Recent Posts

  • MACD and charting tools | Fri 25 Oct 2019

    Topic: Investment research

    There has been a discussion on the Facebook group about MACD and the best way to find tools to track it. We recently posted the below on the Facebook group. We try and replicate discussions on the Facebook group in the blog, so that you don’t miss out if you’re not on it. [read more]

  • Starting XV of investment funds | Thu 24 Oct 2019

    Topic: Portfolio building

    How is a rugby squad like a portfolio...? Here we fill the positions with a selection of funds using our Vintage and Dynamic research and ratings, plus a sprinkling of Hidden Value to satisfy the Inner Punter. This may be a bit of fund but it's a serious way to get you to think about how you build your portfolio. [read more]

  • Scary funds? Only if you don't have a plan | Thu 24 Oct 2019

    Topic: Market commentary

    There have been plenty of frightful times for investors in recent years but the panic only sets in if you are investing without a clear rationale, a clear plan. Here we look at the scariest funds of 2019 and how you can avoid getting stuck in funds like these in the future.

    What humans find scary is the unknown. So, it is unfortunate that investing is all to do with the unknown! No one knows which way the markets will go with a useful degree of both certainty and consistency. Anyone who says they do is setting themselves up for a fall.
    [read more]

  • The 5 Deadly Sins | Thu 24 Oct 2019

    Topic: Market commentary

    Too many investors are prepared to bet the ranch on the flimsiest of reasons. Why? Our inherent inability to invest successfully is alarming. What is going on? The Woodford drama (still far from over) is a valuable case study for The 5 Deadly (investor) Sins. [read more]

  • The Fund Industry’s Dirty Little Secret - The Illusion of Skill | Thu 24 Oct 2019

    Topic: Market commentary

    Something is badly wrong with the investment industry. It was highlighted in the first half of the last century, if not also in the century before. But what is wrong?

    Investors have been being screwed for a long time (excuse the vernacular – but this needs stating clearly, so no one is left in any doubt). The evidence of problems wasn’t ignored by everyone. It spurred on the development of index tracking funds, to the extent that passive investing is now a dangerous bubble phenomenon (see Boom Bubble Bust Part II: ETF Mania).

    This means investors now have the guaranteed mediocrity of passives/index trackers, or the high probability of mediocrity, at best, from actively managed funds – or at least 92% of them, as our own research highlights. [read more]

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