Q4 2021

Quarterly Update – Q4 2021

The rollercoaster of 2021 has come to a stop. In this update I look back on Q4 2021 which had some hugely positive developments from a personal finance point of view.

August 2021

Monthly Update – August 2021

As Ronan Keating says, “Life is a rollercoaster in the financial markets”. (I may have added the last part in). An up and down month but positive overall.

Interactive Brokers Vs. Trading 212

Interactive Brokers Vs. Trading 212

Recently I decided to move from Trading 212 to Interactive Brokers, this post outlines the process of switching and my rationale behind the move.

Income Portfolio July 2021

Monthly Update – July 2021

Did the Income Portfolio recover from June’s poor performance? Not really, but it’s not all bad news! Three new additions to the portfolio to discuss.

What is Dividend Growth Investing?

What is Dividend Growth Investing?

Dividend growth investing has become a popular investment strategy in the last few years, but what exactly is it? This post explores the concepts behind dividend growth investing.

Income portfolio

The Income Portfolio – An Introduction

In October 2020 I started a new portfolio with the aim of increasing my income. This post outlines my rationale behind the portfolio, and what is to come in this series.

Types of Mutual Funds

There are a number of different types of mutual funds on the market. How do you know which one to choose? This post explores the various types of mutual funds available.

What is a Mutual Fund?

Mutual funds are a staple of many investors portfolios, but what exactly are they? In this post, we explore mutual funds and similar financial instruments that can offer you diversification at the click of a button. 


Cash is King as the saying goes, but does this apply to your investing? Cash is one of the traditional asset classes, along with Stocks and Bonds. In this post, we will explain why cash is a useful asset to have in your investment portfolio and what you can expect to gain from it. 

What Are Commodities?

What are commodities and why should you know about them? In this post, we will cover the different types of commodities, along with their place in your portfolio.