Our Blogs

• 07May2020

  “How did we get here?”

  07May2020

  The below blog is much of what we covered in the March teleconference, there are many pertinent points and takeaways from the presentation that are still crucial in helping to understand how we got where we are so that we can make informed investment decisions today.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 06May2020

  Investing overseas? Dynamic World ex-UK Portfolio review

  06May2020

  In this review we look at our Dynamic World ex-UK portfolio, which focusses on the main stock market sectors excluding the UK. Here we review how the portfolio is made and its great performance numbers.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 05May2020

  Brian’s approach and FundExpert research

  05May2020

  It is important to distinguish between Brian’s approach, which he lays out in teleconferences to give an example of how an investment approach evolves, and the general research that we provide on FundExpert.

  By

  Access Level | public

  Portfolio building

• 05May2020

  10 Funds For The Bounce

  05May2020

  In this blog we identify which funds you might buy and why.

  By Brian Dennehy

  Access Level | member

  Generating growth

• 01May2020

  Guest blog: Implications of a lower oil price

  01May2020

  We received this note recently from the Premier Miton fund managers. It's a good summary of the recent moves in the price of oil and what that means for the longer term. It's particularly useful for those looking to dip a toe into beaten up oil funds or countries that are heavily reliant on the price of oil.

  By Guest Blog

  Access Level | public

  Market commentary

• 01May2020

  UK Blended - Dynamic Portfolio Review

  01May2020

  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

• 01May2020

  Gold Members' Teleconference - Friday 1 May 2020

  01May2020

  Last Week - UK Company Pulse - Market Close-Up - My Personal Review - Beauty of Drip Feeding

  By Brian Dennehy

  Access Level | member

  Teleconference

• 01May2020

  What’s Hot What’s Not: Gold Glitters Again, Property Struggles [fund Edition]

  01May2020

  After a sharp ride down in March, April saw some funds accelerating up, driven by Gold. Property bumped along the bottom, making up most of the Not Hot table.

  By Sam Lees

  Access Level | public

  What's Hot What's Not

• 24Apr2020

  Investment Trusts – the potential for smoothed income explored

  24Apr2020

  Consistent growth in income paid to investors is THE vital component for most income seekers e.g. through a long retirement. Not capital growth, capital volatility, or charges.

  By Sam Lees

  Access Level | member

  Generating income

• 24Apr2020

  Investment Trust alternatives to our 10 Unit Trusts

  24Apr2020

  In the last teleconference, we said we would look at some investment trust alternatives for the unit trusts that we used in our selection of “beaten-up quality” funds. Our emphasis is on investment trust sectors where our prior research showed they added to performance when combined with unit trusts using our Dynamic Fund Ratings.

  By Sam Lees

  Access Level | member

  Generating growth

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