Analysing one annual report at a time
I started this quarter with £4,512.28 in my ISA, of which £4,050 were contributions and £462.28 were profit. I put in £3,000 more, bringing my total contributions to £7,050, and ended the quarter with £7,232.96, a profit of £182.96 from my investments (down £279.32 since the previous quarter). Inputting all the above details into excel …
I started this quarter with £2,360.68 in my ISA, having only invested in Provident Financial and being about 75% in cash. I put in £150 more (bringing my total contributions to date to £2,500) and ended the quarter with £2,687.30, a £187.30 profit from my investments. Using XIRR, as in my last performance article, I get a CAGR (Compound …
The second company from my first screener, Manning & Napier is an investment management company founded in 1970 and based in Fairport, New York, USA with a market capitalisation of USD $61.7 million, an 8% dividend yield, a PCF ratio of 0.76 (selling for less than 1x cashflow) and no debt, according to the FT …
"You do things when the opportunities come along. I’ve had periods in my life when I’ve had a bundle of ideas come along, and I’ve had long dry spells. If I get an idea next week, I’ll do something. If not, I won’t do a damn thing." - Warren Buffett As you can probably guess …
"A PART OF ALL YOU EARN IS YOURS TO KEEP." - George S. Clason Coming from a working class family, as a young kid I was used to seeing my parents spend all their money until their next payments came along. Even though the money was spent on necessities like rent, utilities, gas, food, school, …
