Our Blogs

• 15Jul2022

  Vintage Report 2022 – The Worst Report Yet

  15Jul2022

  In this blog we provide a covering note for our Vintage Report 2022.

  By Ruairi Dennehy

  Access Level | public

  Investment research

• 15Jul2022

  Your Questions Answered - July 2022 Teleconference Q&A

  15Jul2022

  Questions and Answers for the July Gold Members' Teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

• 15Jul2022

  Bonkers 3-Month – Dynamic Portfolio Review

  15Jul2022

  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 Ruairi Dennehy

  Access Level | member

  Dynamic Portfolios

• 14Jul2022

  Gold Members' Teleconference - July 2022

  14Jul2022

  Turning Points - Bonds - Commodities - US latest - UK latest - Action

  By Brian Dennehy

  Access Level | member

  Teleconference

• 08Jul2022

  Vintage Ratings: UK Under The Spotlight

  08Jul2022

  Fancy a straightforward, minimum stress way to identify funds offering growth almost 2x the return of the average UK growth fund?

  By Ruairi Dennehy

  Access Level | member

  Market commentary

• 08Jul2022

  Dynamic Commodities Portfolio: Official Launch

  08Jul2022

  We first constructed an official commodities portfolio in April 2021 (see links at end), and today it is launched as an official Dynamic Portfolio.

  By Brian Dennehy

  Access Level | public

  Dynamic Portfolios

• 08Jul2022

  UK All Companies – Dynamic Portfolio Review

  08Jul2022

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

  By Ruairi Dennehy

  Access Level | member

  Dynamic Portfolios

• 01Jul2022

  6 Months of Historical Turning Points – Winners And Losers

  01Jul2022

  The first 6 months of 2022 have been punctuated by a number of historical turning points. In this blog we look at the winners and losers midst this considerable uncertainty.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 01Jul2022

  Asia (including Investment Trusts) – Dynamic Portfolio Review

  01Jul2022

  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 Ruairi Dennehy

  Access Level | member

  Dynamic Portfolios

• 01Jul2022

  What’s Hot, What’s Not: China Hot, Commodities Not [Sector Edition]

  01Jul2022

  Chinese equities had a stellar month (finally) while commodities and index linked gilts both had stinkers.

  By Ruairi Dennehy

  Access Level | public

  What's Hot What's Not

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