Investing

Staying the course in a persistent market downturn

InvestingSeptember 16, 2023|In Portfolio Management, Investing|By Henry…


Behavioural Bias and Fees when Managing Capital

InvestingAugust 26, 2023|In Psychology, Investing|By Henry Viola-HeirAnyone…


2023 Half Year Review

InvestingJuly 1, 2023|In Investing|By Henry Viola-Heir Let’s start with the…


Why I rarely invest in 'Micro Cap' Equities

InvestingApril 11, 2023|In Portfolio Management, Investing|By Henry…


Silicon Valley Bank – My Thoughts

InvestingMarch 11, 2023|In Investing|By Henry Viola-HeirAnyone with half an eye…


Emotional Control in Investing

InvestingJanuary 7, 2023In Psychology, InvestingBy Henry Viola-HeirAs we leave…


2022 Annual Review

InvestingJanuary 1, 2023|In Investing|By Henry Viola-HeirAnother year draws to…


Inflationary Investing

InvestingNovember 5, 2022|In Portfolio Management, Investing|By Henry…


Bear Market Investing

InvestingOctober 23, 2022|In Investing|By Henry Viola-HeirWell, we’re having…


2022 – Half Year Review Part 2

After publishing my 2022 Half Year Review, I was contacted by a reader asking…


2022 - Half Year Review

Six months into 2022 and like most private investors I’m finding the markets…


Facing up to Market Volatility

A recent scroll through my Twitter feed uncovered one of two responses to the…


Guest Starring on the Twin Petes Investing Podcast!

InvestingApril 24, 2022|In Portfolio Management, Psychology, Investing|By Henry…


The Value of Being a Long-Term Investor

One of the most common statements I hear from fellow investors is the idea that…


The Twin Petes Investing Podcast: A Review

A few years ago, I wrote an article about the importance of financial literacy…


When is Conviction actually Delusion?

For the first time in a while, I picked up a paper copy of the Financial Times…


Crazy times make for crazy markets

Blimey. Well, I don’t know if crazy is the right word for it but if you’d told…


The Investing Equation

Earlier this year I was speaking to a friend about investing and felt like I…


2021 Annual Review

This blog is probably a surprise to any readers who read my site regularly as I…


Investment Idea Generation Part 2

So, a little later than I expected, I’m pleased to publish the next article in…


Investment Idea Generation

In my last article, I indicated that I wanted to cover investment idea…


Talking your Book

Listening to the latest Twin Pete’s Investing podcast (which can be found here…


The Narrative Fallacy

The Narrative Fallacy is the idea that humans are predisposed towards believing…


The Capital Protection Process

The last few weeks have reinforced the importance of portfolio managers and…


Investment Portfolio Risk

Last year, I wrote an article which introduced some of the ways in which…


Babcock: The Danger of Contracting Businesses

Long-time readers of this site will remember my failed investment in Carillion…


Reader Question: What is long-term investing?

A few weeks ago, I spoke to a fellow investor about a new company I added to my…


Where will UK stock market growth come from in 2021?

I was speaking to a fellow investor over the Christmas break about how they had…


Bonds in 2021

Most investors will be aware of the 60/40 model for cautious investors seeking…


2020 Annual Review

Well. What a year. 2020 is going to be long remembered by many investors…


Contradictions in Investing

When undertaking a recent review of my portfolio I was struck by the great…


The Bi-Annual Portfolio Review

In today’s article, I’m going to cover my bi-annual portfolio review process,…


The Importance of Dividends

If you’ve followed this blog for a few years, you’ll remember the early…


Beware the dangers of following other investors

Earlier today, I had a call with a friend where we discussed the dangers of…


Confidence in Portfolio Strategy

To be a successful investor requires confidence in portfolio management – in…


Portfolio Construction

Towards the end of Q3 in 2019, I was feeling increasingly nervous about the…


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

Last month a friend kicked off a bit of a storm on Twitter one morning by…


Controlling your Investments

I recently had a conversation with an investor about what they managed their…


Reader Question: Protecting against inflation

During a recent investor event I attended I met a reader of this blog who asked…


General Electric - A 2020 Update

A long-standing reader of my blog called me last week asking whether I was…


Portfolio Design: An Introduction

I was recently speaking to someone at a dinner who wanted to get started with…


Reviewing your Investments

I have to confess to being a bit of a strategy nerd. For as long as I can…


I wish I still had it...

I was reading through my investor diary  and decided to look at all the…


Avoiding Value Traps

A few years ago, I got my fingers burned investing in Carillion. Fortunately,…


Reader Question: Have markets lost their mind?

I was on a call with a reader talking about what direction global equity…


Family Offices

A few years ago, I had the good fortune of bumping into someone (let’s call him…


Berkshire Hathaway Shareholder Letter 2018

Every year since 1977, Warren Buffett has released a shareholder letter. In…


How investors misjudge risk

Most people equate risk with either extreme volatility or with low quality…


How long should an investor wait for capital growth?

