Sequencing risk in accumulation – who ate Joe’s pension?
We look at a white paper from GMO, which analyses sequencing risk during the accumulation phase and recommends dynamic asset allocation.
7 Circles - your heavenly path through investment hell
A♠ — If it Looks Too Good to be True, it is
If it Looks Too Good to be True, it is – beware anyone bearing gifts, and always check that horse’s teeth.
Weekly Roundup, 1st September 2015
Weekly Roundup for the UK Private Investor: China, interest rates, flop pickers, public service charges, global corporate tax, Corbynomics & market cycles.
Warren Buffett’s Annual Letters – 2010
We look at another of Warren Buffett’s annual letters – this time covering 2010. What tips will the master have in store for us this week?
Portfolio Tracking Spreadsheet part 5 plus SmallCap update 8
We continue to build our portfolio tracking spreadsheet, and take a look at how the SmallCap Growth (AIM) portfolio weathered this week’s correction.
A♦ — Use a Trailing Stop Loss
Use a Trailing Stop Loss – they work, and they will save you money and stress
Weekly Roundup, 25th August 2015
Weekly Roundup for the UK Private Investor: FTSE 100 falls, pensions, challenger banks, finance sector, underclass, outsourcing, student equity & oil slump.
Warren Buffett’s Annual Letters – 2011
We look at another of Warren Buffett’s annual letters – this time covering 2011. What tips will the master have in store for us this week?
Portfolio Tracking Spreadsheet part 4 plus SmallCap update 7
We finally start to build our portfolio tracking spreadsheet, and along the way grab an update on the progress of the SmallCap Growth (AIM) portfolio.
A♣ — Asset Allocation Matters
Asset allocation matters – It’s a free lunch that you can’t afford not to eat
Weekly Roundup, 18th August 2015
Weekly Roundup for the Private Investor: fund platforms, charities, China’s devaluation, automation and jobs, Bitcoin fork, short-termism and stock markets.
Warren Buffett’s Annual Letters – 2012
We look at another of Warren Buffett’s annual letters – this time covering 2012. What tips will the master have in store for us this week?
