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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.
  • 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.
  • 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.
  • 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'.
  • Ethical rises and shines
    Peter Temple
    14.02.07
    The portfolio has outperformed the market substantially again this month.
  • Ethical Portfolio up 144%
    Peter Temple
    15.12.06
    The Analyst is so pleased with his ethical picks he's tolerating a 'sleeper'.
  • 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.
  • 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.
  • Ethical bounces back
    Peter Temple
    14.04.05
    Islamic Bank benefits from the Budget as the portfolio recovers.
  • 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.
  • 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.
  • Dead cats not for us
    Peter Temple
    01.04.03
    The Analyst postpones buying ethical as the market bounces on war optimism.
  • 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.