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Dexterity

Financial Planning for peace-of-mind

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    Stephen Walters
    • Apr 19

    Where’s the place to be?

    Even if the pandemic be past; with inflation at 7%, still broadening and entrenching; maritime supply lines in a log-jam; UK political...
    Choosing for young people, and for anyone cautiously disposed.
    Stephen Walters
    • Apr 11

    Choosing for young people, and for anyone cautiously disposed.

    These two charts by Google show worldwide interest is fading not only in Covid but also Ukraine. In no position to judge anyone for their...
    Income never goes out of fashion
    Stephen Walters
    • Mar 21

    Income never goes out of fashion

    These last four weeks I’ve not had anything valuable to say, and been in apprehension lest anyone imagine on money I place a value higher...
    Stephen Walters
    • Feb 17

    Risks pernicious or acute

    Members of the most closely-watched financial authority in the world - the US Federal Reserve - yesterday named five risks they see in...
    Between Scylla and Charybdis
    Stephen Walters
    • Jan 25

    Between Scylla and Charybdis

    The Dexterity portfolio has suffered a sharp fall this month: all holdings down, with clean energy, infrastructure, cyber security,...
    New Year thoughts
    Stephen Walters
    • Jan 6

    New Year thoughts

    I had recently read that Tesla is suffering production problems. This article shows the company’s teamwork and problem-solving seems to...
    Stephen Walters
    • Dec 31, 2021

    Eroding an anachronism

    Today is a timely moment for me to reflect on ETF: where they’ve reached and where they’re going. Financial Times recently reported the...
    Turbulence around uncertainty
    Stephen Walters
    • Dec 6, 2021

    Turbulence around uncertainty

    The Chicago Board Options Exchange [CBOE] maintains a very useful chart of market-volatility in USA. As the Dexterity portfolio is 55%...
    My confidence restored; nothing to do with cannabis.
    Stephen Walters
    • Nov 15, 2021

    My confidence restored; nothing to do with cannabis.

    Inflation in the USA having jumped to the highest level in thirty years; the uncertainty that brooded in markets from Feb to October has...
    Tesla's triumph and ESG's progress
    Stephen Walters
    • Nov 1, 2021

    Tesla's triumph and ESG's progress

    In response to an order from Hertz for 100,000 cars, the share price now values Tesla at $1 trillion. It’s only the sixth such company;...
    Relief is sweet
    Stephen Walters
    • Oct 25, 2021

    Relief is sweet

    Since early September I’ve been averse to write anything about the portfolio. Seeing many markets slither - prompted chiefly by the...
    An ETF on the theme of sustainable activities
    Stephen Walters
    • Sep 6, 2021

    An ETF on the theme of sustainable activities

    For those of you with either new cash, or with profits you’ve taken; or money divested from an unfulfilling fund; I propose you consider...
    Steadfast tortoise takes the lead
    Stephen Walters
    • Aug 16, 2021

    Steadfast tortoise takes the lead

    I've wanted to look at Clean Energy's dramatic rise and precipitous fall in the spring, in the context of other funds' performance. I...
    Chinese Takeaway
    Stephen Walters
    • Jul 26, 2021

    Chinese Takeaway

    People ask me why I invest in themes only globally, not nationally. The answer is I can’t render myself well-enough informed to make a...
    Gender Equality is a powerful theme, and very ESG
    Stephen Walters
    • Jul 14, 2021

    Gender Equality is a powerful theme, and very ESG

    So far, only two companies have entered the Gender Equality theme, but their performance is sound. Here is a chart comparing both of them...
    Stephen Walters
    • Jun 29, 2021

    A nourishing theme, this one

    Last December I bought a fresh, themed ETF called 'The Sustainable Future of Food'. It's presently unique in the UK ETF marketplace, and...
    Holding myself to account
    Stephen Walters
    • Jun 29, 2021

    Holding myself to account

    For eight weeks I've side-stepped this blog. I've not kept my pledge to write fortnightly. Maybe some of you have wondered about my...
    Stephen Walters
    • May 3, 2021

    Anyone for infrastructure?

    Several of you have expressed bemusement that Global Infrastructure doesn’t appear in the Dexterity portfolio. It seems an obvious theme...
    Stephen Walters
    • Apr 13, 2021

    Why I like themes, and when to sell

    The Dexterity portfolio seems to have settled, to begin moving in the right direction again. I acknowledge both benchmarks have closed...
    Stephen Walters
    • Mar 31, 2021

    Wishful thinking

    Seeing the Dexterity portfolio fall while both benchmarks rise is a test of my stoicism; to accept the experience without demur, even...
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    Dexterity is a trading name of Stephen Walters Financial Planning Limited (SC360356)   Authorised and regulated by the Financial Conduct Authority (503299)

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    Dexterity, Scott House, 10 South Saint Andrew Street, Edinburgh, EH2 2AZ, Scotland    E: stephen@dexterityIFA.com   T: 0750 001 9490 or 0131 618 6611