The Investment Cuddle

This month the Cuddle covers what went on in the markets in 2022, looking at indexes, bonds and individual companies.  We talk through how our portfolio performed and review our best and worst performers.
 
Music by https://audionautix.com
 
Information links
Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information
Murray International Trust (MYI)
https://www.murray-intl.co.uk
Henderson International Income Trust plc (HINT)
https://www.janushenderson.com/en-gb/investor/product/henderson-international-income-trust-plc/
European Assets Trust (EAT)
https://www.columbiathreadneedle.co.uk/european-assets-trust/
Henderson Diversified Income Trust plc (HDIV)
https://www.janushenderson.com/en-gb/investor/product/henderson-diversified-income-trust-plc/
VinaCapital Vietnam Opportunity Fund (VOF)
https://vinacapital.com/investment-solutions/offshore-funds/vof/overview/
 

This month the Cuddle covers precious metals, looking at the different opinions people have taken regarding the yellow metal.  We talk through the options for what to buy with a look at individual companies, ETFs and funds.
 
Music by https://audionautix.com
 
Information links
ES Baker Steel Gold and Precious Metals, Class B, Accumulation (GBP) http://www.bakersteelcap.com/en/baker-steel-funds/
Golden Prospect Precious Metals Ltd, GPM
https://ncim.co.uk/wp/golden-prospect-precious-metals-ltd/#
iShares Physical Metals plc Physical Silver ETC, SSLN https://www.ishares.com/uk/individual/en/products/258443/ishares-physical-silver-etc-fund
iShares Physical Metals plc Physical Gold USD ETC, IGLN https://www.ishares.com/uk/individual/en/products/258441/ishares-physical-gold-etc-fund
Ninety One Global Gold, Class I, Accumulation (GBP) https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B1XFGM25-ninety-one-global-gold-fund/key-statistics
Sylvania Platinum Ltd, SLP https://www.sylvaniaplatinum.com
 

This month the Cuddle covers pensions, looking at the different types.  We talk through the options for what to buy with a look at pension transfers.
 
Music by https://audionautix.com
 
Information links
Defined benefit vs Defined contribution
https://www.investopedia.com/ask/answers/032415/how-does-defined-benefit-pension-plan-differ-defined-contribution-plan.asp
SIPP https://www.investopedia.com/terms/s/self-invested-personal-pension-sipp.asp
 
IRA Individual Retirement Account (IRA) Definition (investopedia.com)
Roth IRA Roth IRA Basics: How It Works and How to Get Started (investopedia.com)
ISA Individual Savings Accounts (ISAs): Overview - GOV.UK (www.gov.uk)
Invest talk podcast https://kppfinancial.com/investTalk
 

This month the Cuddle looks at inflation with a focus on what to buy in an inflationary environment.  We talk through some company examples and look more broadly at the sector they sit within.
 
Music by https://audionautix.com
 
Information links
 
Abbvie inc https://www.abbvie.com
B&G Foods https://bgfoods.com
British America Tobacco https://www.bat.com
Shell https://www.shell.com
Diversified Energy Company https://www.div.energy
Polymetal https://polymetalinternational.com/en/
 

This month the Cuddle looks at inflation with a focus on what to buy in an inflationary environment.  We talk through some example investment funds.
 
Music by https://audionautix.com
 
Information links
AIC - https://www.theaic.co.uk

This month the Cuddle looks at information sources with a focus on the written word and data sources for shares and trading.  We talk through what information sources we use and why.
 
Music by https://audionautix.com
 
Information links
FT - https://www.ft.com
Share Magazine - https://www.sharesmagazine.co.uk
Investors Chronicle – https://www.investorschronicle.co.uk
Moneyweek - https://moneyweek.com
 
Internet Data
Trustnet - https://www.trustnet.com
Citywire - https://citywire.com/funds-insider
Motley fool - https://www.fool.co.uk
 
Research
AIC - https://www.theaic.co.uk
Morning star - https://www.morningstar.co.uk/uk/
Edison research - https://www.edisongroup.com
Quoted data - https://quoteddata.com
 
Stocks
Stockopedia - https://www.stockopedia.com
Share pad - https://www.sharescope.co.uk/sharepad.jsp
Dividend Max. https://www.dividendmax.com
 

This month the Cuddle looks at information sources with a focus on the written word and data sources for funds and ETFs.  We talk through what information sources we use and why.
 
Music by https://audionautix.com
 
Information links
FT - https://www.ft.com
Share Magazine - https://www.sharesmagazine.co.uk
Investors Chronicle – https://www.investorschronicle.co.uk
Moneyweek - https://moneyweek.com
 
Internet Data
Trustnet - https://www.trustnet.com
Citywire - https://citywire.com/funds-insider
Motley fool - https://www.fool.co.uk
 
Research
AIC - https://www.theaic.co.uk
Morning star - https://www.morningstar.co.uk/uk/
Edison research - https://www.edisongroup.com
Quoted data - https://quoteddata.com
 
Stocks
Stockopedia - https://www.stockopedia.com
Share pad - https://www.sharescope.co.uk/sharepad.jsp
Dividend Max. https://www.dividendmax.com
 

This month the Cuddle looks at our top 5 financial documentaries.  We talk through favourites with a look at a few that didn’t quite make the final cut.
 
 
Music by https://audionautix.com
 
Information links
China Hussle - https://www.youtube.com/watch?v=55892jT06aI
Trader - https://www.imdb.com/title/tt5996252/
Niall Ferguson, The Ascent of Money - https://www.youtube.com/watch?v=2XX2b2MeDe0
Enron - https://www.imdb.com/title/tt1016268/
Money is debt - https://www.imdb.com/title/tt1828247/
 

This month the Cuddle covers dividend investment, looking at the tax implications for dividend payers in different jurisdictions.  We talk through how to avoid paying unnecessary tax on dividends.
 
Music by https://audionautix.com
 
Information links
https://www.dividendmax.com
 

This month the Cuddle covers dividend investment, looking at the difference between share and fund dividend payers.  We talk through OEICs, investment trusts and bonds with a look at payment intervals.