Stephen Walters
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...
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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...
Stephen Walters
- Mar 15, 2021
Honouring the courage of the 'early adopter' in us
After a slithery month, tech stocks seem to have recovered their balance. Down 7% from its peak, the Dexterity portfolio is 43% up on its...
Stephen Walters
- Mar 1, 2021
The sun’s not shining on tech-related funds
Gosh! The last fortnight’s performance has put my gas at a peep. The Dexterity portfolio fell 8% as Tesla, Amazon and other tech-related...
Stephen Walters
- Feb 15, 2021
Adventurous reconnaissance
My portfolio having made a larger profit than ever I’d anticipated at this stage, my capacity for loss is a little more spacious than...
Stephen Walters
- Feb 2, 2021
Apprehensive of comeuppance
The month-by-month chart doesn’t show the slip, but within January the Dexterity portfolio fell 6%. Clean Energy took more of the blow...
Stephen Walters
- Jan 18, 2021
Time to re-balance?
Although the Dexterity portfolio climbed again last fortnight, it has been higher still and fallen back 2%. Observing the slippage, I...
Stephen Walters
- Jan 4, 2021
Wide diversification for safety
Dexterity’s portfolio now comprises 14 globally-themed ETF. Part of me longs to heavy-up on Clean Energy and Electric Vehicles; but I’ve...
Stephen Walters
- Dec 21, 2020
Taking profits and diversifying risk
Feeling astonishment at the growth of Dexterity’s portfolio, and believing loss hurts more than gain pleases; I’ve taken some profits...
Stephen Walters
- Dec 8, 2020
I've rebalanced my portfolio
Markets having remained very level over the last two weeks, I’ve taken a cue to rebalance my portfolio; distributing the profit from the...
Stephen Walters
- Nov 24, 2020
The attractions of thematic investment
For now the portfolio continues to ease ahead of the World and UK Indices which are my benchmarks. I greatly prefer global thematic...
Stephen Walters
- Nov 9, 2020
Ready for a Biden Bounce
(writing at 0630) In response to Mr Biden’s victory, markets in Asia have already risen 2-2.5%; so I imagine something similar will...
Stephen Walters
- Oct 26, 2020
Recovery looking like a K
Owing probably to the US election being too close to predict, and Covid second-wave shock; during the last two weeks markets have fallen,...
Stephen Walters
- Oct 12, 2020
Clean Energy carrying the weight
Hauling by far the most weight in the portfolio is iShares’ Clean Energy ETF (ticker INRG). It tracks an index by S&P of 30 companies in...
Stephen Walters
- Sep 29, 2020
The gap widens in our favour
What I see in the chart is a gap opening behind the Dexterity portfolio, since lockdown. In my opinion the gap is opening because...
Stephen Walters
- Sep 15, 2020
Advocating Clean Energy
Clean Energy’s so important even BP can resist it no longer. BP’s board has decided to buy into the offshore wind market, by partnering...
Stephen Walters
- Aug 31, 2020
Showing signs of resilience and sustainability
I generally prefer pictures to numbers, so for the next while I’d like to show the performance of Dexterity’s portfolio in a chart...
Stephen Walters
- Aug 17, 2020
What moves me to promote ESG?
Maybe you’ve already invested with ESG principles. I imagine many other people have little idea how to engage with ESG, but would like...
Stephen Walters
- Aug 3, 2020
Relevance for life
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...
Stephen Walters
- Jul 27, 2020
The worst wasn’t as bad as I feared
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...
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