Our Blogs

• 05Sep2019

  Bonkers Glitters

  05Sep2019

  Here's the latest update for our massively successful, but volatile, Bonkers Portfolio. Even if it's not to your taste, there are two essential lessons for all investors, in funds or otherwise.

  By Sam Lees

  Access Level | member

  Portfolio building

• 05Sep2019

  Special Insight - My Plan

  05Sep2019

  A common question that comes up in the Gold Teleconferences is on my approach to investing and my plan.

  By Brian Dennehy

  Access Level | member

  Portfolio building

• 30Aug2019

  What’s Hot? What's Not? - Through the looking glass

  30Aug2019

  Alice: This is impossible.
  The Mad Hatter: Only if you believe it is.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 30Aug2019

  Oil opportunity

  30Aug2019

  There was a question in the private Gold Members’ Facebook group on MFM and the Hidden Value opportunity in oil.

  By Sam Lees

  Access Level | member

  Fund analysis

• 30Aug2019

  Novelty policy initiatives will drive “Value Bounce”

  30Aug2019

  Cutting interest rates is now pointless. Even the central banks now accept this. So what are the alternatives to revive flagging economies? And what is the impact in terms of investment risks (and opportunities) for you?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 23Aug2019

  Vintage highlights – extra profits for more relaxed investors

  23Aug2019

  Ahead of our full Vintage update being published, we wanted to give you a preview of some of the results and the methodology.

  By Sam Lees

  Access Level | public

  Portfolio building

• 23Aug2019

  Bubble x-ray – Gold versus Oil

  23Aug2019

  Last week we looked at what an investment bubble actually is. Now we examine some specific bubbles, gold versus oil, and how this links to that (limited) part of your portfolio where you let “the inner punter” roam free.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 22Aug2019

  The World Moves On

  22Aug2019

  This week we review the Dynamic World ex-UK portfolio, which focusses on the main stockmarket sectors excluding the UK. Here we look at how the portfolio is made and its great performance numbers.

  By Brian Dennehy

  Access Level | member

  Portfolio building

• 16Aug2019

  Bubble x-ray – Beauty and the Beast

  16Aug2019

  We talk a lot about bubbles and you’ll probably hear and read a lot about them in the coming months. But what does a bubble actually look like? Here we x-ray investment “bubbles” to show you what makes a bubble and what to look out for.
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 16Aug2019

  The 70/30 Portfolio

  16Aug2019

  Here we look at a strategy for investing. Obviously, everyone’s approach will be different. In this example we consider a simple split between a “steady Eddie” portion and a more “sex-and-violence” portion. It doesn’t matter what your preferred approach is: there’s something here for everyone.

  By Brian Dennehy

  Access Level | member

  Portfolio building

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