Our Blogs

• 21Jan2022

  Bonkers 3-Month – Dynamic Portfolio Review

  21Jan2022

  This week we review our Bonkers 3-Month Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 21Jan2022

  Cautious – Dynamic Portfolio Review

  21Jan2022

  This week we review our Dynamic Cautious Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 21Jan2022

  The Worrying Message From A Simple Maths Ratio

  21Jan2022

  As I mentioned in the teleconference last week, I meant to bring this analysis to you last year. On the one hand we ran out of time, on the other hand there was already enough for you all to think about, and you might have thought I was barking mad. But here goes.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 18Jan2022

  Gold Members' Teleconference January 2022

  18Jan2022

  Interest Rates - Mania Chronicles - US vs World - Value vs Growth - Markets Update

  By Brian Dennehy

  Access Level | member

  Teleconference

• 14Jan2022

  Global Stars, Growing Risks, Fading Potential

  14Jan2022

  Funds such as Fundsmith and Scottish Mortgage have been real stars over the last decade, but the shine is rapidly coming off. Today we look at the growing risks in more detail, to ensure you don’t fall in love with last decades stars, and think more objectively.

  By Ben Debney

  Access Level | member

  Investment research

• 14Jan2022

  The Investment Industry, Trust, And The Ulysses Trick

  14Jan2022

  Who can you trust in the investment industry in its widest sense, including media and regulators, advisers and fund platforms, and rating companies?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 14Jan2022

  Asia (including Investment Trusts) – Dynamic Portfolio Review

  14Jan2022

  This week we review our Dynamic Asia (including Investment Trusts) Portfolio. We explore how the portfolio is made and its performance, both short term and long term.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 07Jan2022

  Who Can You Trust In An Age Of Fake News And Fake Experts?

  07Jan2022

  I received this quote from James Clear before Christmas:
  
  “An expert is someone who, over many years, manages to remain confident enough to keep trying, and humble enough to keep learning."
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 07Jan2022

  What’s Hot, What’s Not: Property Hot, Tech Not [Fund Edition]

  07Jan2022

  A wide array of funds make up the top places for December’s review, ranging from the likes of property to absolute return, to thematic funds in healthcare and infrastructure. On the flipside, a common theme among many of the straggler funds is a notable exposure to Tech and the US.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 07Jan2022

  What’s Hot, What’s Not: Thematics Hot, Bonds Not [Sector Edition]

  07Jan2022

  In a reverse of November’s edition, it’s the stock market sectors occupying the top places while bond sectors dominate the dud sectors for December.

  By Ben Debney

  Access Level | public

  What's Hot What's Not

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