Our Blogs

• 17Jan2019

  Dynamic Portfolio Review: UK All Companies

  17Jan2019

  This month we have already looked at the Bonkers and Cautious Portfolios. Today we update the Dynamic UK All Companies Portfolio, which focusses on a single UK stock market sector, and the largest and most popular one. It has a superb track record. Here we review the portfolio structure, its great performance numbers and the latest choices.

  By Sam Lees

  Access Level | member

  Portfolio building

• 11Jan2019

  Market Update – beware false dawns

  11Jan2019

  The US market in particular plummeted around Christmas, followed by a record daily points gain. Volatility is extreme, and this is very likely a new era which might persist for years. Right now US and UK and other markets are enjoying a bounce. Be very wary.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 11Jan2019

  Dynamic Portfolio Review: Cautious

  11Jan2019

  This month we’ve already reviewed the Bonkers Portfolio, which has some great long-term performance. As a contrast, next up for review is the Dynamic Cautious Portfolio. While the Bonkers Portfolio is simple, the Cautious Portfolio is more challenging to construct. Here we take a look at what’s in it and how it has done over the last 6 months.

  By Sam Lees

  Access Level | member

  Portfolio building

• 11Jan2019

  5 Uncomfortable Threats In 2019

  11Jan2019

  There is quite a list of macro risks in 2019, all of which have been well aired in the media in recent weeks. But ultimately the greatest investment risk for you in 2019 is you. In particular I want to highlight problems I have already observed in recent weeks.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 11Jan2019

  FundExpert vs Hargreaves Lansdown

  11Jan2019

  In the last 10 days Jeff Prestridge from the Mail on Sunday got in touch asking some detailed questions as he was setting out to review the methods of various advisers and investment platforms. The trigger was an upcoming overhaul by Hargreaves Lansdown of their HL150 – the revelations of which are already exciting (annoying?) quite a few of you, and understandably.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 04Jan2019

  Should you buy Value funds in 2019?

  04Jan2019

  Since 2016 we have been excited about the potential in Value funds but the results have been mixed as Growth has dominated. There are once again some more positive signals coming from Value funds as we head into 2019. Should you take a look? And if you are interested, what should you consider? Here we look at what Value is, why it’s exciting and what investors should do.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 04Jan2019

  Dynamic Portfolio Update: Bonkers Portfolio (Jan/Jul)

  04Jan2019

  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

• 04Jan2019

  How not to be surprised [video]

  04Jan2019

  Starting the year off on the right foot, here is an extract from our teleconference series for Gold Members looking at surprises (and how to avoid being surprised).

  By Brian Dennehy

  Access Level | public

  Video

• 21Dec2018

  Final market update for 2018

  21Dec2018

  In yesterday’s teleconference for Gold Members I updated the latest stock market analysis, among other things. Here’s a bit more meat on that.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 21Dec2018

  Table Toppers vs. Duds: The Best and Worst of 2018

  21Dec2018

  If we just look at the main asset classes it’s not been a great year for investing – in fact it’s been a shocker in one key regard.

  By Brian Dennehy

  Access Level | public

  Market commentary

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