Archive for the 'Portfolio' Category
06 Feb
Savers looking to switch funds from cash accounts need to protect their capital and while there are good returns to be found they must do their homework.
Finding good dividends
Choosing a good income paying company is not as easy as simply opting for the stocks with the highest percentage dividend.
That dividend needs to be […]
Posted in Companies, Currencies, Economy, Funds, International, Investing, Markets, Most Popular, News, Personal Finance, Portfolio, World Markets by: Garry Olman
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06 Feb
And one thing is clear, when it comes to the matter of Child Trust Funds, the experts are shunning stakeholder plans and going with equities all the way.
So where are they investing for their children?
Matthew Cox, Skipton Financial Services
'I became a father just last month when my son Jacob was born and […]
Posted in Bonds, Companies, Economy, Fortune, Funds, Investing, Management, Markets, Personal Finance, Portfolio, World Markets by: Garry Olman
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04 Feb
But experts are stressing the lifespan of these plans is long term at 18 years and by switching now they would only crystallise losses.
David White of The Children's Mutual, a CTF provider, says: 'While in these credit crunched times finding significant sums for saving may be difficult, we believe it will be far harder for […]
Posted in Bonds, College, Companies, Funds, Investing, Management, Markets, Personal Finance, Portfolio, World Markets by: Garry Olman
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30 Jan
Multi-millionaire entrepreneur John Duffield finally saw his dream snatched away today, at a bargain-bin price.
The once celebrated New Star has been scooped up by competitor Henderson Global Investors, for a mere 2p a share.
It is a deep discount for a firm whose stock was valued at some 98% more just 12 months […]
Posted in Companies, Funds, International, Investing, Management, Markets, Most Popular, Personal Finance, Portfolio, Real Estate, World Markets by: Garry Olman
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23 Jan
Financial adviser, Hargreaves Lansdown, has seen a massive surge in savers seeking out income.
So strong is the appetite, troubled savers are even willing to dip back into the stock market in a bid to find yield for their cash.
In April last year, the government altered the Isa rules, allowing […]
Posted in Bonds, Companies, Currencies, Funds, Investing, Markets, Personal Finance, Portfolio, World Markets by: Garry Olman
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19 Jan
Most funds charge an initial 5% and then 1.25% a year. I calculate that over a five-year period the fund must grow by about 2.25% just to break even, or it must do that much better than the FTSE to make investing in the fund a better investment than investing directly in […]
Posted in Bonds, Companies, Funds, Insurance, Investing, Management, Markets, Personal Finance, Portfolio, Taxes, World Markets by: Garry Olman
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19 Jan
His dire prognosis cemented fears that the stricken lender could be just months away from full nationalisation, sending its shares plunging 67% to an all-time low of 11.6p.
On the day the NatWest owner unveiled the biggest loss in British corporate history, RBS boss Stephen Hester (pictured right) signalled that there was much more pain […]
Posted in College, Companies, Economy, Investing, Portfolio, Small Business, Taxes by: Garry Olman
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14 Jan
Millions of equity investors were left nursing severe losses at the end of 2008, following 12 months of unprecedented stock market misery.
In stark contrast, global bond fund investors were handsomely rewarded. But, in the future, keen investors need to take a closer look behind the success story.
Nine of the top 10 funds, […]
Posted in Bonds, College, Companies, Currencies, Funds, International, Investing, Markets, Personal Finance, Portfolio, World Markets by: Garry Olman
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26 Dec
Last year investors did not have much to cheer about come Christmas time.
In August 2007, the world economy was introduced to the scourge of the credit crunch, Northern Rock being the first of many high-profile victims.
But, after an idiosyncratic 12 months of ups and downs, the UK's main […]
Posted in College, Companies, Economy, Funds, Investing, Management, Markets, Most Popular, News, Portfolio, World Markets by: Garry Olman
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26 Dec
In the second in our series, (read part one, we gather tips for 2009 from investment experts. Our tipsters are Jeremy Batstone-Carr, director of private client research at Charles Stanley Stockbrokers, Henk Potts, equity strategist, at Barclays Stockbrokers, Gian-Luca Manca, analyst, at UBS AG and Jonathan Jackson, head of equities, at Killik & Co.
Here's part […]
Posted in Economy, Investing, Markets, Portfolio, Top Tips, World Markets by: Garry Olman
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