Month: October 2020

October 26, 2020

October 20, 2020

Portfolio Construction

Investing,Portfolio Management

by Henry Viola-Heir

October 1, 2020

Reader Question: What is a good return for an investor?

Reader Questions,Investing

by Henry Viola-Heir

Henry Viola-Heir Follow

Live in #London but born in #Nottingham. I write about my journey #Investing in #Stocks.

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Lewis Robinson @expectingvalue ·

22h

Typically assured update from #SUS. Growth faster than I had expected, collections remaining very strong. Certainly becoming more cautious in their tone, though, which makes sense given the market mood music

https://www.londonstockexchange.com/news-article/SUS/trading-statement/15748891

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Henry Viola-Heir @htviola ·

6 Dec

Free cashflow is super important for the future of a business - without it, managers are forced to take on more debt or dilute shareholders to continue operations.

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Henry Viola-Heir @htviola ·

6 Dec

This makes for some stark reading - astonishing that our debt to GDP ratio is now over 100%. Perhaps pausing before panic spending a few hundred billion pounds on COVID and index linking a quarter of our gilt issuance would have been a good idea...

Josephine Cumbo @JosephineCumbo

‘Who is going to buy?’ UK set to unleash historic debt deluge https://www.ft.com/content/6446220c-41e8-4937-9860-8d075d297aa8

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John Stepek @john_stepek ·

5 Dec

Has the "long duration" bubble (AKA the bullsh*t bubble) fully deflated? Is the US dollar's relentless squeeze on global markets over in time for a Santa rally? Have markets finally forgiven the UK its mini-budget trespasses? Let's see what the charts say https://www.bloomberg.com/news/newsletters/2022-12-05/five-key-charts-to-watch-commodities-fly-dollar-slides

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Henry Viola-Heir @htviola ·

5 Dec

I'm not sure about any other stakeholders but as an investor I can't say he's been fantastic. It will be interesting to see what the next CEO does with the dividend though!

Financial Times @FT

Vodafone chief executive Nick Read to step down this month https://on.ft.com/3VwaEz9

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Month: October 2020

Confidence in Portfolio Strategy

Portfolio Construction

Reader Question: What is a good return for an investor?