Our Blogs

• 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

• 10May2019

  8x times more growth - Dynamic UK Portfolio review

  10May2019

  This month we kick off with a review of one of our popular portfolios: the Dynamic UK Portfolio. It focusses on the three UK sectors. It has a superb track record and here we review how the portfolio is made and its great performance numbers.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 10May2019

  Europe – basket case or overlooked opportunity?

  10May2019

  The European elections are just ahead. Whether or not the U.K. is involved, it is a great time to review what is going on, and whether or not there is an investment opportunity.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 10May2019

  Buffett Junkies Not So Daft

  10May2019

  Shane Parrish (who drives the thought-provoking Farnham Street blog) tells of his decade of attending Berkshire Hathaway’s annual conference. BH is the vehicle of Warren Buffett and Charlie Munger, and a remarkable 50,000 “Buffet junkies” attend. Is there any point? Are you really going to learn anything new, year after year?

  By Brian Dennehy

  Access Level | public

  Investment research

• 03May2019

  Making Great Investing Decisions

  03May2019

  Knowing how to make great decisions can be the key to living a happy and successful life, as well as saving you time, money and stress. It’s one of the best skills we can develop, and especially when it comes to investing.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 03May2019

  The Next Six Months Have Been The Worst On Average

  03May2019

  In this simple table you can see the average 6-month returns for the S&P from 1950-2018. The next six month have been the worst, on average...

  By

  Access Level | member

  Market commentary

• 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

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