Annual Portfolio Review 2019
It’s that time of year again. Today we’ll be taking a look at how my overall portfolio performed last year. Stay tuned for the Annual Portfolio Review 2019.
Author: Mike Rawson
Weekly Roundup, 7th January 2020
We begin today’s Weekly Roundup in the FT with Lucy Warwick-Ching, who was writing about wills.
Factor Investing 3 – Funds
Today’s post is the third in a series on factor investing, otherwise known as smart beta.
Systematic Trading 1 – Theory
Today’s post is our first visit to Robert Carver’s other book – Systematic Trading.
The Most Important Thing Part 1 – 2nd level thinking, efficiency and value
Today’s post is our first visit to a new book – The Most Important Thing by Howard Marks.
Weekly Roundup, 1st January 2020
We begin today’s Weekly Roundup in the FT, with The Chart That Tells A Story. This week it was about household wealth.
Portfolio Optimisation – ReSolve Framework
Today’s post looks at a paper from ReSolve Asset management which offers a framework for Portfolio Optimisation.
Leveraged Trading – The Lessons
Today’s post is our first visit to a new book by Rob Carver, one of our favourite financial authors. The book is called Leveraged Trading.
Stock Screeners December 2019
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Factor Investing 2 – FaCS or Factors
Today’s post is the second in a series on factor investing, otherwise known as smart beta.
Tom Basso – Mr Serenity
Today’s post is a profile of Guru investor Tom Basso, who appears in Jack Schwager’s book New Market Wizards. His chapter is called Mr Serenity.
