Our Blogs

• 05Feb2021

  10 Funds for the Bounce II

  05Feb2021

  Before we get going, for any curious new Gold Members, back in April 2020 we selected 10 funds, the 10 funds for the bounce. Taken together we also called them “The Recovery Portfolio”.

  By

  Access Level | member

  Fund analysis

• 05Feb2021

  Chart of the week: Baby One More Time

  05Feb2021

  Yes, party like it’s 1999. This week all those years ago we were all listening to Britney Spears - a momentous year.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 29Jan2021

  Cautious - Dynamic Portfolio Review

  29Jan2021

  This month we’ve already reviewed our Bonkers Portfolios, which have some great long-term performance. Here we review the Dynamic Cautious Portfolio. While the Bonkers Portfolios are simple to explain, the Cautious Portfolio is, perhaps ironically, more challenging to define and construct. We take a look at what’s in it and how it has done over the last 6 months.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 29Jan2021

  What’s Hot, What’s Not: China summits, Gold plummets

  29Jan2021

  Several China funds impress this month. Positive sentiment towards China has been driven by mass vaccine rollouts and the inauguration of a Biden presidency, predicted to be more cooperative compared to his predecessor. On the flipside, Gold funds have found themselves occupying the majority of bottom places over the past month.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 29Jan2021

  China New Year – New Opportunity

  29Jan2021

  We keep saying it. This is “The Asian Century”. This week, with the Chinese New Year upon us, we provide an update on China. In the next few weeks, we will return to Japan and Asian smaller companies.

  By Brian Dennehy

  Access Level | member

  Sector analysis

• 29Jan2021

  

  Fund Pricing

  29Jan2021

  A few Gold Members have recently asked questions around the pricing of funds, when and indeed how to sell, among other general fund pricing queries.

  By

  Access Level | public

  Fund analysis

• 22Jan2021

  Chart Of The Week – Tesla, the very minor car producer

  22Jan2021

  Bearing in mind the noise surrounding Telsa in the media every day, you might assume they make a lot of cars. Brian Dennehy questions the high value of Tesla, which is such a minor player in this huge global market.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 22Jan2021

  Your Questions Answered - January 2021 Teleconference Q&A

  22Jan2021

  Questions and Answers for the January 2021 Gold Members' Teleconference

  By Brian Dennehy

  Access Level | member

  Q&A

• 22Jan2021

  Stop-Loss – coping with whip-lash

  22Jan2021

  In the December teleconference the point was raised that, in current volatile market conditions, if your Stop-Loss is triggered, and you wait 30 days to re-purchase, your fund could be a long way above where you sold.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 22Jan2021

  UK All Companies – Dynamic Portfolio Review

  22Jan2021

  This week we update the Dynamic UK All Companies Portfolio, which focusses on a single UK stock market sector – UK All Companies – one of the largest and most popular sectors. It has a great long-term track record. Here we review how the portfolio is made and its performance numbers.

  By

  Access Level | member

  Dynamic Portfolios

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