Our Blogs

• 19Jul2019

  A Profit Drawdown Plan (and a Health Warning!)

  19Jul2019

  One of our Gold Members – Martin – raised this question:
  
  “Why should we switch into income funds, if growth funds with momentum strategies consistently outperform income funds?”
  
  It’s a great question, which we look at in more detail in this blog.
  

  By Brian Dennehy

  Access Level | member

  Generating income

• 18Jul2019

  Gold Members' Teleconference - July 2019

  18Jul2019

  Retirement Income - My Portfolio - Re-investment what and when - Markets Update - Negative Divergence

  By Brian Dennehy

  Access Level | member

  Teleconference

• 11Jul2019

  Why so many disappointing growth funds?

  11Jul2019

  I was chatting to one of the national press journalists this week, and they were looking into the performance differences between two sectors which are big favourites with UK-based investors, UK All Companies and UK Equity income. It prompted us to look more closely, and the results are very interesting.
  
  

  By Brian Dennehy

  Access Level | member

  Generating growth

• 11Jul2019

  Market Update - Keep your guard up

  11Jul2019

  When markets hit new highs, in this case the pivotal US stock market, investors should be full of enthusiasm and optimism. At least that is how it is meant to work – but it isn’t. It is important to try and understand what is going on.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 11Jul2019

  Commercial Property Funds – Seller Beware

  11Jul2019

  Do you hold commercial property funds? They might form the “boring” part of your portfolio but they might soon go through some interesting times. Here we look at the options for investors, clouds on the horizon, and what you should do if you hold (or are thinking of buying) commercial property funds.

  By Sam Lees

  Access Level | public

  Sector analysis

• 11Jul2019

  Extraordinary profits from ordinary funds

  11Jul2019

  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 Brian Dennehy

  Access Level | member

  Portfolio building

• 05Jul2019

  US late in bull rally – but early days for Asia?

  05Jul2019

  We summarised where the markets are, and our Elliott Wave analysis, last week.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 04Jul2019

  Stop-Loss alerts at a fund level. [Let us know your thoughts]

  04Jul2019

  We've been working on improving the Stop-Loss alerts. Here we look at a layout for Stop-Loss alerts at a fund level. Let us know your thoughts.

  By Sam Lees

  Access Level | member

  Portfolio building

• 04Jul2019

  What Brexit gloom? Dynamic UK All Companies portfolio update

  04Jul2019

  This week we update the Dynamic UK All Companies Portfolio, which focusses on a single UK stock market sector – UK All Companies - the largest and most popular one. It has a superb track record. Here we review how the portfolio is made and its great performance numbers.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 04Jul2019

  Politicians - the greatest investment risk?

  04Jul2019

  For most of the time since the 1980s we have been able to avoid trying to understand political shenanigans. That changed from 2008 because politicians in developed economies took on vast amounts of debt with, in most cases, no mandate from voters to do so.

  By Sam Lees

  Access Level | public

  Market commentary

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