Recent Posts

I was chatting to one of the national press journalists this week, and they were looking into the performance differences between two sectors which are big favourites with UK-based investors, UK All Companies and UK Equity income. It prompted us to look more closely, and the results are very interesting.

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The Dynamic Global Portfolio moves investors into the sectors with the most momentum. Here we review the portfolio and with review dates in December and June. Read on to find out about the great potential the Dynamic Global Portfolio creates for investors over the long-term. [read more]

Have you thought about how you could become a millionaire? Not just day-dreaming but actually planned it out? There’s a day that encourages investors to do that and plan to reach their goal. Here, we look at two very real ways you can join the millionaire’s club. [read more]

In our recent teleconference (May 2019) we covered investment trusts. Here we reproduce much of that section and add in a bit more detail. If you missed the teleconference then do go back and have a listen as there’s some great insights on behaviour and decision making, too. [read more]

We have reviewed the great long-term performance of the Dynamic Global portfolio this month (see here). But we often get questions from Gold Members asking which 6-month review cycle is better. In this blog we look at how the portfolio is made, the performance and risk numbers and ask: is one better than the other? [read more]