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Tag: uk quality shares portfolio
Investability portfolio update: a cruel April
The portfolios stood up relatively well in tough markets – but some holdings need slicing
I’m not sure why TS Eliot thought that April was the cruellest month. A Lloyds banker by trade, the poet will have been well aware that stock markets generally do quite well in April, and that it is only in May that investors should consider selling up and going away until the St Leger’s Day horse race in early September.
Investability Portfolios update: March Mayhem
Investability Portfolios update: February respite
February wasn't a bad month for the portfolios considering the tough market backdrop
February was a fairly mixed month for the two main Investability portfolios, with the UK Quality Shares portfolio hobbling along after a very poor January and the US-heavy Atlantic portfolio losing further ground after a bad start to the year, albeit at a mercifully slower rate.
Quality Shares Portfolio Updates: Wet January
A stiff drink is required after a poor performance from both portfolios last month
January was not a good month for the Quality Shares portfolios, hardly surprising as the focus on quality that had driven their performance over the years found itself very much out of fashion over the month. US technology shares, which form the bedrock of the Atlantic Portfolio, had a very difficult month despite closing out with a flourish as the likes of Microsoft and Apple reported strong earnings.
Free to read: the Invest-ability portfolios year-end review
How a focus on quality helped our portfolios beat the best managers in 2022
Having looked at private investors’ year-end reviews earlier this week, it’s time for me to review the two model … Read more
UK Quality Shares shine in a benign market
Invest-ability's UK-focused portfolio topped the table in a decent year for the FTSE
The FTSE 100 is best known for proving something of a perennial disappointment to its investors, certainly when compared to its more tech-heavy US counterparts. It lagged them again too this year by a mere ten percentage points, but with many of its constituents well into the green 2021 felt a lot better than many previous years.
An introduction to the Quality Shares Portfolios
See the Invest-ability stock picking ethos in action
Analysing companies is only the first step - putting that into practice to make investments and building portfolios is ultimately what matters. Our website will initially have three portfolios for subscribers to follow: