From ShareSoc member to Non-Executive Director (NED)
Sharesoc
by Angela Watt
1M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. First Impressions with Advice and Tips on Becoming a Non-Executive Director. As I sat on the train en route to my first board meeting, I took the opportunity to reflect on my experience on becoming a Non-Executive Director (NED) at ShareSoc. […] The post From ShareSoc member to Non-Executive Director (NED) appeared first on ShareSoc ..read more
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Wealth Management Advice versus DIY investing
Sharesoc
by Angela Watt
1M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. £300 or £3,400 of fees (i.e. costs) you pay each year? £300 or £3,400 of costs/advice fees is the choice that an investor with a £170,000 portfolio would face if he/she invested in a Vanguard passive fund with interactive investor or […] The post Wealth Management Advice versus DIY investing appeared first on ShareSoc ..read more
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Investment trusts: time for boards to earn their corn
Sharesoc
by Angela Watt
1M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. Why boards can’t leave everything to the market. Or to the manager. Every morning I take the dog on a long walk, and usually listen to a podcast or two. One of my regulars is the Money Makers podcast, which is […] The post Investment trusts: time for boards to earn their corn appeared first on ShareSoc ..read more
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Consumer Protection
Sharesoc
by Sandra Falvey
2M ago
I was very interested in ShareSoc’s proposals for the Labour Party concerning the review of financial services. My particular focus was the section headed “Consumer Protection”. I have been a tax adviser since 1985 and a financial planner since 1991. I have always considered the client’s understanding of the pros and cons of an investment […] The post Consumer Protection appeared first on ShareSoc ..read more
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January 2024 Update from the Wellesley Investors Action Group
Sharesoc
by Sandra Falvey
3M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc.  Cliff Weight originally highlighted the Wellesley Investors Action Group, in this article.  I still encourage those affected to join Neil Taylor’s group, but I’ve had some requests for an update from affected investors. Neil has kindly provided the following update:  To […] The post January 2024 Update from the Wellesley Investors Action Group appeared first on ShareSoc ..read more
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How Boards Should Operate
Sharesoc
by Sandra Falvey
3M ago
This article reflects the opinions of its author, Cliff Weight, and not necessarily those of ShareSoc.  ShareSoc member Barry Gamble’s letter to the FT  Black Box thinking and bad boards is a theme I return to again and again and which I first highlighted in a blog in March 2018 https://www.sharesoc.org/blog/corporate-governance/black-box-governance-thinking/ .  Woodford and Link […] The post How Boards Should Operate appeared first on ShareSoc ..read more
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Portfolio Review 2023 – Mark Bentley
Sharesoc
by Mark Bentley
4M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. Introduction This is now my fourth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, “asset types” and investment accounts. My 2022 review can be found here. 2023 was again a difficult and disappointing […] The post Portfolio Review 2023 – Mark Bentley appeared first on ShareSoc ..read more
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Too good to be true investment returns – Another SIPP provider collapses
Sharesoc
by Angela Watt
5M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. Need for name on register further evidenced as high costs of administration seem likely I have been to Cape Verde and seen some of The Resort Group “investments”, many of which are half built following a boom. So, I was not […] The post Too good to be true investment returns – Another SIPP provider collapses appeared first on ShareSoc ..read more
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Random Thoughts from the Secret Auditor
Sharesoc
by Angela Watt
5M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. Nirvana. Investing nirvana is being as indifferent to losses as to winners. Having been investing for about 20 years I have yet to reach that nirvana, I am never indifferent if the portfolio has had a good day or a bad […] The post Random Thoughts from the Secret Auditor appeared first on ShareSoc ..read more
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When is an Investment Trust not an Investment Trust?
Sharesoc
by Angela Watt
6M ago
This article reflects the opinions of its author and not necessarily those of ShareSoc. Opaque Accounts of Alternative Asset Trusts Traditionally, investment trusts invested in highly liquid, listed, operating businesses. The accounts for such trusts are straightforward. The balance sheet simply reflects the market value of the trust’s investments and profit/loss is determined by the […] The post When is an Investment Trust not an Investment Trust? appeared first on ShareSoc ..read more
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