Model Portfolios - Ethical
- Analyst eyes Portfolio changes
Peter Temple
20.11.09
The Ethical Portfolio has continued to perform well, says the Analyst. However, changes are afoot as he trims System C Healthcare and decides between three firms as a new addition.
- Ethical Portfolio takes a step back
Peter Temple
21.10.09
The Ethical Portfolio has slipped back, the Analyst reports as he awaits a market correction. Although he's finding it hard to add new constituents, he's not ready to abandon his 'deep green' philosophy just yet.
- Rotala runs out of time
Peter Temple
21.09.09
The Ethical Portfolio has had a stellar month, but The Analyst remains disappointed by Rotala. He's ditching the bus operator and upping his holding in United Utilities.
- Ethical overshadowed by markets
Peter Temple
25.08.09
Although the market has flourished in the past month, the Ethical Portfolio has been knocked by some dire performances. The Analyst is readying himself for a change. Watch this space, he says.
- United Utilities hangs on for another month
Peter Temple
28.07.09
The Ethical Portfolio recovered from last month's slip, but the Analyst, while maintaining United Utilities' presence, is ready to wield the axe.
- Analyst bids farewell to Genus
Peter Temple
01.07.09
Genus departs from the Ethical Portfolio with a near-triple growth. Its successors are RPS Group and the Britannia PIBS.
- Ethical Portfolio continues growth
Peter Temple
29.05.09
For the second consecutive month, the Analyst is pleased with the showing from his green investments. Many have rung the death knell for the sector, but he's not about to bail out now.
- Rotala pays off for Analyst
Peter Temple
07.05.09
The Ethical Portfolio is looking after itself at the moment, says The Analyst, but he believes there's scope for a new addition. Smaller financials could be the way forward.
- Analyst ships out CBG
Peter Temple
08.04.09
A first-time slump by CBG is enough for the Analyst to discard it and bring in its replacement - System C Healthcare.
- Genus disappoints, but Analyst stays loyal
Peter Temple
11.03.09
As the seventh anniversary of the Ethical Portfolio approaches, the Analyst pats himself on the back for his market-walloping performance, and sitting on cash during the latest sell-off.
- Ethical Portfolio up 114%
Peter Temple
06.02.09
Analyst buys more shares in United Utilities and against his experience, he considers averaging down his holding in bus company Rotala.
- All quiet on the ethical front
Peter Temple
08.01.09
The Analyst thinks the market will be weak in 2009, and in any case it's difficult to find ethical stocks with good prospects for share price appreciation.
- Cash costs Ethical Portfolio
Peter Temple
18.12.08
Although the Ethical Portfolio is trouncing the market, the Analyst's bearish stance cost him in the recent market rally. That's life, he says, the market's going down.
- Looking to Islam and the property sector
Peter Temple
17.11.08
The Analyst is looking to Islamic banking and the property sector to keep up the Ethical Portfolio's market-beating performance.
- Smaller companies at risk
Peter Temple
21.10.08
The Analyst's focus on smaller companies puts the Ethical Portfolio's market-beating performance at risk from capricious bankers. He's pondering a big change in policy.
- Pat on the back for ethical Analyst
Peter Temple
23.09.08
Outperforming many leading ethical funds vindicates the 'deep green' approach of the Ethical Portfolio says The Analyst.
- Market confounds Analyst
Peter Temple
27.08.08
Although the Ethical Portfolio is doing very well, the Analyst is stumped. So many 'deep green' companies are exposed to property and commodity prices that doing the right thing seems very risky right now.
- Analyst redeems United Utilities
Peter Temple
28.07.08
United Utilities shareholders are faced with a choice, keep the new 'B' shares the company is issuing or redeem them for cash. The Anlayst takes the cash but is in no hurry to invest it.
- Analyst prepares for strong rally
Peter Temple
01.07.08
The Ethical Portfolio is performing well and the Analyst is positioning it for a rally in big companies. The problem is finding ethical stocks in an index dominated by banks and resource companies.
