My ‘end of the year’ review

Let’s take a look back at 2018, a volatile year for the financial markets and also for my portfolio to be honest. I’ve changed from a Dividend Growth Investor into a sort of hybrid. I took quite a lot of gains of the table and redistributed them into ETF’s, bonds and a few specific shares of companies I believe in for the long term. I’ve made promotion at work to become a junior broker, which in turn led me to learn a lot about options and these are now a part of portfolio too.

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Italy

We all know the short term noise, the ever glooming hard Brexit, the USA-China tradewar, stalling global economy and of course Italy’s current financial state. Let’s take a closer look at Italy. What is happening there, and how could we as investors benefit without taking too much risk.

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Portfolio management

How to manage your portfolio, it sounds like a fund manager will tell you what to look out for in your portfolio in current market conditions. It isn’t though, I will discuss what I think is the best strategy based on your capital on hand for the long term.

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Chapter Two // Options

Recently I’ve looked more into options, to be fair I had to do it for my job as I’m looking to learn more about financial products so I can make a little promotion. After long hours of trying to get my head around option trading, I think I finally got it and I immediatly put my new knowledge to work. Why are options interesting and worth your attention? Well let me explain.

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The Road to Independence // Chapter Two

Welcome to the first of many TRTI posts, this will be a new series I’m starting. And it all starts here, with a fresh start to my portfolio. I can hear you asking: ‘If it’s a fresh start why is it called Chapter Two?’. Well, this is the second stage of my investing plan, I hope you are as excited as I am to find out more!

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