Please find below links to some of the articles I've written this week. I hope you find at least one of them interesting and useful...
Was Neil Woodford right to sell his Vodafone shares?
Neil Woodford is the 800lb gorilla in the UK fund management world. His style is quite similar to mine and the one covered in UK Value Investor, so any trades that Mr Woodford makes is of interest to me as well as thousands of keen investors. However, some of his actions of late have left me a bit puzzled... Read the rest of this article >>
High yield value investing model portfolio hits £60,000
I fired up ShareScope this morning and low and behold the UKVI portfolio had powered straight through the £60k mark. After starting in March 2011 with a virtual pot of £50,000 it's good to see this next milestone reached relatively quickly. It's also good to see that this isn't just a high price and an excessive valuation, as the historic yield is still around 4.4%, well above the market average.... Read the rest of this article >>
Performance of the model portfolio – February 2013
Over the past year the index tracker benchmark is up 20.2% while the model portfolio is up 20.7%. From inception in March 2011, the index tracker is up 16.9% with the model portfolio ahead once again at 19.4%... Read the rest of this article >>
Latest issue of UK Value Investor
I have recently published the February issue of UK Value Investor, which contains the usual mix of unique FTSE 350 stock screen, market valuation and model portfolio. This month's Buy Alert covers the analysis of a market leading insurance and reinsurance company which has grown around 9% a year in the last decade and which currently has a dividend yield over 5%... Find out more about the newsletter >>
Have a good weekend, and don't forget I'm happy to answer any questions you may have (about investing!).
John Kingham
Editor, UK Value Investor
Email: john@ukvalueinvestor.com
PS. You can still get discounted tickets to the London Value Investor Conference using code UKVALINV123 - Find out more about the conference >>
Note: I provide information for investors who can make their own decisions. I do not provide financial advice. You should seek a professional advisor if you think you need one. Please remember that the value of investments and their income can fall as well as rise.
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