- Ethical Portfolio: Every share's a winner
Peter Temple
04.06.08
With the Portfolio's constituents all performing well, the Analyst is happy to sit back and let them do the work. If buses and wave energy are the future, he's well set for it.
- Ethical Portfolio picks up steam
Peter Temple
05.05.08
Good performances by Genus, CBG and Renewable Energy Holdings boost the Ethical Portfolio, but The Analyst has his eyes on REH's small print.
- Buses drive Ethical Portfolio
Peter Temple
09.04.08
Public transport is exciting the Analyst. He already owns Rotala in the Ethical Portfolio, and he's interested in Darwen.
- Ethical recovers its poise
Peter Temple
13.03.08
Good performances from Genus and Rotala boost the Ethical Portfolio, while The Analyst decides what to do with the cash in reserve.
- Ethical Portfolio reshuffle
Peter Temple
12.02.08
The Analyst responds to recent falls by re-evaluating his holdings. Out goes Synergy Healthcare, but he's keeping faith with REH, Rotala, Genus, CBG and United Utilities.
- Ethical Portfolio: The big picture
Peter Temple
14.01.08
The Analyst takes a look at the workings of the Ethical Portfolio and reveals that profit can be made from truly ethical shares.
- Analyst gives up on Havelock
Peter Temple
18.12.07
An unexplained drop in price by Havelock Europa has led the Analyst to sell his holding, but United Utilities provides the Ethical Portfolio with some festive cheer.
- Vindon out in Ethical reshuffle
Peter Temple
22.11.07
The Analyst gets ruthless with underachieving Vindon Healthcare and picks two more stocks that will make money and a positive contribution to human welfare.
- Hidden value in Ethical Portfolio
Peter Temple
24.10.07
The Ethical Portfolio rockets in value as Genus and Renewable Energy Holdings surge. But there's still hidden value in REH, says the Analyst.
- Ethical Portfolio in cash
Peter Temple
25.09.07
The Analyst thinks a half point cut in US interest rates is no cause for celebration but a sign of how worrying the outlook is. He decides to hold off on new buys.
- Ethical Portfolio suffers slide
Peter Temple
24.08.07
The Portfolio has taken a bit of a hit, but it's nothing to be unduly worried about, says The Analyst.
- Analyst looks to REH
Peter Temple
02.08.07
Although the Analyst is sitting on a 168% gain in the Ethical Portfolio, one constituent has yet to pull its weight.
- Workspace worries the Analyst
Peter Temple
29.06.07
Workspace's fallen 10% in a month. The Analyst falls back on technical analysis to set a stop-loss.
- Ethical Portfolio, exceptional returns
Peter Temple
01.06.07
Peter Temple explains his 'deep green' approach to ethical investing.
- Green is not the new ethical
Peter Temple
08.05.07
The Analyst considers his carbon footprint. Only one of his seven ethical holdings is 'environmental'.
- Healthcare lifts Ethical Portfolio
Peter Temple
10.04.07
The Analyst's investment in Vindon is starting to pay off.
- Analyst rebalances Ethical after sell-off
Peter Temple
12.03.07
The barnstorming Ethical Portfolio is still trouncing its benchmark.
- Ethical rises and shines
Peter Temple
14.02.07
The portfolio has outperformed the market substantially again this month.
- Strong start to 2007 for ethical picks
Peter Temple
15.01.07
This month The Analyst invests more in the portfolio's only disappointment, REH.
- Ethical Portfolio up 144%
Peter Temple
15.12.06
The Analyst is so pleased with his ethical picks he's tolerating a 'sleeper'.
- Ethical companies are winning team
Peter Temple
20.11.06
You don't change the players in a winning team. The Analyst proudly reviews the portfolio's performance.
- Genus up and Vindon rumbling
Peter Temple
19.10.06
The Analyst oversees a subdued month for the Ethical Portfolio with, in absolute terms, a rise of 2.6%.