In 2016, I wrote an article about why I like dividends so much as opposed to…


Berkshire Hathaway Shareholder Letter 2019

Every year since 1977, Warren Buffett has released a shareholder letter. In…


The benefits of an adaptable investment strategy

A few weeks ago, I published some new cornerstone content on the site – part of…


To buy, or not to buy, that is the question…

My more astute readers may have noticed global stock markets rallying over the…


Avoiding Bias

Many years ago, I was travelling with a friend and his family to a holiday in…


Investing in Financial Companies

On my watchlist I highlighted how many financial sector companies represent…


INTU – The downfall of debt

Unless you’ve been living under a rock recently then you’ll be aware of the…


Managing a Diversified Portfolio

There's a regular topic of conversation in investing circles around managing a…


Information Sources for Investors

A few years ago, I wrote a blog about the importance of developing your range…


How to respond to panicking markets

The last few weeks have been a great experiment to determine those that…


Portfolio Management: When to Sell Part 3

In part three of this series on when to sell, I’m going to explore more…


Portfolio Management: When to Sell Part 2

Half way through writing part one of this series, I realised that this is…


Portfolio Management: When to Sell Part 1

If asked, I generally describe myself as a ‘buy and hold’ investor. The buying…


Reader question: Is a falling share price a negative indicator?

I was chatting to a reader about share prices and was asked whether I consider…


The psychology of investing

Last week, I wrote a post about portfolio management and signalled my…


Portfolio Management - The Basics

The key building blocks of my approach to portfolio management are to keep…


The Bank of England

The Bank of England is a comparatively modern institution when held against…


FINALLY!

Those of you that used to follow this blog will have noticed that I’ve been…


General Electric – A 2019 update

Around a year ago, I wrote an article on General Electric, the American…


Surprise, surprise, Centrica has just fallen off another cliff…

Shares in Centrica have fallen nearly 20% after the company slashed its…


Is this the end of Kier?

Having written about my painful experience of investing with Carillion I have…


The Neil Woodford saga continues

Unless you’ve been living under a rock this week, you’ll have read the…


Investment strategy review

I recently read an article from a fellow blogger regarding their portfolio…


Crisis in China?

A few months ago I wrote an article about the declining standards of debt in…


Diversification or Diworsification?

I forget where I first heard the quote, but several years ago, I was watching a…


Investors should think like business owners

Your portfolio is about preserving capital in the short-term and achieving…


Centrica and the fear of selling

One of the first companies I bought shares in bought was Centrica. If you’ve…


The house of cards that is the Tesla balance sheet

Earlier this week I was alerted to a story about everyone’s favourite electric…


What is commercial paper?

I was watching a video of the 1996 Berkshire Hathaway shareholder meeting where…


Risk is back on the table.

The appetite for extremely risky assets has grown and grown since the financial…


Bonds might not be as safe as you think

Corporate bonds, or financial obligations owed by companies, have been…


Improving Corporate Stewardship

On the 30th January, the Financial Conduct Authority published two papers as…


More competition won't change the culture of auditing

Having previously written about the serious danger presented to UK investors by…


Concerns are rising over global debt levels

The various news feeds and sources of financial commentary I follow are…


What next for General Electric?

I must confess to being absolutely fascinated by the on-going saga of General…


Reader Question: How often do you sell positions?

Earlier this week I was speaking to a friend about his portfolio and some…


Why market volatility is your friend

If you consider yourself an investor then no doubt you’ve heard the story of…


Quantitative Easing and the Rising Storm.

Anyone with an ear tuned to global financial markets will know that central…


Have tech valuations lost all semblance of reality?

In a recent article, I made a reference to the price of Amazon shares reaching…


Understanding Company Fundamentals – Balance Sheet

Having covered a number of company fundamentals that demonstrate how a company…


Understanding Company Fundamentals – Leverage

InvestingOctober 15, 2018|In Company Analysis, Investing|By Henry…


Understanding Company Fundamentals – Profitability

Profit is an economic concept which occurs when the income from an economic…


Understanding Company Fundamentals - Turnover

Turnover is a financial term which refers to how much cash has entered a…


Building my portfolio – Basic Criteria

In my previous article, I wrote about my approach to portfolio risk management…


Reader Question; “Investing is nothing more than gambling. Why do you waste your time with it?”

A few days ago it was put to me that investing requires little skill and is…


What is going on with Emerging Markets?

If you’ve been following global financial news, you’ll have noticed the…


Does your portfolio contain sufficient liquidity?

When it comes to investment assets there are lots of ways to categorise them.…


Three things that people won’t tell you about building your portfolio

Earlier this month I was speaking to an old colleague who had discovered my…


The danger of not understanding your investments

Not all that long ago, Neil Woodford was slated as one of the UK’s leading…


Hedging your investments

Any savvy investor worth their salt is aware that diversifying your portfolio…


Reader Question: What are convertible securities?

Last week I was speaking to a colleague who was reviewing their pension and had…