Articles & Insight

Latest articles by category

  • Reversals & Recovery Stocks: Price Action Reversals 2nd April 2021 by Jason Needham - In this article I'll be looking at trend reversals with a focus on price action. I'll break down the meaningful timeframes that add weight to… ...more
  • Shares to help you sleep at night 31st March 2021 by Richard Beddard - I am probably jinxing it now, but owning shares in Howden Joinery has never lost me sleep. I was reminded of this fact earlier in… ...more
  • The Trader: Trading Turnarounds – Part II 12th March 2021 by Michael Taylor - In my previous article on trading turnarounds, we looked at why trading turnarounds can take time and investors can lose patience. We looked at how… ...more
  • The Trader: Trading Turnarounds 2nd March 2021 by Michael Taylor - Everyone likes a turnaround. This is because people like the idea of buying at the bottom and reaping the rewards. However, trading turnarounds can take… ...more
  • The Trader: Results from my filter 2nd February 2021 by Michael Taylor - My last article detailed my new filter. If you missed it then you can read about it here. As discussed, this filter looks for stocks… ...more
  • Lessons from the Trend (Part 2): Moving Averages 29th January 2021 by Jason Needham - In this article I will continue focusing on primary and secondary trends but this time I will use moving averages to define market phases. You… ...more
  • The Trader: Introducing my new filter 15th January 2021 by Michael Taylor - I released a new filter several weeks ago. This was a new filter I was testing and mentioned this in my Investors Chronicle column. I’ve… ...more
  • Lessons from the Trend (Part 1): Breakouts 16th December 2020 by Jason Needham - All the best trends in the market need to start somewhere. I’m going to show you how to define a trend using two methods and… ...more
  • The Trader: A look at the pharmaceuticals sector 27th November 2020 by Michael Taylor - The pharmaceuticals sector is another popular sector with private investors and retail traders. This is because the volatility is high and traders are often attracted… ...more
  • The Trader: A look at the commodities sector 13th November 2020 by Michael Taylor - The commodities sector is popular with private investors and retail traders. Life changing gains (and life changing losses) can be made on this sector. Back… ...more
  • Stock selection & staying in lane 16th October 2020 by Jason Needham - In this article I'm going to cover some big picture charting and try my best to bring across to the reader three different time frames… ...more
  • The Trader: Five rules for new traders 22nd May 2020 by Michael Taylor - A combination of market volatility and being locked in during lockdown has led to many turning their eye to getting involved in the stock market.… ...more
  • The Trader: How to Avoid Blowing Your Account 7th May 2020 by Michael Taylor - The market is moving with extreme volatility in recent weeks. This offers traders many opportunities to prosper and profit, but volatility is a double-edged sword.… ...more
  • The Trader: Why You Should Be Using R 23rd April 2020 by Michael Taylor - R is a component in trading that we use to define risk. It is a crucial aspect of trading systems and by thinking in terms… ...more
  • The Trader: Why the trend is your friend 31st March 2020 by Michael Taylor - “It is a truth universally acknowledged, that a single man in possession of a good fortune, must be in want of a wife.” Whether or… ...more
  • The Trader: Exit Strategies 13th March 2020 by Michael Taylor - In April 2017, I had a real nightmare. I had been trading full time on the market for four months and had had enormous success… ...more
  • The Trader: Optimising Your RNS Feed 26th February 2020 by Michael Taylor - In this article, I’ll show you how to clean up and manage your RNS feed by adding a filter and removing noise, colour coding your… ...more
  • A market of stocks or a stock market? 7th February 2020 by Michael Taylor - January was a good month, despite the FTSE 100 closing down nearly 3.5% and the outbreak on coronavirus soon to kill us all. Or is… ...more
  • Taste the Feeling 29th January 2020 by Michael Taylor - Taste the Feeling is a Coca-Cola slogan from 2016. I think it’s a very good, because Coca-Cola isn’t just a product. It’s a religion. The… ...more
  • Why mindset is the most important factor 16th January 2020 by Michael Taylor - "Nature versus nurture" has been a debate that has raged for hundreds of years. Sir Francis Galton (pictured above), who was a Victorian era statistician… ...more
  • Cups and bowls 6th December 2019 by Michael Taylor - Cups and handles, and bowls, have been very popular with trend traders. These patterns can be powerful as they show sentiment of the stock gradually… ...more
  • Is there life on the High Street? 22nd November 2019 by Michael Taylor - With Debenhams going bang, the demise of Mothercare, and Carpetright finally succumbing to their challenges (Carpetright was taken over – but at a price only… ...more
