Model Portfolios - Armchair Retirement
- A Marston's masterstroke
Peter Temple
02.09.09
The timing of adding Marston's to the Retirement Portfolio couldn't have been better, says The Analyst. But he's rueing the decision to check on it quarterly.
- Analyst makes wholesale changes
Peter Temple
08.06.09
There were too many passengers in the Retirement Portfolio, decides the Analyst as he dumps four of the constituents. However, only Marstons comes in as it meets the Portfolio's yield benchmark.
- Retirement Portfolio slashed and burned
Peter Temple
13.03.09
Dividend cuts almost send the Retirement Portfolio into negative territory as the Analyst ponders how to achieve high income and capital preservation in a '30's-style bear market.
- Retiree finds silver lining in cloudy market
Peter Temple
26.11.08
Lloyds TSB, Carpathian and BT all fall heavily. But since the dividend paying capacity of the Retirement Portfolio is little affected, the Analyst is relaxed as he spends the kids inheritance.
- Retirement Portfolio falters...
Peter Temple
01.09.08
...But the Analyst buys more Lloyds TSB, BT and United Utilities. Earning a retirement income, he says, won't happen if he keeps his cash in the bank.
- Logica sparkles in Armchair Portfolio
Peter Temple
09.06.08
New addition Logica's share price softens the blow of missing out on the firm's dividend, while The Analyst has lots to consider regarding Dawnay Day Carpathian.
- Dividends boost cash in Armchair Portfolio
Peter Temple
19.03.08
With a chunk of cash to use, The Analyst buys more shares in Dawnay Day Carpathian and invests in Logica.
- Investing from the Armchair
Peter Temple
29.01.08
The aim of the Retirement Portfolio is to select a few 'low maintenance' shares to buy and hold for long-term profit. Five years in, and the Analyst's picked well...
- Lloyds TSB and BT not enough
Peter Temple
23.11.07
Despite hefty dividend income from Lloyds TSB and BT, the Retirement Portfolio's performance disappoints The Analyst.
- Retirement Portfolio's resilience
Peter Temple
03.09.07
In an unusually busy month for the Retirement Portfolio, The Analyst sells Tate & Lyle and buys Dawnay Day Carpathian.
- Dividends save the day
Peter Temple
14.05.07
Once again The Analyst has trounced the index, this time thanks to whopping £570 in dividends.
- Retirement Portfolio: not so sweet
Peter Temple
19.02.07
The Analyst feels relaxed about Tate & Lyle.
- Analyst gets out of his armchair
Peter Temple
27.11.06
The Analyst is unusually active this month, searching for more dividend income.
- Income boost lifts Retirement Portfolio
Peter Temple
04.09.06
The Analyst is awash in cash, but has nowhere to spend it. There simply are no stocks that match his criteria.
- Analyst turns to Autoclenz for growth
Peter Temple
13.08.06
Amid a mass of lower quality new issues, The Analyst believes he has unearthed a gem. Autoclenz may not be glamorous, but it's highly profitable and will pay a good dividend too.
- No panic for armchair investors
Peter Temple
12.06.06
The Analyst expects the FTSE 100 to fall to 5000, or even 3700. But that shouldn't rattle income investors. High yields tend to prop up share prices when markets fall, he says.
- Retirement portfolio doubles
Peter Temple
13.03.06
The Analyst puts his success down to compound interest and a shift to lower yields.
- Dixons and Brandon Hire exit Armchair
Peter Temple
13.12.05
The Analyst is investing the cash he's made into Permanent Interest Bearing Shares.
- 82% gain in four years
Peter Temple
15.08.05
Having spent four years in his arm- chair leisurely picking stocks, the Analyst reflects on his successes.
- Safety first for the Retirement portfolio
Peter Temple
19.05.05
The analyst stocks up on gilts and cash in case the market falls.
- Income investing proves its worth again
Peter Temple
23.02.05
The Analyst pockets some cash, but he's not in a hurry to spend it.
- Hey big Splenda
Peter Temple
02.12.04
The Armchair retirement portfolio is up 73% and the Analyst has cash to spend.
- Peak period
Peter Temple
03.09.04
With a 54.7% gain, the Analyst is reaching for his pipe and slippers.
- Analyst 'buys' Tate & Lyle
Peter Temple
02.12.03
The Analyst has cash burning a hole in the armchair retirement portfolio.
- High yield strategy pays dividends
Peter Temple
19.08.03
The Analyst's high yield portfolio continues its steady growth.
- Gilt-edged performance
Peter Temple
15.08.03
The Analyst explains his decision to stay largely in gilts.
- Up 25%, selling gilts buying equities
Peter Temple
12.05.03
A 25% rise in 21 months is cause for celebration.
- 'If it ain't broke, don't fix it'
Peter Temple
10.02.03
The Analyst looks back on a year-and-a-half of strong performance.
- Annual update
Peter Temple
08.08.02
The Portfolio is up 18% while the market is down 27% - How?
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