The Investment Cuddle

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Financial and investing podcast for individual investors

  1. 27 MRT

    Episode 61 – Financial Education – Part 1

    This month the Cuddle looks at Financial Education, outlining the UK Governments 2025 review, and how this links to the Financial Times Flic initiative.   Music by https://audionautix.com   Information links Curriculum and Assessment Review Final Report Curriculum and Assessment Review Final Report - GOV.UK Financial Times Financial Literacy & Inclusion Campaign (FT FLIC) FT FLIC | Mastering your money Personal, Social, Health and Economic education (PSHE) https://pshe-association.org.uk/   Articles Young Enterprise - Huge steps forward for financial education and life skills in schools | Young Enterprise Just Finance Foundation - Financial Education In Primary Schools - Compulsory Citizenship Learning

    31 min.

  2. 27 FEB

    Episode 60 the Investment Cuddle Portfolio

    This month the Cuddle looks at its income portfolio, paying homage to the Helen Pridham portfolio, and we talk through how our fund has changed in the last 12 months ready for 2026.   Music by https://audionautix.com   Information links AIC - https://www.theaic.co.uk Edison research - https://www.edisongroup.com   Articles 11 investment trusts for a £10,000 annual income Nine investment trusts to generate a £10,000 income in 2026 Nine investment trusts for a £10,000 income in 2025   Domestic Base The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/ Diverse Income Trust (DIVI) Premier Miton Group Merchants Trust (MRCH) The Merchants Trust PLC - MRCH   Global Income Murray International Trust (MYI) https://www.murray-intl.co.uk Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts   Specialist Trusts The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts The European Smaller Companies Trusts (ESCT) The European Smaller Companies Trust plc | Janus Henderson Investment Trusts Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com

    23 min.

  3. 27 JAN

    Episode 59 Good, Bad, Ugly - 2025

    This month the Cuddle covers what went on in the markets in 2025, looking at indexes and individual sectors.  We talk through how our portfolio performed and review our best and worst performers and what to expect in 2026. Music by https://audionautix.com   Information links CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com Murray International Trust (MYI) https://www.murray-intl.co.uk Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts   Index and sector performance Sector Screener: a review of 2025 and look ahead to 2026

    26 min.

  4. 27-12-2025

    Episode 58 Pull the other one – Christmas Special

    This month the Cuddle covers its Christmas Crackers, looking at the previous two years with the best winners and losers!  We talk through how these Christmas cracker gifts have performed.   Music by https://audionautix.com   Information links Christmas Cracker Gifts 2023 Analogue Devices (ADI) Investor Relations - Analog Devices Andrada Mining (ATM.L) Andrada Mining | Investors The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc. Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com) Tharisa plc (THS.L) Investment Overview | Tharisa   Christmas Cracker Gifts 2024 Japan Gold Corp. (JG) Corporate PureCycle Technologies (PCT) PureCycle Technologies, Inc. (PCT) Microstrategy (MSTR) Explore MicroStrategy's Investor Relations: Stay Informed on Financial Performance and Corporate Governance Pan African Resources (PAF) Pan African Resources: Home 3M Company (MMM) 3M Company (MMM) On Holdings (OnOn) On - Home

    30 min.

