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
-
-
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.
-
Stock Screeners December 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
-
AIM IHT Portfolio Update 31 – September 2020
Today’s post is the fairly regular update on the AIM IHT portfolio.
-
-
-
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?
-
Passive ETF Portfolios – A Recap
Today’s post is another in the series following a passive investing Meetup group that I organise.
-
Lazy Portfolios
Today’s post is another in the series following a passive investing Meetup group that I organise.
-
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.
CTA Replication – Rabener
Today’s post looks at three articles from Nicolas Rabener on CTA replication.
Investor Diary – May 2023
Today’s post is another monthly roundup of the interesting investing tips I’ve noticed, plus a summary of my trades.
Stock Screeners May 2023
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Fixing UK Tax
Today’s post looks at a couple of recent articles from Dan Neidle on how to fix the UK tax system.
The Behaviour Gap
Today’s post looks a the Behaviour Gap, a psychological phenomenon that causes private investors to underperform.
The PEG ratio
Today’s post is about the PEG ratio, made famous in the UK by Jim Slater. Does it really work?
Speed in Trend Following – MAN
Today’s post looks at a recent paper from MAN Group on speed in trend following.
The Market Environment for Trend
Today’s post looks at a 2019 report from Abbey Capital on The Market Environment for Trend Following.
Spending Risk Curves
Today’s post looks at a post from Michael Kitces’ website which explains how to use Spending Risk Curves.
LTA 2023
Today’s post looks at the abolition (and potential restoration) of the Lifetime Allowance, and at what investors should do about it.
