Bruce assess his performance for 2021, and notes that he would have been better off doing nothing. He also looks at the skewed return distribution of returns of AIM shares, plus 2 companies that reported positive news last week. The FTSE 100 reached 7,400 on Christmas Eve, up +14% this year, versus the AIM All […]
Month: December 2021
Update on model growth portfolios
David gives an update on his ETF portfolios. Read his previous update here. As 2021 draws to a (dismal) end, besieged yet again by Covid, I thought I’d share a quick update on my two model ETF based portfolios. To recap both were aimed at investors who want a low cost ETF model portfolio bult […]
Rediscovering the father of value investing | Benjamin Graham
Richard warms the cockles of his heart in front of a digital fire, while reading his favourite investment book… Christmas is approaching, and I must confess to a new and slightly eccentric guilty pleasure. In addition to mince pies and Irish Coffee, I have taken to working (from home of course) in front of an […]
Weekly Commentary 20/12/21: Unexpected returns
Bruce looks at long run UK equity index returns over the decades. Index returns have been unexciting recently, but the top performing UK companies have still achieved 35-45% CAGR in the last 10 years. You just need to know what to look for. The FTSE 100 was 7,280 down less than -0.2% versus last week. […]
Diary of an 18-year-old investor: Portfolio update and trading system
A big thank you for the very helpful comments left for me following my last blog. It is really encouraging to read members’ experiences, advice and opinions. Also, it’s good to know someone is reading the blog! Thanks to Frank for his good book recommendations. I have ordered two of the books to hopefully start […]
Screening For My Next Long-Term Winner: Ashmore
Terrific margins, plenty of cash, a reliable dividend and a modest rating could make Ashmore a decent QARP stock. Maynard Paton studies the fund manager and discovers how lower charges have limited past growth. Shares offering ‘Quality At a Reasonable Price’ have been hard to find during the last few years. But recent market conditions […]
Weekly Commentary 13/12/21: Epicycles and shared illusion
The FTSE 100 was up +2.7% to 7,321, recovering last week as early news out of South Africa suggested that fewer patients with the new variant were on ventilators. Both the Nasdaq100 and S&P500 were up +2.8%. The US 10y Govt bond yield rose from 1.35% to 1.52% (ie Government bonds sold off as financial […]
The end of the year | Looking back on trades
As we roll into December, it’s inevitable that people start to look back on their year and how they’ve performed. We tend to look at the new year as a chance to improve bad habits and make changes. Gym owners across the country will be rubbing their hands in glee as people rush to join […]
New and upcoming UK IPOs: Windward, 4GLOBAL, Ondine, LADbible
We will be focusing on recent and upcoming UK IPOs listed on the LSE and what they do. The investment opportunities covered are Windward Ltd., 4GLOBAL PLC, Ondine Biomedical Inc. and LADbible Group Media. Windward Ltd. Opening date 06 December 2021 Issue price 155p Market cap £163.28m Ticker WNWD At the helm Ami Daniel Daniel […]
Bytes: Which is the best IT reseller?
Recent flotation Bytes Technology has joined bigger rivals Softcat and Computacenter on the stock market. Richard wants to know what it does differently. In my last article I introduced Marks Electrical, a company that had recently floated that might be an exception that proves the rule that Initial Public Offerings (IPOs) make terrible investments. The […]
Weekly Commentary 06/12/21: Wealth vs investment
The FTSE 100 was resilient, recovering to 7,157 on Friday up +1.6% for the week. The S&P500 and Nasdaq100 were both down less than 0.5%. Interestingly though bond yields have reacted more cautiously to reports of the new variant, with US treasuries now yielding 1.43% a 24bp point fall versus the last week of November […]
Warehouse REIT | Real estate on the rise
Today’s featured company is a departure from the riskier and possibly sexier future opportunities and in many ways, Warehouse REIT (WHR) is a boring real estate investment trust, which is not known for its sex appeal or excitement. Sometimes, boring companies build wealth by stealth, as is the case with Warehouse REIT. It invests in […]
