Our Blogs

• 08Nov2019

  Investing in Japan - Dynamic Portfolio Review

  08Nov2019

  Japan has been one of the cheapest stock markets in the developed world for a number of years and 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

• 08Nov2019

  Miss Liberty, Made In China

  08Nov2019

  This is a story about ambition, paranoia, and how the investment world will dramatically change if the United States continues on its current path.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 08Nov2019

  Following the Herd? Groupthink

  08Nov2019

  Following the investing herd? Your inability to think independently can be dangerous to your wealth. Not surprisingly, you’re not alone.

  By Sam Lees

  Access Level | public

  Investment research

• 01Nov2019

  What’s Hot, What’s Not: Japan and UK up, Gilts down

  01Nov2019

  Inflation linked bonds snap back down while an eclectic bunch occupies the Hot table.

  By Sam Lees

  Access Level | public

  What's Hot What's Not

• 01Nov2019

  Best funds for the UK - Dynamic UK Portfolio update

  01Nov2019

  This month we kick off with a review of the Dynamic UK Portfolio. It focusses on the three UK main sectors (UK All Companies, UK Equity Income and UK Smaller Companies). The portfolio has a superb track record. Here we review how the portfolio is made and its performance.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 31Oct2019

  Where are markets heading?

  31Oct2019

  This note runs a bit longer than our normal blog format but it is worth grabbing a cuppa and having a read through in a quiet moment. It puts a lot of our thoughts in a wider context, which is helpful to stop getting stuck in the nitty-gritty.
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 25Oct2019

  MACD and charting tools

  25Oct2019

  There has been a discussion on the Facebook group about MACD and the best way to find tools to track it. We recently posted the below on the Facebook group. We try and replicate discussions on the Facebook group in the blog, so that you don’t miss out if you’re not on it.

  By Brian Dennehy

  Access Level | member

  Investment research

• 24Oct2019

  Starting XV of investment funds

  24Oct2019

  How is a rugby squad like a portfolio...? Here we fill the positions with a selection of funds using our Vintage and Dynamic research and ratings, plus a sprinkling of Hidden Value to satisfy the Inner Punter. This may be a bit of fund but it's a serious way to get you to think about how you build your portfolio.

  By

  Access Level | member

  Portfolio building

• 24Oct2019

  Scary funds? Only if you don't have a plan

  24Oct2019

  There have been plenty of frightful times for investors in recent years but the panic only sets in if you are investing without a clear rationale, a clear plan. Here we look at the scariest funds of 2019 and how you can avoid getting stuck in funds like these in the future.
  
  
  

  By Sam Lees

  Access Level | member

  Market commentary

• 24Oct2019

  The 5 Deadly Sins

  24Oct2019

  Too many investors are prepared to bet the ranch on the flimsiest of reasons. Why? Our inherent inability to invest successfully is alarming. What is going on? The Woodford drama (still far from over) is a valuable case study for The 5 Deadly (investor) Sins.

  By Brian Dennehy

  Access Level | public

  Market commentary

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