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These quarterly investment reviews document to clients how markets have performed over the previous quarter. In addition to this commentary each client receives a personal valuation. Of course these valuations are relevant at the time, but after a period they will show that like all investors we got some things right but unfortunately we also got some things wrong. At H.J.Scott & Co we offer individually tailored investment advice. It is important you understand these blogs do not offer personal investment advice. Please read our Terms & Conditions and Privacy Policy
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Since my last Investment Review in January, the FTSE 100 has gained almost 300 points, but then has recently lost the same 300 points. The FTSE 100 ended the tax year within a point or two of where it started in January. We did manage to sell our more aggressive clients’ holdings in the iShares FTSE 100 at 5800 points, having bought them at between 5000 and 5200 points last September. Continue reading “April 2012 Investment Review”