In November 2014, a budding UK-based value investor, mum and writer embarked on a value investing journey with STRIDE.
“I’d bought into the London property market as a buy-to-let landlord, believing nothing was safer than bricks and mortar. I had no idea how much work it would take and how little I’d get back for it. I was disillusioned, to say the least, and desperate to find another way of securing my financial future.”
She sold her investment property and invested the equity in global stocks, following the STRIDE 3D value investing and asset allocation principles. Sally is now easily beating the FTSE100, the S&P500 and the UK housing market. Find out how she’s doing it and follow her portfolio here.
15-20% annualised returns
Long-term, value investing
Easily beating the FTSE100, the S&P500 and the UK housing market
When I set up my portfolio on 14th November 2014, who could have predicted the three years that were to come? Brexit, the Japanese recessions, Trump’s unprecedented presidency and now the fall of Mugabe, to name a few. Would I have chosen that moment to become a value investor had I known what lay ahead? Maybe not. With the benefit of hindsight I can see what a mistake that would have been.Read More
My Little Acorns are 70% bigger than they were when I ‘planted’ them and overall portfolio value has risen above $200,000. I’ve also sold another stock with 180% returns, after STRIDE spotted potential financial weakness in this long-term winner that I would have missed.Read More
I’m happy to say I’ve been much more attentive to my Little Acorns portfolio since my last post. System 1 became a sell, and I’ve bought four new stocks, bringing my total slices to 33. And, thanks to my $18k realised gains, I still have $30k in cash.Read More
I have been so busy with my consultancy work lately that I haven’t been into STRIDE for months. I’ve been checking my emails every day to make sure none of my stocks turned red for sell, but that is all the portfolio management I’ve done.Read More
As Little Acorns enters its third year it's up 44% and still beating all major markets. In this post I’m going to highlight one of my top performing stocks and show you some of my favourite new STRIDE features.Read More
Yes, you did read that right. In GBP terms, on its two-year anniversary, my portfolio is up by 71%. However, I report in USD and in those terms, my gains are a much lower 30.48%.Read More
Sally Morgan, a freelance writer and working parent, began a live case study in November 2014 documenting her journey as a value investor, using the STRIDE engine to manage her portfolio strategy.Read More
Little Acorns is currently 24.5% up overall (including the bit I’ve kept in cash) and 29.9% on my holdings / income.Read More
The eyes of the world might be on the markets with the Brexit referendum just around the corner, but mine are still firmly focused on my STRIDE portfolio.
My Little Acorns have grown 25.5% and my top performing stock, Webjet, is now up 122% and has paid me a healthy 4% dividend.
It's spring in England and there is a feeling of hope and happiness popping out with the blossoms. The winter was long and harsh and it feels like finally, there is something great out there again. And I'm not just talking about the markets.Read More
The start of a new year is always filled with projections of trends and patterns for the months ahead. Looking at traditionally observed patterns, Santa was a no-show for his predicted December rally. Now everyone is watching to see what happens in January for insights into how things will go for the rest of the year. I'm not a fan of these predictions; they're just too unpredictable. So my new year resolutions are to stick to value over vision, principles over prophecy and reality over rumour, with a healthy dose of analysis thrown in.Read More
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.
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
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
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
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
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
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
2015 has started very happily for the Little Acorns portfolio.Read More
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
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
Hi there and welcome to my first post as a value investor.Read More
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