Our Blogs

• 29Apr2022

  How are you feeling? Test yourself

  29Apr2022

  Some accomplished investors, from Warren Buffet down, have said investing should be boring. Sometimes, perhaps. But taken too literally this is extremely dangerous.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 29Apr2022

  What’s Hot, What’s Not: US Bonds Hot, Latin America & Tech Not [Sector Edition]

  29Apr2022

  The majority of sectors were negative this month, including Latin America and Technology. But US Bond sectors, together with India/Infrastructure, managed to defy this trend.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 29Apr2022

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

  29Apr2022

  A mixture of funds makes up the top performers this month, ranging from TAR funds to Specialist funds to Commodity funds. It’s more straightforward with the What’s Not table, dominated simply by funds with a heavy Tech weighting.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 29Apr2022

  New Investment Data – What you need to know

  29Apr2022

  As you may be aware, we migrated our website and investment data to a new provider in December. Although this was a big project for us, it was a long overdue upgrade and we have been delighted with the new data, as well as all of the Gold Member feedback!

  By Ruairi Dennehy

  Access Level | public

  Service Update

• 22Apr2022

  Your Questions Answered - April 2022 Teleconference Q&A

  22Apr2022

  Questions and Answers for the April Gold Members' Teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

• 22Apr2022

  Global – Dynamic Portfolio Review

  22Apr2022

  This week we review our Dynamic Global 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

• 22Apr2022

  NEW RESEARCH – Stop Loss For More Growth And Less Risk

  22Apr2022

  There is no perfect process for knowing what or when to buy, nor when to sell. But there are some very important tools in your armoury, particularly your Stop-Loss if you want to stay out of trouble. Today we have new research on the application of a Stop-Loss to one of our most popular and successful portfolios.

  By Ben Debney

  Access Level | member

  Investment research

• 14Apr2022

  Gold Members' Teleconference April 2022

  14Apr2022

  Income - 2022 Update - Inflation/Recession - Charts Journey - Your Options

  By Brian Dennehy

  Access Level | member

  Teleconference

• 08Apr2022

  UK Small Caps – Head-to-Head

  08Apr2022

  Two outstanding UK smaller company funds over the last decade are Fidelity UK Smaller Companies and Liontrust UK Smaller Companies. Below these two funds are put under the microscope, in terms of their short and long-term performance, risk and underlying holdings.

  By Ben Debney

  Access Level | member

  Fund analysis

• 08Apr2022

  Income Tool – Now Live!

  08Apr2022

  Our Income Tool is now up and running on the site! Here we provide a brief overview of the tool including who it’s for, its purpose and how it works.

  By Ben Debney

  Access Level | member

  Generating income

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