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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock Smaller Companies Ord2,120.00 GBX-1.85
IMI PLC1,768.00 GBX-1.89
Lloyds Banking Group PLC43.15 GBX-4.22Rating
Montanaro European Smaller Ord206.00 GBX0.00Rating
NatWest Group PLC207.50 GBX-2.58Rating
Tesco PLC254.45 GBX-0.59Rating

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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