individual shareholders'.
He says: 'Most platforms don't even pass on information and if you want to vote the method offered is practically prehistoric. As a result they're throwing away millions of shareholder votes.'
Weight believes platform Interactive Investor is better than most. Eight per cent ...
ShareSoc's chairman Mark Northway wrote an exclusive article for This is Money on 10/03 highlighting the importance of shareholders exercising their rights.
Click here to read the article in full.
I have not published a portfolio review for quite a while, as it's so time consuming to do. However, 2020 was an extraordinary year, so felt I really ought to see what went wrong, what went right and whether there were any lessons to learn.
Before diving into the details, I need to explain my circumstances and investment strategy. I have been a full-time investor since 2004, living off a fixed pool of capital. Therefore, capital preservation whilst generating sufficient return to ...