  5. 27-11-2025

    Episode 57 FIRE 2 - Literature and Podcasts

    This month the Cuddle looks at the FIRE movement.  We talk through the different resources available to further understand Financial Independence Retire Early (FIRE) including a book review to inspire your journey.   Music by https://audionautix.com   Information links US Mr. Money Mustache (Pete Adeney) - Mr. Money Mustache — Early Retirement through Badassity Choose FI Podcast: Hosted by Jonathan Mendonsa and Brad Barrett, ChooseFI - Podcast - Apple Podcasts Tanja Hester: Author of Work Optional – ISBN-13 978-0316450898 UK The Escape Artist (Barney Whiter) - Start here | The Escape Artist Monevator - Financial Independence Retire Early (FIRE): my journey from first steps to leaving work - Monevator Ken Okoroafor (The Humble Penny) - Home - The Humble Penny  Europe Retire in Progress (Switzerland) - Retire In Progress - Switzerland Nordic FIRE - FIRE Europe - Financial Independence Retire Early for Europeans  Rest of the World Canada: Raptitude (David Cain) - About Raptitude Australia: The Aussie FIREbug podcast - Podcast - Aussie Firebug Singapore & Hong Kong – Fat FIRE - F.I.R.E. in Singapore: Navigating the Path to Early Retirement | Media OutReach Newswire APAC   Podcasts Afford Anything Paula Pant - Home - Afford Anything The Mad Scientist Podcast Brandon (Mad Scientist) - The Mad Scientist Podcast FIRE Drill Podcast Gwen & J Women - Fire Drill | Podcast on Spotify The Humble Penny Podcast Ken & Mary Okoroafor - The Humble Penny | Podcast on Spotify   Books Your Money or Your Life Vicki Robin & Joe Dominguez – ISBN-13 9780143115762 Financial Freedom Grant Sabatier – ISBN-13 978-0525534587 The Simple Path to Wealth JL Collins - ISBN-13‎ 979-8893310474 Quit Like a Millionaire Kristy Shen & Bryce Leung – ISBN-13 9781529407204 Set for Life Scott Trench – ISBN-13 9781947200807 Playing with FIRE Scott Rieckens – ISBN-13 9781608685806 From Zero to Financial Independence in Less Than 10 Years Robert Tracey – ISBN-13 978-1541095670

    25 min.

  6. 27-10-2025

    Episode 56 FIRE

    This month the Cuddle looks at the FIRE movement.  We talk through the different flavours of Financial Independence Retire Early (FIRE) including rules to live by through your journey.   Music by https://audionautix.com   Information links Financial Freedom Documentary | Playing With FIRE Investopedia FIRE Explained: Financial Independence, Retire Early – Rules, Types & Planning The Rule of Twenty Five What is the 25x retirement rule and does it work? | MoneyWeek   Four Percent Rule https://www.fidelity.co.uk/markets-insights/personal-finance/saving-for-retirement/the-4-percent-rule-the-basics/   Retirement Stats Moneywise Here’s why more Americans are retiring earlier than ever before — even if they don’t want to. Is it your turn to hang it up in 2025? Gallop More in U.S. Retiring, or Planning to Retire, Later

    32 min.

  7. 27-09-2025

    Episode 55 Terry Alternatives - Update

    This month the Cuddle looks at an update on investment alternatives to Terry.  We talk through more potential alternatives and how our previous funds have performed over the last three years.   Music by https://audionautix.com   Information links Funds to outperform over the next 10 years (Update) GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk) Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk) Additional alternative funds that may outperform the baseline over the next 8 to 10 years Evenlode Global Equity: IFSL Evenlode Global Equity F GBP Accumulation, GB00BMFX1P94:GBX charts - FT.com Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk) Jupiter India Fund OEIC: Jupiter India Fund J GBP Acc, GB00BJJQ5G28:GBP performance - FT.com Artemis Global Income Fund: Artemis Global Income Fund I Acc, GB00B5ZX1M70:GBP summary - FT.com Fidelity Global Technology Fund: Fidelity Funds - Global Technology Fund I-Acc-GBP, LU2786262373:GBP charts - FT.com

    37 min.

  8. 27-07-2025

    Episode 54 Terry Alternatives – Funds (Rebroadcast)

    This month the Cuddle takes another look at the OEIC investment riddle, looking at investment alternatives to Terry.  We talk through potential alternatives and how they have performed over the last five years and what they may provide in returns over the next decade.   Music by https://audionautix.com   Information links Funds that have Outperformed over the last 5 years Artemis UK Select: https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-uk-select-fund/class-i-accumulation-units-gbp Fidelity Special Situations: https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B88V3X40-fidelity-special-situations-w-acc/key-statistics TM RWC RedWheel UK Equity Income: https://www.redwheel.com/uk/en/professional/product-page/tm-redwheel-uk-equity-income-fund_tmei/#   Funds to outperform over the next 10 years GuardCap Global Equity: GuardCap Global Equity Fund I GBP Acc|IE00BVSS1C10 (morningstar.co.uk), GuardCap Global Equity I GBP Price & Performance | Bestinvest Stonehage Fleming Global Best Ideas: Stonehage Fleming Global Best Ideas Equity (D) Income Fund Price & Information (hl.co.uk) Seilern World Growth: Seilern World Growth GBP U R|IE00B2NXKV01 (morningstar.co.uk)

    34 min.
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Financial and investing podcast for individual investors

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  • Maker
    the investment cuddle
  • Jaren actief
    2020 - 2026
  • Afleveringen
    64
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