Thursday, 28 July 2016

How am I doing financially?

Sometimes I find myself reviewing my objectives and achievements. When it happens, I think it can be difficult to determine a proper benchmark to use as a term of comparison, to understand if my performance is either good or bad for example.

In this article I will try to address this issue and offer several methodologies which may help answering the critical question: how I am doing financially?

GDP per capita (2016)


First, let me offer a look at the world's GDP per capita chart.

GDP per capita in the World (2016 data)

As you may know from my 'About' page, I currently live in the UK.
The GDP per capita in this country is $42,105 for 2016.
Also, let's have a look at the evolution of GDP per capita in the UK over time:

Sunday, 10 July 2016

My July watchlist

For the last couple of months I have been working on a nice spreadsheet on Google Sheets to help me model the fair price for a my stock watch list and, combining this to several criteria, tell me when some of the names in my basket have reached a buying point.


During the last couple of weeks I have been keeping a close eye on:

Sunday, 3 July 2016

June 2016 Dividends

The month of June has now ended and I am taking the opportunity to write a quick review of the performance achieved.



During June I received the following dividends:

June 2016 portfolio update

June 2016 has been a crucial month for my strategy and annual objectives.

June represents the second month after I decided to maximise the ISA allocation for the current tax year (£15,240).
Well, I couldn't be more pleased to share with you my latest additions to my portfolio!


The June 2016 additions to my portfolio: