The Investment Cuddle

This month the Cuddle covers the OEIC investment riddle, looking at investment alternatives to Terry.  We talk through alternatives with a similar philosophy and how to create your own strategy.   Music by https://audionautix.com   Information links Fundsmith https://www.fundsmith.co.uk/factsheet/ BlueWhale https://bluewhale.co.uk/factsheet  

This month the Cuddle covers non-renewable energy, looking at the different types of fossil fuel energy companies and funds.  We talk through how to invest in this sector with a few investment options.   Music by https://audionautix.com   Information links Harmony Energy Income Trust plc – HEIT - https://www.heitp.co.uk Blackrock Energy & Resources Income (BERI) - https://www.blackrock.com/uk/...

This month the Cuddle covers renewable energy, looking at the alternative to wind and solar.  We talk through how to invest in technologies such as Fuels, Fuel cells, Energy storage, Hydrogen within the renewables sector and review a few investment options.   Music by https://audionautix.com   Information links Shares – Fuel Cells & Electrolysers Fuelcell Energy Inc – FCEL https://www.fuelcellener...

This month the Cuddle covers renewable energy, looking at the different types of wind energy funds.  We talk through how to invest in this technology within the sector and review a few investment options.   Music by https://audionautix.com   Information links Greencoat UK Wind plc – UKW - https://www.greencoat-ukwind.com/disclaimer-country The Renewables Infrastructure Group Limited – TRIG  - http...

This month the Cuddle covers renewable energy, looking at the different types of solar energy funds.  We talk through how to invest in this technology within the sector and review a few investment options.   Music by https://audionautix.com   Information links Bluefield Solar Income Fund Limited – BSIF https://bluefieldsif.com/investors/ Foresight Solar Fund Ltd – FSFL https://fsfl.foresightgroup....

This month the Cuddle covers renewable energy, looking at the different types of renewable energy funds.  We talk through how to invest in the sector and review more than a few investment funds.   Music by https://audionautix.com   Information links   Aquila European Renewables – AERS, https://www.aquila-european-renewables.com Downing Renewables & Infrastructure Trust plc – DORE, https://www.dore...

This month the Cuddle covers renewable energy, looking at the different types of energy generation.  We talk through technology within the sector and review a few technology challenges.   Music by https://audionautix.com  

This month the Cuddle covers what went on in the markets in 2022, looking at indexes, bonds and individual companies.  We talk through how our portfolio performed and review our best and worst performers.   Music by https://audionautix.com   Information links Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and...

This month the Cuddle covers precious metals, looking at the different opinions people have taken regarding the yellow metal.  We talk through the options for what to buy with a look at individual companies, ETFs and funds.   Music by https://audionautix.com   Information links ES Baker Steel Gold and Precious Metals, Class B, Accumulation (GBP) http://www.bakersteelcap.com/en/baker-steel-funds/ G...

This month the Cuddle covers pensions, looking at the different types.  We talk through the options for what to buy with a look at pension transfers.   Music by https://audionautix.com   Information links Defined benefit vs Defined contribution https://www.investopedia.com/ask/answers/032415/how-does-defined-benefit-pension-plan-differ-defined-contribution-plan.asp SIPP https://www.investopedia.co...

This month the Cuddle looks at inflation with a focus on what to buy in an inflationary environment.  We talk through some company examples and look more broadly at the sector they sit within.   Music by https://audionautix.com   Information links   Abbvie inc https://www.abbvie.com B&G Foods https://bgfoods.com British America Tobacco https://www.bat.com Shell https://www.shell.com Diversified En...

This month the Cuddle looks at inflation with a focus on what to buy in an inflationary environment.  We talk through some example investment funds.   Music by https://audionautix.com   Information links AIC - https://www.theaic.co.uk

This month the Cuddle looks at information sources with a focus on the written word and data sources for shares and trading.  We talk through what information sources we use and why.   Music by https://audionautix.com   Information links FT - https://www.ft.com Share Magazine - https://www.sharesmagazine.co.uk Investors Chronicle – https://www.investorschronicle.co.uk Moneyweek - https://moneyweek...

