In this week’s personal finance podcast David Liddell joins Leonora, Kate and Emma from the Investors Chronicle looking at fund performance in July, including the high profile Woodford Equity Income Fund. They also discuss Bestinvest’s analysis of under-performing funds in ‘Spot the Dog’.
This week’s portfolio clinic concerns advice for an investor who wants to quit the rat race and live off income from investments. Listen here . . .
David Liddell joins Chris Dillow and Ben Yearsley in commenting on the Investors Chronicle Reader Portfolio: Jeremy is 52 years old and works full time. He is married and one of his children is financially independent, while the other has just finished their final year at university.
David Liddell’s Contrarian Investor Blog for Money Observer .
David Liddell gives his comments on gaining exposure to Tech.
Investors Chronicle’s Top 50 exchange traded funds (ETFs) list is in its fourth year.
David Liddell gives advice for an Investors Chronicle reader:
Marjorie is 74 and her pension income covers all her living expenses. Her home is mortgage-free and she also has a stocks and shares Individual Savings Account (ISA) worth £100,000 and £500,000 cash. The cash includes a number of fixed rate bonds which pay an interest rate of 4 per cent or higher, though these are now maturing. It also includes bonds which pay a lower rate of interest and instant access accounts, and she holds as much as she can in ISAs.
Daivd Liddell gives his views to Emma Agyemang from Investors Chronicle on the Henderson High Income and Threadneedle UK Select plan merger.
David Liddell gives his insights into investing in China to Emma Agyemang of Investors Chronicle.
David Liddell contributes to the Investors Chronicle’s Reader Portfolio for a 77 year old lady with ISAs and trading account wishing to achieve a 3% yield for £18,000 a year income.
David Liddell gives his comments to Emma Agyemang of Investors Chronicle. He states “China is a great market to have some exposure to if you’ve got a 10-years-plus horizon and can look through volatility.”