Our Blogs

• 24May2019

  Is your Asia fund in Australia? Be wary

  24May2019

  The Australian election was another political surprise – perhaps surprises should not surprise us any more! As the spotlight turned on Australia it revealed important investment implications too, both for your Asian fund holdings, and for holders of passive parts, index trackers.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 24May2019

  Trade War latest – the result Trump didn’t want

  24May2019

  The technology cold war between the US and China has continued apace in recent weeks, in particular since our blog on Huawei. But as sanctions on Huawei have sharply increased, counter-intuitively the long-term attractions of China have increased – not what President Trump intended.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 24May2019

  Towering Mediocrity

  24May2019

  Last week I highlighted that if you wish to succeed in any field (beyond luck) you need a certain state of mind - you need to be prepared to read a lot, critically learn, and act decisively. This is the approach of Warren Buffett (he of a USD66 billion fortune and a towering IQ).

  By Brian Dennehy

  Access Level | public

  Market commentary

• 24May2019

  India - Modi's Resounding Victory

  24May2019

  India has just completed the world’s largest democratic exercise and delivered a resounding victory for Prime Minister Narendra Modi. Now all the votes have been counted, we take a step back to look at what Modi did in his first term, what he plans to do and what that means for investors.

  By Sam Lees

  Access Level | member

  Market commentary

• 17May2019

  Market Update - Events Unfolding In A Textbook Fashion

  17May2019

  An extract from the recent May teleconference for Gold Members covering the market update.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 17May2019

  Happy “Be A Millionaire Day”! Have you thought about how you could become a millionaire?

  17May2019

  Have you thought about how you could become a millionaire? Not just day-dreaming but actually planned it out? There’s a day that encourages investors to do that and plan to reach their goal. Here, we look at two very real ways you can join the millionaire’s club.

  By Brian Dennehy

  Access Level | public

  Generating growth

• 17May2019

  Adding investment trusts to your portfolio?

  17May2019

  In our recent teleconference (May 2019) we covered investment trusts. Here we reproduce much of that section and add in a bit more detail. If you missed the teleconference then do go back and have a listen as there’s some great insights on behaviour and decision making, too.

  By Brian Dennehy

  Access Level | member

  Generating growth

• 17May2019

  Over twice the index return? Dynamic World ex-UK Portfolio review

  17May2019

  Last week we reviewed one of our popular portfolios: the Dynamic UK Portfolio. This month it is the turn of the Dynamic World ex-UK portfolio, which focusses on the main stockmarket sectors excluding the UK. Here we review how the portfolio is made and its great performance numbers.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 17May2019

  What are the habits of a successful investor?

  17May2019

  This is an extract from the May Gold Members’ teleconference and is part of the “investing decision journal” that we are building out. Do go back and have a listen if you haven’t done so already – there’s loads more detail in the recording. For now, we’re just passing this over the fence with no marking or judgement, to help you make an honest appraisal of your own investing habits.

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 10May2019

  Tech still blowing bubbles

  10May2019

  It’s the 7th anniversary of Facebook going public. This is a great point at which to look at how Facebook and technology has done over the years since the Tech Bubble and what’s happened more recently. What are the risks and where are the opportunities?

  By Sam Lees

  Access Level | member

  Sector analysis

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