September 2022 – Trades, Tips and Funds
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
Author: Mike Rawson
Energy price cap
Today’s post looks at the energy price cap announced this week by new PM Liz Truss.
Terry Smith Inflation Stock Screen
Today’s post describes an attempt to build a second Terry Smith stock screen inside Stockopedia.
Long Vol 2
Today’s post looks again at how Private Investors can best add a Long Vol (long volatility) component to their portfolios.
The Psychology of Money 3 – What you Don’t See, Saving, Being Reasonable & Surprises
Today’s post is our third visit to a recent book – The Psychology of Money by Morgan Housel.
Mintus – Fractional Investing in Art
Today’s post looks at Mintus, a fractional art service that is a UK rival to the Masterworks platform we looked at last year.
Weekly Roundup, 30th August 2022
We begin today’s Weekly Roundup with a look at the new bull market.
100 Baggers 3 – Owner-Operators, CEOs and Buffett
Today’s post is our third visit to 100 Baggers by Christopher Mayer.
Bridgewater Beta Portfolio
Today’s post looks at a recent paper from Bridgewater on how to build a Beta portfolio in an environment that looks difficult for many assets.
