Recent Posts

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]

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 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]

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]

Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or any other statistical distraction. That being so, 2020 was particularly challenging, and that is our focus today for income investors. [read more]