Skip to content

Start Here
- Site Map
- The Problem
- The Plan
- MoneyDeck
- Elements
- Blog Posts
Intermediate
Gurus
Portfolios
More

MENUMENU

Basics
Intermediate
Advanced

Industry Reports

Industry reports

We try to cover the major industry reports on this website – links to our reviews are provided below.

Social:

You are here

7 Circles > Industry Reports

Categories

►Basics (221)
- The Problem (19)
- ►Costs & Taxes (160)
  - Costs (21)
  - ►Taxes (95)
    
    IHT (51)
- Cash & Debt (16)
- MoneyDeck (36)
- FIRE & Frugal (9)
- Elements (25)
►Passive & Assets (160)
- RoboAdvice (21)
- Passive (29)
- ►Assets (52)
  - Crypto (24)
- Diversification (44)
- Factors (9)
- Rebalancing (5)
►Active investing (401)
- ►Technical Analysis (23)
  - Spread Betting (10)
- Fundamental Analysis (7)
- ►What works (200)
  - Trend (19)
  - Leverage (16)
  - TAA (4)
  - Long Vol (5)
  - Low Vol (3)
  - Pairs (1)
  - Stock Screens (97)
  - Crisis Alpha (11)
  - Bessembinder (8)
- ►Tools (35)
  - Database (6)
- Options (18)
- Coronavirus (9)
- Trades, Tips & Funds (83)
- Market Timing (8)
►Decumulation (43)
- Drawdown (12)
- Pensions (26)
- Sequencing (3)
- NextGen (1)
►Portfolios (175)
- ►Theme (19)
  - Investment Trusts (11)
  - ESG (7)
  - Smart Beta (1)
- ►Core (56)
  - ETFs (14)
  - HL (3)
  - Mike’s portfolio (22)
  - VCTs (17)
- ►Stock (80)
  - Piggyback (22)
  - SmallCap (AIM) (32)
  - Defensive (15)
  - Sectors (8)
  - Unconstrained (3)
- ►Trend (18)
  - Social (5)
  - Bonkers (11)
  - MATS (2)
►Gurus (345)
- ►Buffett (24)
  - Buffettology (7)
- Wizards (48)
- ►Required Reading (91)
  - 100 Baggers (6)
  - Excess Returns (14)
  - Behavioural Investing (5)
  - Ten Ways (5)
  - Execution (4)
  - Farleigh (1)
  - Stock Profits (5)
  - Sceptical (6)
  - Marks (6)
  - Expected Returns (9)
  - Taleb (8)
  - Sand Hill (6)
  - Ariely (16)
- ►Masters (21)
  - 1 Thing (9)
  - Free Capital (12)
- ►Traders (59)
  - Naked Trader (6)
  - Pryor (2)
  - Shing (5)
  - Elder (8)
  - Carver (31)
  - Tharp (7)
- ►Simple Approaches (33)
  - Smarter Investing (5)
  - Alpha Architect (6)
  - Demystified (6)
  - Bell (5)
  - Collins (6)
  - Josh Brown (5)
- ►Box Systems (13)
  - Weinstein (6)
  - Minervini (7)
- ►Trend Following (26)
  - Own The World (8)
  - Covel (10)
  - Turtles (8)
- ►UK Stock Pickers (12)
  - Oakley (6)
  - Jeavons (6)
- ►Rich (18)
  - Rich Dad (4)
  - Sethi (6)
  - Babylon (5)
  - Dennis (3)
►Books (70)
- Book Reviews (4)
- BIM (19)
- R2R (47)
►News (640)
- Featured (14)
- Events (31)
- Reports (92)
- Partners (19)
- UK Budgets (22)
►Economics (65)
- ►Psychology (14)
  - Housel (6)
- Election (9)
- 23 Things (10)
- Opinion (12)
- GDP (3)
- Basic income (4)
- Freakonomics (5)

Posts, Comments, tags

Recent Posts
Recent Comments
Tags
Popular Posts

The Problem / Featured

Taking a View – Twenty Questions for Investors
Featured / Mike's portfolio

Annual Portfolio Review 2020
Featured / Stock Screens

Stock Screeners December 2020
Featured / IHT

AIM IHT Portfolio Update 31 – September 2020
Featured / VCTs

VCT Portfolio 2 – May 2020
Featured / Mike's portfolio

The 36 Year Snowball
Featured / SmallCap (AIM)

SmallCap Growth Aim Portfolio 27 – November 2019
Featured / ETFs / Passive

Passive ETF Portfolios – A Recap
Featured / ETFs / Passive

Lazy Portfolios
Featured / MoneyDeck

8♣ – Don’t be Afraid of All Time Highs

FIRE & Frugal

Savings Rate – the four pot solution
R2R

Retirement Strategies 2 – SIPP Run-Off and the LTA
R2R

Drawdown Strategy – Joining the Chain Gang
Mike's portfolio / R2R

Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
Active investing

Starting an Investment Club
RoboAdvice / Own The World / Assets

Plain English Global Multi-Asset Fund
Weinstein

Stan Weinstein’s Stage System 1 – Charts and Buying
Mike's portfolio / FIRE & Frugal

FIRE Prowess Gauge – Chain Gang No 2
Mike's portfolio

Annual Portfolio Review 2019
Tools

Portfolio Tracking Spreadsheet, part 2

Christopher Smith says:

Like you, I don’t see how a cut in NIC rates...
Stock Screeners November 2023 – Zack says:

[…] Today’s post is the regular monthly update on the outputs...
Al Cam says:

There is also some ISA admin stuff and also mention of...
Al Cam says:

Indeed you did. For some reason I had forgotten that post...
Mike Rawson says:

No, but I wrote about a related Ed McQuarrie paper last...
Al Cam says:

Interesting post. OOI, have you ever seen this paper: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3805927
Al Cam says:

This post may be of some interest: https://www.honest-broker.com/p/12-predictions-on-the-future-of-song
Mike Rawson says:

Interesting, but not good.
Al Cam says:

Interesting news re Hipgnosis.
Al Cam says:

Yup, fiscal drag really is a drag! Clearly, fiscal drag is...