This month the Cuddle looks at information sources with a focus on the written word and data sources for funds and ETFs.  We talk through what information sources we use and why.   Music by https://audionautix.com   Information links FT - https://www.ft.com Share Magazine - https://www.sharesmagazine.co.uk Investors Chronicle – https://www.investorschronicle.co.uk Moneyweek - https://moneyweek.com...

This month the Cuddle looks at our top 5 financial documentaries.  We talk through favourites with a look at a few that didn’t quite make the final cut.     Music by https://audionautix.com   Information links China Hussle - https://www.youtube.com/watch?v=55892jT06aI Trader - https://www.imdb.com/title/tt5996252/ Niall Ferguson, The Ascent of Money - https://www.youtube.com/watch?v=2XX2b2MeDe0 En...

This month the Cuddle covers dividend investment, looking at the tax implications for dividend payers in different jurisdictions.  We talk through how to avoid paying unnecessary tax on dividends.   Music by https://audionautix.com   Information links https://www.dividendmax.com  

This month the Cuddle covers dividend investment, looking at the difference between share and fund dividend payers.  We talk through OEICs, investment trusts and bonds with a look at payment intervals.

This month the Cuddle covers investment fund names, looking at the different types.  We talk through the options for what to buy with a look at why your platform might be influencing your options and annual fees.     Music by https://audionautix.com   Information links Fundsmith https://www.fundsmith.co.uk/factsheet/ BlueWhale https://bluewhale.co.uk/factsheet  

This month the Cuddle takes a lighter approach with a look at some of our favourite music related to money and finance.  We will be back in the New Year with some more financial focussed content, enjoy the holidays wherever you find yourself.   Music by https://audionautix.com   Information links Universal Robot Band - Barely Breaking Even Abba - Money, Money, Money John Rich - Shuttin' Detroit Do...

This month the Cuddle covers the second part of its look at pensions, including when to start.  We talk through the options for retirement with a look at why you might want to reassess your pension to spread the risk in retirement.   Music by https://audionautix.com   Information links How has life expectancy changed over time? https://www.ons.gov.uk/peoplepopulationandcommunity/birthsdeathsandmar...

This month the Cuddle covers the first part of our pensions episodes, looking at the different types.  We talk through the options for do it yourself pensions with a look at why you might want to reassess your contributions and those of your dependents.   Music by https://audionautix.com   Information links Defined benefit vs Defined contribution https://www.investopedia.com/ask/answers/032415/how...

This month the Cuddle covers ESG (Environmental, Social & Governance) investing, looking at what is ESG and what is it not!  We talk through the ratings of companies within a range of sectors with a look at why you might want to be your own ESG investor.   Music by https://audionautix.com   Information links ESGS https://www.londonstockexchange.com/stock/ESGS/invesco/company-page L&G future world...

This month the Cuddle covers technology company investing, looking at UK technology companies.  We talk through the highs and lows of key companies within the US tech sector with a look at why you really need to be a longer-term investor.   Music by https://audionautix.com   Information links Ceres power https://www.ceres.tech ITM power https://www.itm-power.com Marlborough Nano Cap Growth Fund ht...

This month the Cuddle covers technology company investing, looking at the US technology sector and beyond.  We talk through when, how and how not to invest in the sector with a look at what really constitutes a tech company.   Music by https://audionautix.com   Information links Nasdaq https://www.nasdaq.com/market-activity/index/comp XLK ETF https://www.morningstar.com/etfs/arcx/xlk/quote QQQ ETF...

This month the Cuddle covers retail investing, looking at the stores we have lost on the high street and picking some of our favourites.  We talk through options for how to invest in the sector with a little look at commercial property investment funds.   Music by https://audionautix.com   Information links TR Property Investment Trust https://www.trproperty.com Aberdeen UK Property Fund https://w...