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Sally Morgan

Recent Posts

#11 Little Acorns: 16.1% up on holdings before 'Santa Rally'


We are seasonal creatures who love a tradition and never more than at Christmas. Even in countries with December summers so hot it's a challenge to chill poolside cocktails, Santa still appears in his fur trimmed suit, his beard sprayed with aerosol snow. Our love of seasonal habits also stretches to the markets, with a Christmas hike in stock prices as traditional as eggnog, tinsel and tartan socks.

Sally Morgan
Posted by Sally Morgan
December 16, 2015
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#10 Little Acorns: 10.53% Up After First Year

It's been a massive education, my first year as a value investor. I watched through my fingers as the markets crashed in August; the FTSE 100's silent crash, preceeding 'Black Monday' in China. My portfolio might not have retained its 15% high of April - can't say I was really expecting that though - but it has beaten every major market and is a healthy 10.53% up. When I took into account the strength of the US Dollar, the result was a huge surprise.

Sally Morgan
Posted by Sally Morgan
November 16, 2015
Read The Full Blog

#9 Little Acorns: Diversified Value Stocks vs Property

A conversation I seem to be having a lot with my friends lately is one about how I should invest my money in property rather than stocks. Mention the stock market and people recoil, as if the words themselves might bite. Houses, on the other hand, are always seen as safe. 

Sally Morgan
Posted by Sally Morgan
June 1, 2015
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#8 Little Acorns: 15% Growth and Time for a Spring Clean

It seems that the power of spring growth is not limited to my garden but has crept into my portfolio as well. 

The Little Acorns portfolio is now up 15%, despite the markets dipping since my last post. While my stocks went up 3%, the FTSE dipped 1.5% , the Nasdaq lost 1.6% and the S&P 500 went down 0.4%. 

Sally Morgan
Posted by Sally Morgan
April 22, 2015
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#7 Little Acorns Portfolio: Value Holdings Grow 12% in 4 Months

I called my portfolio 'Little Acorns' for a couple of reasons.There was the obvious idiom: "Mighty oaks from little acorns grow," but I also felt a bit like a little acorn myself: rather green, planting everything I had in the most fertile businesses I could find, inspired by the wise old 'oaks' of value investing.

Sally Morgan
Posted by Sally Morgan
March 20, 2015
Read The Full Blog

#6 Little Acorns Portfolio: Up 8.8% After Three Months

I just read last week's STRIDE blog post about how women are emotionally better equipped to become successful value investors than men - apparently we are less likely to over-trade and incur profit-eroding fees than the boys. Certainly, even with my limited investing experience, I know 8.8% gains after only three months is pretty good.

Sally Morgan
Posted by Sally Morgan
February 24, 2015
Read The Full Blog

#5 Little Acorns: Timing is Everything in Value Investing

The good news is my portfolio is up 3.69%. I am understandably happy about this. It signifies great progress since November, when I started out as a value investor.

The bad news is that the one that got away from me back then has got away from me again: I still don't own shares in Being Co Ltd and it is still on the up and up.

Sally Morgan
Posted by Sally Morgan
January 30, 2015
Read The Full Blog

#4 Little Acorns: Happy New Year! Portfolio 5% Ahead

2015 has started very happily for the Little Acorns portfolio.

Sally Morgan
Posted by Sally Morgan
January 16, 2015
Read The Full Blog

#3 Little Acorns: value stocks hold their own in tough market

There's been little Christmas cheer in the markets over the last couple of weeks - I've seen my portfolio dip 1.37%. I'm still beating the S&P 500 though, which is down 2.89% over the same period. 

There has been a run of bad news since my last post. Japan has fallen into recession, oil prices have dropped further and Russia has hiked interest rates from 10.5% to 17%. The energy sector losses alone saw some global markets record their biggest losses for months.

So while Little Acorns has yet to set the world on fire, I'm pleased that my stocks have held their own during this tough time - and I'm still on the lookout for my final four slices. 

Sally Morgan
Posted by Sally Morgan
December 19, 2014
Read The Full Blog

#2 Little Acorns Portfolio: Value Stocks 1.3% Up After Costs

The Little Acorns portfolio is slightly up on where it started two weeks ago and I still have some funds to spend. 

I am aiming for twenty equity slices and so far, I've bought sixteen. I can already see the effects of diversification and currency hedging at work, despite it being extremely early days.

