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Dexterity

Financial Planning for peace-of-mind

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    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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    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