Our Blogs

• 03May2019

  Dynamic Portfolio Review: Japan 3-month momentum portfolio

  03May2019

  Japan has been one of the cheapest stock markets in the developed world for a number of years. It has been down for so long it has, typically, been overlooked by Western investors. But not by us - it was one of our two Trades Of The Decade. Here’s a review of our Dynamic Japan 3-month momentum portfolio, a slightly tweaked version of our normal Dynamic Portfolios.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 01May2019

  How to get rich

  01May2019

  My attention was captured by a "how to get rich" headline from an unusual source which is typically both thoughtful and challenging. It's not what you think. It might not be what you want to hear. But I recommend reading.

  By Brian Dennehy

  Access Level | public

  Investment research

• 01May2019

  Should you Sell in May? The numbers

  01May2019

  Should you follow the “Sell In May” adage? Here we look at whether there is any basis for following the Sell in May process. The results are fascinating.

  By Sam Lees

  Access Level | public

  Investment research

• 25Apr2019

  NEW Investment Trust research (2019)

  25Apr2019

  We’ve had a growing demand from Gold Members for our research on Investment Trusts (ITs) and so here it is! Over the past few months we’ve been looking at different ways of using investment trusts and unit trusts (UTs) to improve performance for investors.

  By Sam Lees

  Access Level | member

  Investment research

• 25Apr2019

  Better returns with lower risk? NEW Investment Trust research

  25Apr2019

  Here we look in detail at UK smaller companies and whether using Investment Trusts (ITs) improves on the already very impressive Unit Trust (UTs) Dynamic Portfolio. Ideally, we’d like to see better returns with lower risk. Let’s take a look.

  By Sam Lees

  Access Level | member

  Investment research

• 25Apr2019

  What’s Hot What’s Not: Tech rallies, Gold gets buried [Fund Edition]

  25Apr2019

  There’s an obvious split this month: gold funds were sold while investors headed into tech funds, smaller companies and the UK.

  By Sam Lees

  Access Level | public

  What's Hot What's Not

• 25Apr2019

  Going on a journey…

  25Apr2019

  As part of our research into Investment Trusts (ITs) we’re also looking at ways to integrate ITs into the FundExpert website. Below we have set out a journey that users could follow to search for the best funds. We’d love to get your thoughts on the journey and let us know if there’s anything that you’d like to see.

  By Sam Lees

  Access Level | member

  Investment research

• 25Apr2019

  Asian performance boost – NEW Investment Trust research

  25Apr2019

  As part of our much-anticipated new Investment Trusts (ITs) research here we look at a sector where this new research has had a powerful effect – Asia Pacific ex-Japan.

  By Sam Lees

  Access Level | member

  Sector analysis

• 12Apr2019

  Introduction to Elliott Wave

  12Apr2019

  An introduction to Elliott Wave Analysis, taken from the October 2018 teleconference.

  By Brian Dennehy

  Access Level | member

  Video

• 12Apr2019

  Absolute (Garbage?) Return Funds

  12Apr2019

  Absolute return funds have been under the cosh again this year. From GAM suspending (and then liquidating) their absolute return bond funds in August 2018 to the suspension of the City Financial Absolute Equity fund (which would otherwise have featured here) in March 2019 - it has been a tough time.

  By Sam Lees

  Access Level | member

  Sector analysis

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