Portfolio Management & Review

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Portfolio Management & Review

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Useful discussion on measuring portfolio growth rates

Last post by XFool « March 31st, 2023, 3:08 pm
Replies: 55
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by moorfield » April 24th, 2022, 10:49 am
55 Replies

109399 Views

Last post by XFool View the latest post
March 31st, 2023, 3:08 pm
How was your week?

Last post by Newroad « April 16th, 2025, 8:32 pm
Replies: 269
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by Dod101 » October 7th, 2023, 10:23 am
269 Replies

67133 Views

Last post by Newroad View the latest post
April 16th, 2025, 8:32 pm
ADrunkenMarcus' 'Dividend Growth Portfolio'.

Last post by EmperorZog « April 10th, 2025, 1:32 pm
Replies: 215
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by ADrunkenMarcus » May 21st, 2017, 6:39 pm
215 Replies

167521 Views

Last post by EmperorZog View the latest post
April 10th, 2025, 1:32 pm
seagles portfolio 2025

Last post by seagles « April 8th, 2025, 8:29 am
Replies: 2
by seagles » April 5th, 2025, 10:29 am

2 Replies

731 Views

Last post by seagles View the latest post
April 8th, 2025, 8:29 am
moorfield PHY

Last post by moorfield « April 5th, 2025, 9:08 am
Replies: 1
by moorfield » April 5th, 2024, 11:28 pm

1 Replies

7507 Views

Last post by moorfield View the latest post
April 5th, 2025, 9:08 am
Spiderbill's yearly review Jan 2025

Last post by spiderbill « March 22nd, 2025, 5:47 pm
Replies: 10
by spiderbill » January 3rd, 2025, 5:05 pm

10 Replies

2683 Views

Last post by spiderbill View the latest post
March 22nd, 2025, 5:47 pm
Retreat from tobacco

Last post by vand « March 19th, 2025, 4:17 pm
Replies: 49
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by Dod101 » January 2nd, 2024, 2:16 pm
49 Replies

12904 Views

Last post by vand View the latest post
March 19th, 2025, 4:17 pm
CGT management in the final weeks of a tax year

Last post by londoninvestor « March 10th, 2025, 4:33 pm
Replies: 17
by Itsallaguess » March 7th, 2025, 8:37 am

17 Replies

2055 Views

Last post by londoninvestor View the latest post
March 10th, 2025, 4:33 pm
SIPP 2024

Last post by mtk62 « March 6th, 2025, 5:19 am
Replies: 10
by mtk62 » January 1st, 2025, 4:54 pm

10 Replies

2691 Views

Last post by mtk62 View the latest post
March 6th, 2025, 5:19 am
Dividend Monitoring Tools

Last post by Gilgongo « March 2nd, 2025, 8:31 pm
Replies: 7
by foolishalec » October 3rd, 2024, 11:07 am

7 Replies

2776 Views

Last post by Gilgongo View the latest post
March 2nd, 2025, 8:31 pm
Which benchmark to use?

Last post by 1nvest « February 28th, 2025, 2:01 am
Replies: 21
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by Newroad » July 18th, 2024, 10:17 pm
21 Replies

3992 Views

Last post by 1nvest View the latest post
February 28th, 2025, 2:01 am
2025 Portfolio

Last post by monabri « January 20th, 2025, 3:58 pm
Replies: 10
by mark85 » January 2nd, 2025, 8:24 pm

10 Replies

3074 Views

Last post by monabri View the latest post
January 20th, 2025, 3:58 pm
No More Annual Reviews From MDS

Last post by MDS1951 « January 18th, 2025, 9:31 am
Replies: 8
by MDS1951 » January 9th, 2025, 8:03 am

8 Replies

2025 Views

Last post by MDS1951 View the latest post
January 18th, 2025, 9:31 am
Historical Income Calcualtions

Last post by vand « January 15th, 2025, 3:25 pm
Replies: 3
by ArtificialInsanity » January 13th, 2025, 7:28 pm

3 Replies

1358 Views

Last post by vand View the latest post
January 15th, 2025, 3:25 pm
daveh's HYPish Income portfolio 2024 update

Last post by kempiejon « January 8th, 2025, 9:51 am
Replies: 1
by daveh » January 8th, 2025, 9:19 am

1 Replies

1298 Views

Last post by kempiejon View the latest post
January 8th, 2025, 9:51 am
SIPP Sanity Check

Last post by SimonGA « January 5th, 2025, 8:47 pm
Replies: 16
by SimonGA » September 30th, 2024, 6:56 pm

16 Replies

4002 Views

Last post by SimonGA View the latest post
January 5th, 2025, 8:47 pm
TJH Income Units

Last post by 88V8 « January 4th, 2025, 3:34 pm
Replies: 4
by tjh290633 » January 3rd, 2025, 12:02 pm

4 Replies

1433 Views

Last post by 88V8 View the latest post
January 4th, 2025, 3:34 pm
Andy Pandy's Portfolio FWIW

Last post by AndyPandy « January 1st, 2025, 10:46 pm
Replies: 7
by AndyPandy » January 2nd, 2022, 2:40 pm

7 Replies

9302 Views

Last post by AndyPandy View the latest post
January 1st, 2025, 10:46 pm
2024 SIPP Results

Last post by Arborbridge « January 1st, 2025, 5:04 pm
Replies: 3
by yieldhog » January 1st, 2025, 11:27 am

3 Replies

1291 Views

Last post by Arborbridge View the latest post
January 1st, 2025, 5:04 pm
End of Year Review and possible rethink?

Last post by zharrt « January 1st, 2025, 2:50 pm
Replies: 28
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by zharrt » January 4th, 2022, 9:57 am
28 Replies

6720 Views

Last post by zharrt View the latest post
January 1st, 2025, 2:50 pm
End of Year Portfolio

Last post by BT63 « December 29th, 2024, 2:21 pm
Replies: 33
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by BT63 » December 27th, 2021, 10:53 pm
33 Replies

20964 Views

Last post by BT63 View the latest post
December 29th, 2024, 2:21 pm
Lowish maintenance and fairly simple to measure portfolio

Last post by Newroad « December 20th, 2024, 12:10 pm
Replies: 6
by Newroad » November 23rd, 2020, 9:44 pm

6 Replies

6262 Views

Last post by Newroad View the latest post
December 20th, 2024, 12:10 pm
Transfer your ISA to AJ Bell....?

Last post by Tedx « October 22nd, 2024, 8:46 am
Replies: 21
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by Tedx » July 29th, 2024, 1:37 pm
21 Replies

7392 Views

Last post by Tedx View the latest post
October 22nd, 2024, 8:46 am
Best free cashflow modelling tools for pension & investment

Last post by DrFfybes « October 9th, 2024, 8:25 am
Replies: 1
by b00110908 » October 8th, 2024, 11:10 pm

1 Replies

1530 Views

Last post by DrFfybes View the latest post
October 9th, 2024, 8:25 am
A picture paints a thousand words

Last post by Newroad « October 3rd, 2024, 3:12 pm

by Newroad » October 3rd, 2024, 3:12 pm

0 Replies

1878 Views

Last post by Newroad View the latest post
October 3rd, 2024, 3:12 pm

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