Stephen Walters
Dexterity portfolio update
The new component - Electric Vehicles & Technology - is making a positive contribution. Just now the performance is beyond anything for...
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Stephen Walters
- Jun 22, 2020
Electric Vehicle Technology
Electric vehicles are growing in popularity (chart #1). After almost going bust in March 2018, Tesla share price is flourishing (#2). I...
Stephen Walters
- Jun 8, 2020
Freedom to choose
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...
Stephen Walters
- May 26, 2020
Lay to rest a myth that good ethics carry a performance-penalty
Intention: I want to discover whether ‘ethical’ investors have to pay for their principles. Background: Since beginning IFA work in ’89...
Stephen Walters
- May 19, 2020
Enjoying a bounce
The Dexterity portfolio is not alone in having bounced. The chart from Société Générale via FT compares the present experience with the...
Stephen Walters
- May 6, 2020
Dexterity Dozen progress report
My experiment began on 3 April 2019 to discover whether ‘ethical’ investors do have to sacrifice performance for their beliefs. AJ...
Stephen Walters
- Apr 22, 2020
Some encouraging data
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...
Stephen Walters
- Apr 2, 2020
Further to go?
Here’s the Dexterity portfolio (red) yesterday, at the close of UK’s stock exchange; compared to MSCI World (grey) and FTSE All Share...
Stephen Walters
- Mar 24, 2020
A timely update?
To record the performance of the Dexterity portfolio at this point seems timely. Stock markets being fully electronic, they won’t shut...
Stephen Walters
- Mar 16, 2020
Nothing completely lost where there's a good lesson learned
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...
Stephen Walters
- Mar 4, 2020
So far, so good
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...
Stephen Walters
- Feb 24, 2020
A neck ahead, for now
Although the Dexterity portfolio leads by 0.50%; today's chart I saved just before markets opened; so the overall performance will now...
Stephen Walters
- Feb 10, 2020
Two changes to the Dexterity Dozen
While the portfolio is looking competent, I've decided to make two changes: 1. The FTSE All-Share Index - although well-known - isn't...
Stephen Walters
- Feb 6, 2020
New candidates for the Dexterity Dozen
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...
Stephen Walters
- Jan 29, 2020
Dexterity ETF portfolio progress
More of the same, for now.... Clues I'm following to continue invested, and to remain widely diversified: Interest rates in 'developed'...
Stephen Walters
- Jan 14, 2020
Dexterity ETF portfolio progress
Lest today be the only occasion Dexterity's portfolio ever exceeds the benchmark professional fund managers use, I'd like to mark it. The...
Stephen Walters
- Jan 6, 2020
Dexterity ETF portfolio progress
During 2019 many equity markets around the world had their best year since recovery from the credit crunch in 2008; despite the...
Stephen Walters
- Dec 19, 2019
Dexterity ETF portfolio progress
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...
Stephen Walters
- Dec 10, 2019
Dexterity ETF portfolio progress
Stock markets are experiencing a difficult time, because the trade war escalated last week. US President Donald Trump said he would...
Stephen Walters
- Nov 25, 2019
Dexterity ETF portfolio progress
In suspense I’ve been this last fortnight, because I’d seen MSCI extend its lead over my thematic (mostly ESG) portfolio. Like an amateur...
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