This article reflects the opinions of its author and not necessarily those of ShareSoc. Initial Period  Home REIT (HOME) appeared to offer rather an attractive proposition. It was intended to purchase residential properties and lease them at affordable rents to charities and public bodies (“the tenants”) providing accommodation for the homeless. The rent was supposed […] The post Home REIT – A Personal Viewpoint appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Another fudge. No-one is going to jail for this disaster. Examples need to be set to deter, to stop this happening again.  I am appalled at the lack of transparency on the size of the settlement. The article […] The post KPMG settles with Carillion liquidators over £1.3bn audit negligence claim appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc. The Resolution Foundation has released a report looking at “the Government’s policies to encourage household saving”, it particularly focuses on ISAs and notes that capping ISAs could raise £1bn in tax for the Treasury.   https://www.resolutionfoundation.org/publications/isa-isa-baby/  The report proposes […] The post Proposals on Limiting ISAs appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc. The editorial in this week’s Investors’ Chronicle was full of doom and gloom. Under the headline “Facing up to new realities” the editor said “The threats identified by the WEF (World Economic Forum at Davos) include climate change, […] The post The New Realities and Private Healthcare appeared first on ShareSoc ..read more

This article reflects the opinions of its author and not necessarily those of ShareSoc. Introduction Following on from my reviews in 2020 and 2021, I have now conducted a similar exercise for 2022. See my 2020 review for an explanation of my investment objectives, strategy, “asset types” and investment accounts. My 2021 review can be […] The post Portfolio Review 2022 – Mark Bentley appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc Wealth Club send me loads of useful emails and recently one arrived with this table of VCT returns over the past 10 years. For comparison, I am reminded (source eToro) that since 1926 the S&P has provided an […] The post VCTs: great tax breaks- but are they delivering returns? appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Terry Smith has published his thirteenth annual letter for investors in the Fundsmith Equity Fund (which I hold). As usual it’s a good mixture of sound analysis of market events and witticisms. I’ll cover a few significant points: […] The post Fundsmith Annual Investor Letter appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc. As I have published in previous years, here is a review of my own stock market portfolio performance in the calendar year 2022. I’ll repeat what I said last year to warn readers that I write this for […] The post Year End Portfolio Review of 2022 – Roger Lawson appeared first on ShareSoc ..read more

This is a personal blog of ShareSoc Director Cliff Weight. Neither ShareSoc nor I can give financial advice nor recommend shares. Nothing in this blog should be considered as advice. Do your own research. The views expressed are my own and do not purport to represent ShareSoc. Performance Overview for 2022 My portfolio numbers for […] The post Portfolio Review 2022 – Cliff Weight appeared first on ShareSoc ..read more

The views expressed in this article are those of its author and not necessarily those of ShareSoc. ShareSoc’s role is not to recommend one platform over another, but ShareSoc does try to bring to members’ attention relevant information about platforms. Robin Powell in the Telegraph has written about the performance of investors in Vanguard funds […] The post Vanguard Platform/Funds and Customers’ Performance appeared first on ShareSoc ..read more