  • Support & Resistance 6th November 2019 by Michael Taylor - Support and resistance are two common concepts when it comes to technical analysis. They are the most basic but also the most important points when… ...more
  • Two Technical Analysis Tools You Need: Candlesticks and Volume 9th October 2019 by Michael Taylor - We briefly touched on technical analysis in my previous article ‘The Four Stages of a Stock’, and in this article I want to introduce some… ...more
  • Why shorting is good for investors 30th August 2019 by Michael Taylor - Although I am much more of a trader myself as I rely on trading profits to pay my bills, I do think investors have much… ...more
  • The Four Stages of a Stock 26th July 2019 by Michael Taylor - Technical analysis is either loved or hated. Many people like to claim it as ‘voodoo’ and trying to predict the future, but the fact is… ...more
  • Prudent 15: BioPharma Credit 23rd March 2021 by David Stevenson - In these articles about funds, I have tended to be steer clear of the many, many alternative funds listed on the London market. That is… ...more
  • Dynamic 35: Oakley Capital Investments 9th February 2021 by David Stevenson - Private equity fund in transition – new addition to Dynamic 35 Listed private equity funds have had a chequered record on the London Stock Exchange.… ...more
  • My two ETF Growth Portfolios: January 2021 Update 9th February 2021 by David Stevenson - Back in the middle of August I outlined two growth-oriented portfolios, comprising a gaggle of exchange traded funds. The first was a Global Trends portfolio,… ...more
  • The Dynamic 35: Manchester and London 14th January 2021 by David Stevenson - "While we have this euphoria it's pretty hard to imagine the bubble breaking. But look at the data and you think this thing could go..."… ...more
  • The Dynamic 35 : The Schroders Asian Total Return Trust 2nd December 2020 by David Stevenson - Traditionally most investors tend to regard the division between developed markets (DM) and emerging markets (EM) as a simple divide. We all put more money… ...more
  • Dynamic 35: India Capital Growth fund 13th November 2020 by David Stevenson - This week I have a very adventurous addition to my list of 35 Dynamic funds. I admit that it’s not without risk and its recent… ...more
  • Dynamic 35: Aurora Investment Trust 23rd October 2020 by David Stevenson - A new addition to the Dynamic 35 Aurora Investment trust I wanted to start this article with an immediate declaration. I am a non-executive director… ...more
  • Dynamic 35: RTW Venture 1st October 2020 by David Stevenson - I have a new addition to my Dynamic 35 list of investment trusts and closed end funds. It is called RTW Venture and it is… ...more
  • My two ETF Growth Portfolios 28th August 2020 by David Stevenson - This week I am focusing not on my usual subject of investment trusts but switching attention to exchange traded funds or ETFs. These are a… ...more
  • Prudent 15: Ecofin Global Utilities and Infrastructure Trust (EGL) 30th July 2020 by David Stevenson - I do not think it is unfair to say that over the last decade we have seen a powerful shift in sentiment towards utility stocks,… ...more
  • Prudent 15: International Public Partnerships 17th July 2020 by David Stevenson - The safe bet on infrastructure: INPP (International Public Partnerships) Over the next couple of articles, we’ll be adding two new funds to our Prudent 15… ...more
  • Dynamic 35: Witan Investment Trust 1st July 2020 by David Stevenson - Witan – a long term buy and hold globalist fund with a value bias Investing should really be about simplicity. Take global investing. Nearly every… ...more
  • Prudent 15: The SDCL Energy Efficiency Income Trust 12th June 2020 by David Stevenson - The SDCL Energy Efficiency Income Trust The idea of investing in a fund which will help facilitate the transition towards a more sustainable energy mix… ...more
  • Dynamic 35: Hg Capital 27th May 2020 by David Stevenson - A smarter way of buying into the right kind of private growth businesses It is an unfortunate truth that more and more high growth businesses… ...more
  • Dynamic 35: Edinburgh Worldwide 12th May 2020 by David Stevenson - Edinburgh Worldwide – a great long-term home for growth investors Investors in funds such as Scottish Mortgage will have noticed a very peculiar phenomenon over… ...more
  • Prudent 15: Ruffer Investment Company 22nd April 2020 by David Stevenson - The Ruffer Investment Company – big bets on a global new normal "There are decades where nothing happens; and there are weeks where decades happen"… ...more
  • Dynamic 35: Augmentum 3rd April 2020 by David Stevenson - A big bet on Fintech worth taking at this price - Augmentum OK, I’m not going to beat around the bush. l readily concede that… ...more
  • Prudent 15: BH Global 20th March 2020 by David Stevenson - Kicking off with BH Global (BHGG) You can always read more about my views on funds at my blog www.adventurousinvestor.com. I update this most days,… ...more
  • Putting performance into perspective 5th February 2019 by Richard Beddard - Richard reads Fundsmith Equity Fund’s annual letter to fundholders and suggests a modest improvement that could change your perception of financial history. He also responds… ...more