- No news was good news
Peter Temple
25.09.06
Recent gains in the Ethical Portfolio were driven by expectations of good results for many of its companies, but now they have delivered, The Analyst is disappointed with the market's reaction.
- 'Pedestrian' portfolio leaps ahead
Peter Temple
29.08.06
Having rebalanced the Ethical Portfolio, The Analyst is happy. Not only is it up over 113.2%, but the portfolio is less risky. Even a change in management at CBG won't shift his smile.
- Analyst buys REH on weakness
Peter Temple
31.07.06
It's a cardinal rule, says The Analyst, not to buy more shares in a falling stock, but he's taking profits on CBG Group to buy more Renewable Energy Holdings shares for the Ethical Portfolio.
- Deep green, or dull green?
Peter Temple
03.07.06
Since 2002 the ethical index has risen just 7%. But ethical works, says The Analyst, so long as you avoid flashily self-conscious stocks. Deep green, or dull green - he doesn't care. He's up 100%.
- After the shake-out
Peter Temple
05.06.06
The Ethical Portfolio is a thumping 47.6% ahead over three years but it hasn't escaped the shake-out. The Analyst's instinct - to buy into weakness - flies in the face of conventional wisdom.
- Vindon saves Ethical Portfolio
Peter Temple
08.05.06
Falls for REH and Workspace don't worry The Analyst. Smaller company investors shouldn't let lack of news flow or a little uncertainty shake them out, he says. Meanwhile, rises at Vindon save the day.
- Happy birthday, Ethical Portfolio
Peter Temple
10.04.06
At the four year mark, The Analyst reflects on success. His ethical picks have almost doubled. But the feel good factor is tempered slightly by the difficulty of defining what exactly is good.
- Time for CBG to leave Ethical?
Peter Temple
07.03.06
The Ethical Portfolio is up 93.8% and The Analyst is reviewing whether all his stocks really are 'deep green.'
- Ethical stocks drive portfolio to new heights
Peter Temple
07.02.06
Up 82%, Ethical Portfolio continues to soar above its benchmarks, with four constituents enjoying double-figure percentage price rises this month. And all this when the market is only rising modestly.
- Ethical pays off
Peter Temple
20.01.06
The ethical portfolio is up 72%. Modesty forbids the Analyst from boasting too much but he indulges himself a little. It's not often your portfolio rises 13% in a month and you do good at the same time.
- 'Phantom' bid for Ethical's Workspace
Peter Temple
05.12.05
The Analyst is sceptical of the unnamed bid, but holds onto Workspace.
- Renewable Energy Holdings joins Ethical...
Peter Temple
12.11.05
As the Analyst cuts his holding in Genus ahead of its recent takeover bid.
- Vindon Healthcare joins ethical portfolio
Peter Temple
10.09.05
The Analyst finally cuts his losses and drops fountains.
- Fountains stays despite profit warning
Peter Temple
05.09.05
it's not over 'til its over decides the analyst as he looks at replacements for the ethical portfolio.
- When ethical is 'deep green'
Peter Temple
08.08.05
The Analyst's own criteria for ethical investing is more demanding than the FTSE 4GoodUK50.
- Phytopharm exits ethical portfolio
Peter Temple
08.06.05
The analyst buys Fountains and Community Broking, and sticks with Genus despite its changed year-end.
- Stop-loss saves ethical portfolio
Peter Temple
11.05.05
The portfolio's 50% return is protected as events turn sour at Islamic Bank and Oasis.
- Ethical bounces back
Peter Temple
14.04.05
Islamic Bank benefits from the Budget as the portfolio recovers.
- Ethical portfolio takes a battering
Peter Temple
16.03.05
Oasis and United down. The Analyst visits Phytopharm to find out what's going on.
- Why our analyst ignores corporate and social responsibility
Peter Temple
16.02.05
The ethical portfolio is up again. How does the analyst do it?
