Investor Views: Did I Buy These Recovery Stocks Too Soon?

Smaller companies add some spice to the portfolio of retired investor Bob Donaldson, but they are not for the faint-hearted

Emma Simon 22 May, 2019 | 2:09PM

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Bob Donaldson spent the first part of his career in the RAF, before becoming a financial adviser. He is now retired, having sold his business five years ago.

He says: “Retirement is great and, as I always said to my clients, you need two essentials in retirement: health and wealth. Without both it can be quite miserable, and I count myself lucky to have both.”

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock Smaller Companies Ord1,290.00 GBX-1.53
IMI PLC936.50 GBX-1.99
Lloyds Banking Group PLC30.72 GBX-0.07
Montanaro European Smaller Ord1,275.00 GBX0.39
Tesco PLC215.00 GBX-1.47
The Royal Bank of Scotland Group PLC120.60 GBX-0.99

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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