Recent Posts

We have reviewed Bonkers and the “steady Eddy” Cautious Portfolios for this month. Here we look at a great long-term performer: the Dynamic Asia & Emerging Markets portfolio with its review points falling in March and September. [read more]

In the last couple of weeks we have reviewed the upcoming opportunity in Value-style funds (see links at end). Below is a more graphical perspective. [read more]

There was a question in the private Gold Members’ Facebook group on MFM and the Hidden Value opportunity in oil (catch up here). In this blog we’ll recap on the opportunity in oil. Plus, we’ll look at the availability and liquidity of the MFM fund, and alternatives. [read more]

Japan has been one of the cheapest stock markets in the developed world for a number of years. It has been down for so long it has, typically, been overlooked by Western investors. But not by us - it was one of our two Trades Of The Decade. Here’s a review of our Dynamic Japan 3-month momentum portfolio, a slightly tweaked version of our normal Dynamic Portfolios. [read more]

Gold is glittering this month. Absolute return is absolutely horrible and Woodford’s funds continue their slide. [read more]