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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
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Latest Blogs
Fundsmith Annual Investor Letter
The views expressed in this article are those of its author and not necessarily those of ShareSoc.
Terry Smith has published his thirteenth annual letter for investors in the Fundsmith Equity Fund (which I hold). As usual it’s a good mixture of sound analysis of market events and witticisms. I’ll cover a few significant points:
The fund underperformed the MSCI World Index with a total return of minus 13.8%, which was better than my own portfolio. As he points out, the only way ...
Post Date: January 10, 2023
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Year End Portfolio Review of 2022 – Roger Lawson
The views expressed in this article are those of its author and not necessarily those of ShareSoc.
As I have published in previous years, here is a review of my own stock market portfolio performance in the calendar year 2022. I’ll repeat what I said last year to warn readers that I write this for the education of those new to investing because I have no doubt that some experienced investors will have done a lot better than me, while some may ...
Post Date: January 4, 2023
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Portfolio Review 2022 – Cliff Weight
This is a personal blog by ShareSoc Director Cliff Weight. The views expressed are my own and do not purport to represent ShareSoc. Neither ShareSoc nor I are authorized to give financial advice, and nothing in this blog should be considered advice. Do your own research!
Performance Overview for 2022
My portfolio numbers for 2022 were:
Everything – all equities, ISAs, SIPPs, OEICS, property, etc
-6%
Cliff’s portfolio F - the ones I actively manage. These are mainly small cap and AIM, i.e. growth shares
-29%
My benchmark = FTSE ...
Post Date: January 2, 2023
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Vanguard Platform/Funds and Customers’ Performance
The views expressed in this article are those of its author and not necessarily those of ShareSoc.
ShareSoc’s role is not to recommend one platform over another, but we do try to bring to members’ attention relevant information about platforms.
Robin Powell in the Telegraph has written about the performance of investors in Vanguard funds and highlights that in general they have been patient investors and not bought at the top, nor sold at the bottom, nor over-traded.
Data on Vanguard
A Vanguard ISA has ...
Post Date: January 2, 2023
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The Outlook for Stock Markets and Bank Runs
The views expressed in this article are those of its author and not necessarily those of ShareSoc.
Market Outlook
It’s that time of year when financial commentators like to pontificate on the future for the stock market in the coming year and tip sheets give their hot share tips for the New Year.
As regards economic forecasts and how the stock market will perform I can do no better than quote John Littlewood in his book “The Stock Market”:
“The sequence of bull and bear ...
Post Date: December 30, 2022
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