Taking a View – Twenty Questions for Investors
Today’s post is a summary of the most important questions that every investor needs to answer for themselves.
- 7 Circles - your heavenly path through investment hell -
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Annual Portfolio Review 2020
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.
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Stock Screeners December 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
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AIM IHT Portfolio Update 31 – September 2020
Today’s post is the fairly regular update on the AIM IHT portfolio.
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SmallCap Growth Aim Portfolio 27 – November 2019
It’s time for another look at the SmallCap Growth AIM portfolio (SGAP). How have the last six months worked out?
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Passive ETF Portfolios – A Recap
Today’s post is another in the series following a passive investing Meetup group that I organise.
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Lazy Portfolios
Today’s post is another in the series following a passive investing Meetup group that I organise.
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8♣ – Don’t be Afraid of All Time Highs
Don’t be afraid of all time highs – they don’t mean that a crash is coming.
The Best Defensive Strategies
Today’s post looks at a recent paper on the best defensive strategies to use within a traditional 60/40 portfolio.
T-Bills and Chill
Today’s post looks at a 2024 note from Meb Faber of Cambria Asset management on whether to invest in short- or long-term bonds.
Quantica on Stacking
Today’s post looks at a recent paper from Quantica Capital called “If You Can’t Beat It, Stack It”.
The Optimal Stack
Today’s post is about a recent article from NewFound and ReSolve about the best possible stacked portfolio.
The Overnight Effect
Today’s post is about a well-known feature of the markets that has proven difficult to exploit.
AQR on Diversifiers
Today’s post looks at a recent note from AQR on the best, rather than the most-frequently marketed, diversifiers.
Irregular Roundup, 21st April 2026
We begin today’s Irregular Roundup with hedge funds for dentists.
The Forward Cap Portfolio
Today’s post is about a new portfolio from Cullen Roche called the Forward Cap Portfolio.
RPC Stacked Portfolios
Today’s post looks at the portfolios tracked on the Risk Parity Chronicles website, and in particular, their use of leverage.
Shannon’s Demon
Today’s post is about Shannon’s Demon, the basis for the only free lunch in finance.
