Our Blogs

• 05May2023

  Banking Crises Then And Now – Implications For Investors

  05May2023

  The banking crisis centred on the US (bar Credit Suisse) deserves more attention. In particular it is important that investors better understand the scale of the unfolding banking crisis, how this fits into a larger financial crisis which has barely begun, and how this should influence your holdings today.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 05May2023

  Dynamic Portfolio Review: May 2023

  05May2023

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By Brian Dennehy

  Access Level | member

  Dynamic Portfolios

• 28Apr2023

  NEW RESEARCH: Applying Stop-Losses With Our Asian Portfolio

  28Apr2023

  There isn’t a perfect investing process. Yet limiting losses should be one very important part of your process, and a Stop-Loss is the no-brainer way to do this. In today’s blog, the focus is on new research, exploring the impact of applying a Stop-Loss with a portfolio of Asian funds, a sector from which we anticipate great excitement in the years ahead.

  By Brian Dennehy

  Access Level | member

  Investment research

• 28Apr2023

  What’s Hot? Europe Hot, China Not [Sector Edition]

  28Apr2023

  The sector edition closely mirrors what we’ve seen in this month’s fund edition.

  By Tara Dennehy

  Access Level | member

  What's Hot What's Not

• 28Apr2023

  What’s Hot? Property Hot, China Not [Fund Edition]

  28Apr2023

  This month sees an eclectic bunch of hot funds, with Asia taking up the rear.

  By Tara Dennehy

  Access Level | public

  What's Hot What's Not

• 21Apr2023

  Your Questions Answered - April 2023 Teleconference Q&A

  21Apr2023

  Your questions and answers for the March Gold Members teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

• 21Apr2023

  Should you sell in May?

  21Apr2023

  Should you follow the “Sell In May” adage? Here we look at whether there is any basis for following the Sell in May process. The results are fascinating.

  By Brian Dennehy

  Access Level | public

  Investment research

• 18Apr2023

  Gold Members' Teleconference - April 2023

  18Apr2023

  Highlights - Shadow Banks - Asset Allocation - Fund Choices - Markets

  By Brian Dennehy

  Access Level | member

  Teleconference

• 14Apr2023

  30 Days Thinking Time – Buying Back

  14Apr2023

  Our guide is that after applying a Stop-Loss, you buy back after 30 days. Below I re-confirm the research which illustrates that the 30 day buy-back works, but also consider what to do when that 30 days encompasses a serious banking crisis. Should you buy-back? Time to think.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 14Apr2023

  Dynamic Portfolio Review: April 2023

  14Apr2023

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By James Newstead

  Access Level | member

  Dynamic Portfolios

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