Bonkers Portfolio 6 – November 2017
Today’s report is an update on the sorely neglected Bonkers portfolio.
Author: Mike Rawson
Piggyback Portfolio 13 – Company Reviews
Today’s post is a return to the Piggyback Portfolio, to look at which companies we should keep, and which we should sell.
Weekly Roundup, 19th December 2017
We begin today’s Weekly Roundup in the FT, where Tim Harford was looking at how to have a Happy Christmas.
Capitalising The State Pension
Today’s post is about capitalising the State Pension, in the interests of asset allocation accuracy.
Quality Shares – The Lessons
Today’s post is a summary of the lessons we can learn from How to Pick Quality Shares by Phil Oakley.
AIM IHT Update 7 – November 2017
Today’s post is the regular monthly update on the AIM IHT portfolio.
Weekly Roundup, 12th December 2017
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the decline of cash.
How to protect your portfolio
Today’s post is a look at the steps you can take to protect your portfolio against a possible downturn.
Excess Returns – The Lessons
Today’s post is a summary of the lessons we can learn from Excess Returns, by Frederik Vanhaverbeke.
Piggyback Portfolio 12 – Return of the Piggy
Today’s post is a long-overdue catch up with the Piggyback Portfolio, our set of stocks listed on the Main UK market.
Weekly Roundup, 5th December 2017
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about cinema attendances.
Jamie Mai – Seeking Asymmetry
Today’s post is a profile of Guru investor Jamie Mai, who appears in Jack Schwager’s book Hedge Fund Market Wizards. His chapter is called Seeking Asymmetry.
