The portfolio’s fall last week had everything to do with the value of the US dollar, owing to economic and trade data worse than generall...

Between its peak on 20 Feb and its nadir on 23 Mar, the Dexterity portfolio lost 29% of its value. More days than not since then it has r...

The new component - Electric Vehicles & Technology - is making a positive contribution. Just now the performance is beyond anything for w...

Electric vehicles are growing in popularity (chart #1).  After almost going bust in March 2018, Tesla share price is flourishing (#2). I ...

By running an ESG portfolio I’m not seeking to change people. I aspire to show only that ESG investors needn’t suffer for their principle...

Intention: I want to discover whether ‘ethical’ investors have to pay for their principles. Background: Since beginning IFA work in ’89 I...

The Dexterity portfolio is not alone in having bounced.  The chart from Société Générale via FT compares the present experience with the ...

My experiment began on 3 April 2019 to discover whether ‘ethical’ investors do have to sacrifice performance for their beliefs.  AJ Bell’...

More than just the chart; the figures in these tables encourage me.  Noticing an urge to meet a need I have for trustworthiness; I want t...

Here’s the Dexterity portfolio (red) yesterday, at the close of UK’s stock exchange; compared to MSCI World (grey) and FTSE All Share (bl...

To record the performance of the Dexterity portfolio at this point seems timely. Stock markets being fully electronic, they won’t shut d...

Fully accepting the message, "your portfolio hasn't fallen as much as other people's" isn't any comfort; yet I am pleased to see the Dext...

I'd hoped the portfolio's diversity would prove defensive, but hadn't expected a test so severe as Covid-19. However, the portfolio is c...

Although the Dexterity portfolio leads by 0.50%; today's chart I saved just before markets opened; so the overall performance will now ha...

While the portfolio is looking competent, I've decided to make two changes: 1. The FTSE All-Share Index - although well-known - isn't en...

From a total of 2,200 Exchange Traded Products (ETP) listed on LSE, I have filtered out all the ones I doubt Dexterity's clients would ev...

More of the same, for now.... Clues I'm following to continue invested, and to remain widely diversified: Interest rates in 'developed' n...

Lest today be the only occasion Dexterity's portfolio ever exceeds the benchmark professional fund managers use, I'd like to mark it. The...

During 2019 many equity markets around the world had their best year since recovery from the credit crunch in 2008; despite the trade-tar...

Dexterity's portfolio is only 5% in UK (see table), so this week’s sharp rise isn’t owing only to UK political clarity. The bigger contri...