Sally Morgan
Posted by Sally Morgan
November 28, 2014
Read The Full Blog

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Sally Morgan

Recent Posts

#11 Little Acorns: 16.1% up on holdings before 'Santa Rally'


We are seasonal creatures who love a tradition and never more than at Christmas. Even in countries with December summers so hot it's a challenge to chill poolside cocktails, Santa still appears in his fur trimmed suit, his beard sprayed with aerosol snow. Our love of seasonal habits also stretches to the markets, with a Christmas hike in stock prices as traditional as eggnog, tinsel and tartan socks.

Read More
Sally Morgan
By Sally Morgan
December 16, 2015

#10 Little Acorns: 10.53% Up After First Year

It's been a massive education, my first year as a value investor. I watched through my fingers as the markets crashed in August; the FTSE 100's silent crash, preceeding 'Black Monday' in China. My portfolio might not have retained its 15% high of April - can't say I was really expecting that though - but it has beaten every major market and is a healthy 10.53% up. When I took into account the strength of the US Dollar, the result was a huge surprise.

Read More
Sally Morgan
By Sally Morgan
November 16, 2015

#9 Little Acorns: Diversified Value Stocks vs Property

A conversation I seem to be having a lot with my friends lately is one about how I should invest my money in property rather than stocks. Mention the stock market and people recoil, as if the words themselves might bite. Houses, on the other hand, are always seen as safe. 

Read More
Sally Morgan
By Sally Morgan
June 1, 2015

#8 Little Acorns: 15% Growth and Time for a Spring Clean

It seems that the power of spring growth is not limited to my garden but has crept into my portfolio as well. 

The Little Acorns portfolio is now up 15%, despite the markets dipping since my last post. While my stocks went up 3%, the FTSE dipped 1.5% , the Nasdaq lost 1.6% and the S&P 500 went down 0.4%. 

Read More
Sally Morgan
By Sally Morgan
April 22, 2015

#7 Little Acorns Portfolio: Value Holdings Grow 12% in 4 Months

I called my portfolio 'Little Acorns' for a couple of reasons.There was the obvious idiom: "Mighty oaks from little acorns grow," but I also felt a bit like a little acorn myself: rather green, planting everything I had in the most fertile businesses I could find, inspired by the wise old 'oaks' of value investing.

Read More
Sally Morgan
By Sally Morgan
March 20, 2015

#6 Little Acorns Portfolio: Up 8.8% After Three Months

I just read last week's STRIDE blog post about how women are emotionally better equipped to become successful value investors than men - apparently we are less likely to over-trade and incur profit-eroding fees than the boys. Certainly, even with my limited investing experience, I know 8.8% gains after only three months is pretty good.

Read More
Sally Morgan
By Sally Morgan
February 24, 2015

#5 Little Acorns: Timing is Everything in Value Investing

The good news is my portfolio is up 3.69%. I am understandably happy about this. It signifies great progress since November, when I started out as a value investor.

The bad news is that the one that got away from me back then has got away from me again: I still don't own shares in Being Co Ltd and it is still on the up and up.

Read More
Sally Morgan
By Sally Morgan
January 30, 2015

#4 Little Acorns: Happy New Year! Portfolio 5% Ahead

2015 has started very happily for the Little Acorns portfolio.

Read More
Sally Morgan
By Sally Morgan
January 16, 2015

#3 Little Acorns: value stocks hold their own in tough market

There's been little Christmas cheer in the markets over the last couple of weeks - I've seen my portfolio dip 1.37%. I'm still beating the S&P 500 though, which is down 2.89% over the same period. 

There has been a run of bad news since my last post. Japan has fallen into recession, oil prices have dropped further and Russia has hiked interest rates from 10.5% to 17%. The energy sector losses alone saw some global markets record their biggest losses for months.

So while Little Acorns has yet to set the world on fire, I'm pleased that my stocks have held their own during this tough time - and I'm still on the lookout for my final four slices. 

Read More
Sally Morgan
By Sally Morgan
December 19, 2014

#2 Little Acorns Portfolio: Value Stocks 1.3% Up After Costs

The Little Acorns portfolio is slightly up on where it started two weeks ago and I still have some funds to spend. 

I am aiming for twenty equity slices and so far, I've bought sixteen. I can already see the effects of diversification and currency hedging at work, despite it being extremely early days.

Read More
Sally Morgan
By Sally Morgan
November 28, 2014

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