- Dental plan for high-flying ethical portfolio
Peter Temple
19.01.05
In search of more growth the Analyst replaces Nichols with Oasis Healthcare.
- Up 40%
Peter Temple
15.12.04
Despite higher levels of losses, the Analyst is heartened by Phytopharm's potential money-spinners.
- Sticking with Phytopharm
Peter Temple
24.11.04
The Analyst's picks trounce the market but he has doubts about Phytopharm.
- Embracing the Koran
Peter Temple
26.10.04
Speculating on a new growth market, the Analyst picks The Islamic Bank of Britain.
- A jaunty performance
Peter Temple
27.09.04
Accummulating cash, contracts and property purchases - ethical works.
- Resilient performance in a dull market
Peter Temple
17.08.04
The Analyst plays the waiting game.
- A barnstorming performance
Peter Temple
21.07.04
If only the Analyst had followed his own advice.
- Swings and roundabouts
Peter Temple
16.06.04
Newcomer Genus earns its first gold star.
- A little known stock and bull story
Peter Temple
11.05.04
The Analyst buys Genus, a company that fits his deep green criteria.
- No need to tinker
Peter Temple
06.04.04
The Analyst sits on his hands this month.
- Reed Health's warning prompts rethink
Peter Temple
02.03.04
A shock profit warning from Reed Health sends it out of the portfolio.
- How to pick 'deep green' companies
Peter Temple
27.01.04
It's not good enough to just avoid the sinners.
- Analyst buys Reed Health
Peter Temple
22.12.03
The Analyst continues to demonstrate that being good does well, too.
- Sitting tight on Phytopharm
Peter Temple
09.11.03
The portfolio jumps 7% in a month to lead the index by 27%.
- Taking the long-term view
Peter Temple
14.10.03
This month the analyst takes the long-term view on Havelock Europa.
- Zero visibility
Peter Temple
09.09.03
The Analyst delays buying until the outlook for the market is clearer.
- Sell, sell, sell
Peter Temple
04.08.03
The Analyst sells Phytopharm, Hacas and Fountains.
- Cutting profits
Peter Temple
30.06.03
The Analyst must decide whether to sell two profitable shares.
- Running profits on winners
Peter Temple
03.06.03
The positive approach to ethical investing goes from strength to strength.
- Dead cats not for us
Peter Temple
01.04.03
The Analyst postpones buying ethical as the market bounces on war optimism.
- Pay day for dividends
Peter Temple
03.03.03
Investing in do-gooders is still paying off...
- Deep green vindicated
Peter Temple
27.01.03
The Analyst puts his success down to his 'deep green' strategy.
- Steady as she goes
Peter Temple
03.12.02
The Analyst keeps faith with his ethical portfolio's constituents.
- Back in business
Peter Temple
25.11.02
The Analyst is back beating the index after his Alkane adventure.
- Ethical portfolio, October update
Peter Temple
22.10.02
There's a problem finding the value in 'deep green' shares.
- Ethical portfolio, September update
Peter Temple
23.09.02
You can't spend relative performance, says the Analyst.
- Ethical portfolio, August update
Peter Temple
27.08.02
The ethical portfolio is in good shape, reports the Analyst.
- Ethical portfolio, second July update
Peter Temple
30.07.02
You don't need an analyst to tell you the market has been difficult.
- Ethical Portfolio, July update
Peter Temple
01.07.02
Scant comfort that the portfolio is outperforming its benchmarks when it is down 4.5%.
- Ethical Portfolio, June update
Peter Temple
05.06.02
It is still paying to be principled.
- Ethical Portfolio, May update
Peter Temple
07.05.02
Is investing ethically good for your wallet?
- Puzzling over trading statements
Peter Temple
29.04.02
The time is coming for a spring reshuffle, thinks the Analyst.
- Introduction to the Ethical Portfolio
Peter Temple
08.04.02
Peter Temple launches the third Ample model portfolio.
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