7C Investors Active Agriculture Alternatives Angels Austerity Banks Benchmark Bonds Buffett China Closet trackers Deal size Debt Director deals Dividends Education Enough Equity Release ETFs FX GDP HFT Inequality Inflation Interest rates Investment trusts IPOs Japan Macro P2P Portfolio insurance Regulation Risk Robotics Savings SEIS Smart beta Social Stamp duty Tobin tax Trading US VCT What works

Financial Coaching

Reddit – /r/UKFinanceOver30

Focus on Income Can Undermine Returns: The Case of Covered Calls - Alpha Architect

Focus on Income Can Undermine Returns: The Case of Covered Calls - Alpha Architect

Another crypto boss falls

Another crypto boss falls

Sam Altman’s return marks a new phase for OpenAI

Sam Altman’s return marks a new phase for OpenAI

In Argentina Javier Milei faces an economic crisis

In Argentina Javier Milei faces an economic crisis

Is the S&P 500 Broken? - Discipline Funds

Is the S&P 500 Broken? - Discipline Funds

Is HSBC a good choice for dividend investors? - UK Dividend Stocks

Is HSBC a good choice for dividend investors? - UK Dividend Stocks

The Magnificent Seven - Alpha Architect

The Magnificent Seven - Alpha Architect

Is Inflation Ever Going to Go Down? - Alpha Architect

Is Inflation Ever Going to Go Down? - Alpha Architect

Netflix takes a swing at live sport

Netflix takes a swing at live sport

Can the Fed Finally Declare Victory?

Can the Fed Finally Declare Victory?

Archives

►2023 (145)
- ►November (13)
- ►October (13)
- ►September (13)
- ►August (13)
- ►July (13)
- ►June (15)
- ►May (12)
- ►April (12)
- ►March (14)
- ►February (12)
- ►January (15)
►2022 (206)
- ►December (15)
- ►November (18)
- ►October (21)
- ►September (14)
- ►August (18)
- ►July (16)
- ►June (17)
- ►May (18)
- ►April (17)
- ►March (18)
- ►February (16)
- ►January (18)
►2021 (208)
- ►December (17)
- ►November (18)
- ►October (16)
- ►September (19)
- ►August (17)
- ►July (19)
- ►June (17)
- ►May (16)
- ►April (17)
- ►March (19)
- ►February (16)
- ►January (17)
►2020 (210)
- ►December (18)
- ►November (17)
- ►October (17)
- ►September (19)
- ►August (16)
- ►July (18)
- ►June (18)
- ►May (17)
- ►April (17)
- ►March (18)
- ►February (16)
- ►January (19)
►2019 (208)
- ►December (17)
- ►November (17)
- ►October (18)
- ►September (16)
- ►August (17)
- ►July (21)
- ►June (19)
- ►May (18)
- ►April (16)
- ►March (14)
- ►February (16)
- ►January (19)
►2018 (208)
- ►December (16)
- ►November (18)
- ►October (18)
- ►September (16)
- ►August (18)
- ►July (18)
- ►June (17)
- ►May (18)
- ►April (17)
- ►March (17)
- ►February (16)
- ►January (19)
►2017 (208)
- ►December (16)
- ►November (18)
- ►October (18)
- ►September (17)
- ►August (18)
- ►July (17)
- ►June (18)
- ►May (18)
- ►April (16)
- ►March (18)
- ►February (16)
- ►January (18)
►2016 (220)
- ►December (17)
- ►November (18)
- ►October (17)
- ►September (18)
- ►August (18)
- ►July (28)
- ►June (18)
- ►May (18)
- ►April (17)
- ►March (18)
- ►February (16)
- ►January (17)
►2015 (203)
- ►December (17)
- ►November (18)
- ►October (16)
- ►September (18)
- ►August (17)
- ►July (17)
- ►June (18)
- ►May (15)
- ►April (17)
- ►March (19)
- ►February (15)
- ►January (16)
►2014 (25)
- ►December (11)
- ►November (12)
- ►October (2)

support us on patreon

Hot posts

NEST vs The People’s Pension
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Freakonomics 4 – Names
Stan Weinstein’s Stage System 1 – Charts and Buying
Becoming a Lloyd’s Name
Irregular Roundup, 13th November 2023
The Free Lunch
Irregular Roundup, 6th November 2023
Irregular Roundup, 20th November 2023
Family Investment Companies 2023

Tools

Four Pot Solution (Savings Rate)
Technical Analysis Sheet
Portfolio Tracking Sheet
Watchlist Spreadsheet
Risk Tolerance Questionnaire

Stock & Fund Lists

Perfect Portfolio (ETFs)
Factor Funds
MATS (Trend)
Investment Trusts
Exposure Stocks

Resources

Expected Returns
Stock Screeners
Robo Advisors
Family Firms
Bookshop

About Us

FAQs
About Mike
Support Us
Small Print
Site Map

Start Here
- Site Map
- The Problem
- The Plan
- MoneyDeck
- Elements
- Blog Posts
Intermediate
Gurus
Portfolios
More

Enter your name and email and get the weekly newsletter... it's FREE!

7 Circles
- The UK Guide for the Private Investor

Your information will *never* be shared or sold to a 3rd party.