Recent Posts

A short video covering the stop-loss tool on FundExpert [read more]

Last week I highlighted an upcoming opportunity in Value-focussed funds at the end of a blog on the alternatives to, now neutered, interest rate cuts. This week I am building on that, with some background and eloquent input from Nick Kirrage from The Value Perspective team at Schroders. [read more]

Here's the latest update for our massively successful, but volatile, Bonkers Portfolio. Even if it's not to your taste, there are two essential lessons for all investors, in funds or otherwise. [read more]

A common question that comes up in the Gold Teleconferences is on my approach to investing and my plan. In this blog I will cover key assumptions, the detail of my plan and what can go wrong.
[read more]

Alice: This is impossible.
The Mad Hatter: Only if you believe it is. [read more]