[ad_1] Image source: Getty Images As a value and income investor, I buy shares that seem undervalued and/or offer generous dividend yields. However, I love being part-owner of really great businesses, so my family portfolio also owns various US tech and mega-cap stocks. But when I look at the Ocado Group (LSE: OCDO) share price, I feel like I dodged a bullet. What a comeback This grocery technology and logistics company has had a chequered history since joining the London stock market. Floated at 180p a share in July 2010, this stock soon started sliding southwards. At its all-time low,…
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[ad_1] A reader says, “I read your blog on financial planning where you mentioned that it’s better to invest in mutual funds through a joint account as the transfer of units is easier than via nomination. But there is a lot of confusion regarding its taxation”.“I read about a couple online who handle their mutual funds and FD in their joint account. The wife doesn’t work, but she still got a notice from the income tax department for the same amount her husband has already paid in taxes. Please try to cover this topic in your future blogs if possible.…
[ad_1] Image source: Getty Images I thought the Lloyds (LSE: LLOY) share price might do well when I bought the FTSE 100 bank a couple of years ago, but this well? It’s skyrocketed 75% in the last year and 120% over two years. What on earth is going on? Blockbuster FTSE 100 stock It’s the type of return usually associated with US tech mega-caps such as Meta Platforms, Nvidia or Tesla. Yet over 12 months Lloyds has outstripped them all, as my table shows. 1-year growth5-year growthLloyds76%151%Meta11%128%Nvidia33%1,259%Tesla28%118% It’s even beaten Meta and Tesla over five years, and the total return…
[ad_1] Image source: Getty Images I bought FTSE 100 passive income hero Phoenix Group Holdings (LSE: PHNX) a couple of years ago, as part of my retirement planning. I was dazzled by the income on offer, as the insurer boasts one of the highest dividends trailing yields on the blue-chip index at 7.75%. It was yielding closer to 10% when I bought it. The stock is up 35% over that last 12 months, so I’ve had capital growth as well as income. By the way, that rising share price explains why the yield has dipped to around 7.75%. The dividend…
[ad_1] Image source: Getty Images Chancellor Rachel Reeves has slashed the annual Cash ISA limit by £8,000 to £12,000 to encourage more people to invest in UK stocks. The change comes into force from April 2027 for those aged under 66. But will it work? And which UK stock is worth considering for a new investor thinking about starting a Stocks and Shares ISA? The benefits of investing Stepping back, I agree with the sentiment behind this move. As Sarah Coles, head of personal finance at Hargreaves Lansdown, points out: “We need an investment culture in the UK, and some…
[ad_1] Image source: Getty Images The Autumn Budget landed yesterday (26 November), and one change immediately caught my eye: the Cash ISA allowance for under-65s has dropped from £20,000 to £12,000. I asked ChatGPT what this could mean for the stock market – and the answer was clear: with less room for cash, more investors are likely to gravitate to Stocks and Shares ISAs. Cash is king I could have worked that out for myself. But ChatGPT was right about one thing – cash ISAs dominate the UK savings market. In the last financial year, for every new Stocks and…
[ad_1] Image source: National Grid plc For many investors, a key attraction of National Grid (LSE: NG) is the passive income potential it offers. National Grid explicitly aims to grow its dividend in line with a key measure of inflation. That reassures many investors, as they equate it with a dividend that holds its value over the years in real terms. What might that mean in the coming decade? Growing with inflation There are a couple of things that are helpful to understand. One is that there is more than one common measure of consumer inflation. National Grid aims to…
[ad_1] Image source: Getty Images Yesterday’s (26 November) Autumn Budget has been framed as a potential turning point for the UK stock market. But will it finally close the valuation gap — or instead confirm why British shares remain discounted? Let’s take a look at how it could affect markets going forward. The valuation gap UK shares trade at a roughly one-third discount compared to the MSCI World and nearly half versus the S&P 500 (based on forward earnings). The outlook from the Budget paints a picture of modest growth and rising taxes. Real GDP growth is expected to average…
[ad_1] Image source: Getty Images Over the past year, the FTSE 100 is up 17%. This is impressive and well above the long-term average. However, there are individual stocks across the pond that have generated higher returns, with some having momentum that I believe could continue into 2026. Here’s one S&P 500 stock that’s a good example of what I mean! Reasons for outperformance I’m talking about Interactive Brokers (NASDAQ:IBKR). The global investing platform provides retail and professional clients with the ability to buy and sell stocks, bonds, commodities and other assets. Over the past year, the share price is…
[ad_1] Image source: Getty Images Many FTSE 250 stocks look really cheap today, offering the potential for both future share price growth and income. Here, I’ll look at two out-of-favour shares that I think long-term investors should check out in December. 4Imprint First up is 4imprint (LSE:FOUR), the London business that’s actually North America’s largest promotional goods supplier. It sells logo- or brand-embossed products like pens, mugs and shirts to businesses (primarily small- and medium-sized). After a strong multiyear rise, the share price has now fallen 40% since May 2024. This is primarily due to a weak market backdrop and…