Value Fund Lists Updated | Fri 05 Mar 2021 Posted by Brian Dennehy on Fri 05 Mar 2021 Membership Gold Topic: Fund analysis By popular demand we have updated the Value funds listing (see below) and in this blog also update some analysis and observations. [read more]
Bonkers 6-Month – Dynamic Portfolio Review | Fri 05 Mar 2021 Posted by Ben Debney on Fri 05 Mar 2021 Membership Gold Topic: Fund analysis Here we review our massively successful, but volatile, Bonkers 6-Month Portfolio. Even if it is not to your taste, there are two essential lessons for all investors, in funds or otherwise. [read more]
The Best UK Equity Income Funds – Saints and Sinners Part 2 | Fri 05 Mar 2021 Posted by Brian Dennehy on Fri 05 Mar 2021 Membership Gold Topic: Fund analysis Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or any other statistical distraction. [read more]
The Rotation Story – twists and turns | Fri 05 Mar 2021 Posted by Brian Dennehy on Fri 05 Mar 2021 Membership Free Topic: Fund analysis The attention on Value-style funds has generated a flow of questions. In this blog I answer one from Paul, in particular how we sometimes have to adapt, and buy funds before they formally have momentum, as judged by our Dynamic Fund Ratings. [read more]
What’s Hot, What’s Not: Energy jumps, UK Gilts slump | Fri 26 Feb 2021 Posted by Ben Debney on Fri 26 Feb 2021 Membership Free Topic: Fund analysis There is quite a range of funds making the Top 10 this month, with most notable are the Energy funds. What joins nearly all of these winners is their exposure to a cyclical recovery – energy, small caps, special sits, Value. [read more]