Stephen Walters
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...
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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...
Stephen Walters
- Nov 12, 2019
Why we promote ETF to clients
This article from MoneyWeek in October 2019 expresses with handsome clarity the two reasons why at Dexterity we encourage clients to...
Stephen Walters
- Nov 12, 2019
Dexterity ETF portfolio progress
Seeing a 1.7% gap opening ahead of me, between my portfolio and Global Growth, I've looked for the cause. While almost all markets have...
Stephen Walters
- Oct 30, 2019
News about ESG investing
Investors have piled an average of £124m a week into UK ESG funds this year as the popularity of sustainable and ethical investing...
Stephen Walters
- Oct 28, 2019
Dexterity ETF portfolio progress
Nearly all markets seem to have taken a sharp rise during the last fortnight. I’m struck by the performance of the Timber & Forestry ETF,...
Stephen Walters
- Oct 14, 2019
Dexterity ETF portfolio progress
Noticing my portfolio take a beating last week; this morning I feared today's graph by AJ Bell (where my portfolio is) might chart my...
Stephen Walters
- Sep 30, 2019
Dexterity ETF portfolio progress
Over the last fortnight the Dexterity portfolio has closed the gap between it and the leader of 30 indices from 1.0% to 0.6%. Having...
Stephen Walters
- Sep 16, 2019
Dexterity ETF portfolio progress
Over the last week the Dexterity portfolio has fallen 1% behind the leading index of 30 with which AJ Bell lets me compare our portfolio....
Stephen Walters
- Sep 2, 2019
Dexterity ETF portfolio progress
AJB’s x-ray facility lets me know the Dexterity portfolio is 80% equity, 11% bond. I’m very happy about the bond portion, because after 5...
Stephen Walters
- Aug 12, 2019
Dexterity ETF portfolio progress
This last fortnight has been a valuable experience for me: just after I wrote last time, China devalued its currency and set in motion a...
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