Cash to Equities – US, China and Gold

Early this month I decided to move more but not all of my pension fund cash into equities. Historically December is the best month for stockmarket index gains. I am not sure of the precise reasons for this but it may be due to end of year performance fees, fuelling buying by fund managers and institutional investors or the holiday …

How to Create and Service Your Investment Portfolio

The content here is an article to be published in the Eastbourne Herald in December. I have agreed to write six monthly articles on investment issues. It is pretty basic but perhaps a useful reminder for you.   For those with a portfolio or money ready to invest this article will help you grasp key principles and increase the potential for …

Tactical Asset Allocation Shift

Following my last post in which I stated I was taking a more active role in asset allocation advice you may be aware that last autumn concerned we were heading for a stockmarket crash from the Eurozone debt crisis I switched my pension fund to cash. This is despite the fact that I am bullish on equities as a long term investment. They remain my favoured …