Factor Investing 1 – Introduction
Today’s post is the first in a series on factor investing, otherwise known as smart beta.
7 Circles - your heavenly path through investment hell
Smart Portfolios – The Lessons
Today’s post pulls together the lessons from Robert Carver’s book Smart Portfolios.
AIM IHT Portfolio Update 28 – September 2019
Today’s post is the fairly regular update on the AIM IHT portfolio.
Weekly Roundup, 9th October 2019
We begin today’s Weekly Roundup in the FT with the chart that tells a story, which this week was about stamp duty.
Owen – Efficiency and Opportunism
Today’s post is a profile of Guru investor Owen, who appears in Guy Thomas’s book Free Capital. His chapter is called Efficiency and Opportunism.
The Turtle Traders #7
Today’s post is our seventh look at the Turtle Traders, and our fifth and final visit to Michael Covel’s book on the subject.
Stock Screeners – September 2019
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Weekly Roundup, 1st October 2019
We begin today’s Weekly Roundup in the FT with Merryn Somerset Webb, who was talking about the cost of death.
Man Overboard – Credit Suisse on Price Drops
Today’s post looks at a report from a few years ago on how to handle large price drops in your stocks – it’s called Managing the Man Overboard Moment.
Smart Portfolios 8 – Rebalancing
Today’s post is our eighth visit to Rob Carver’s book Smart Portfolios.
Family Investment Companies – Part 2
Today’s post is a follow-up to our recent look at family investment companies. I’ve since had a serious request from a family member to start one.
Weekly Roundup, 24th September 2019
We begin today’s Weekly Roundup in the FT with Tim Harford, who was talking about climate change.
