Our Blogs

• 12Mar2021

  Asia & Emerging Markets – Dynamic Portfolio Review

  12Mar2021

  We have already reviewed the great numbers for the volatile Bonkers 6-Month portfolio. Here we look at another portfolio investing in some risky markets that can produce great returns: the Dynamic Asia & Emerging Markets portfolio.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 12Mar2021

  Investing or gambling?

  12Mar2021

  How do we distinguish between gambling and investing? It is surely a simple question. Yet the answer is not so straightforward. There are also numerous traps – you must make sure you aren’t in one already, and if you are, you must deal with it head on – and that requires uncomfortable honesty.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 05Mar2021

  Value Fund Lists Updated

  05Mar2021

  By popular demand we have updated the Value funds listing (see below) and in this blog also update some analysis and observations.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 05Mar2021

  Bonkers 6-Month – Dynamic Portfolio Review

  05Mar2021

  Here we review our massively successful, but volatile, Bonkers 6-Month Portfolio. Even if it is not to your taste, there are two essential lessons for all investors, in funds or otherwise.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 05Mar2021

  The Best UK Equity Income Funds – Saints and Sinners Part 2

  05Mar2021

  Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or any other statistical distraction.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 05Mar2021

  The Rotation Story – twists and turns

  05Mar2021

  The attention on Value-style funds has generated a flow of questions. In this blog I answer one from Paul, in particular how we sometimes have to adapt, and buy funds before they formally have momentum, as judged by our Dynamic Fund Ratings.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 26Feb2021

  What’s Hot, What’s Not: Energy jumps, UK Gilts slump

  26Feb2021

  There is quite a range of funds making the Top 10 this month, with most notable are the Energy funds. What joins nearly all of these winners is their exposure to a cyclical recovery – energy, small caps, special sits, Value.

  By Ben Debney

  Access Level | public

  What's Hot What's Not

• 26Feb2021

  The Best UK Equity Income Funds – Saints and Sinners Part 1

  26Feb2021

  Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or any other statistical distraction. That being so, 2020 was particularly challenging, and that is our focus today for income investors.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 26Feb2021

  Cautious investor: an alternative to bond funds

  26Feb2021

  With bond investments facing considerable downside risk, here we consider one cautious alternative for those who find large sums on deposit very uncomfortable.

  By Brian Dennehy

  Access Level | member

  Bond Analysis

• 26Feb2021

  Momentum and Bond Funds

  26Feb2021

  In the recent teleconference, I was asked if Dynamic Ratings (a momentum measure) work with bonds. Here are the key points in answer.

  By Brian Dennehy

  Access Level | member

  Bond Analysis

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