Portfolio Management

Buying high and selling low

During the final week of September, I had two positions, Anglo Asian Mining and…


Staying the Course in a Persistent Market Downturn

Every investor knows the saying that investments can go down as well as up in…


Quarterly Portfolio Reviews

During the course of publishing this blog, I have previously written two…


Why I rarely invest in 'Micro Cap' equities

Ask most private investors about their opinion of investing in small companies…


Inflationary investing

It feels like a constant mantra when I sit to write a new article but I hardly…


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!

Last week, I was invited to guest star on the Twin Petes Investing Podcast…


The Value of Being a Long-Term Investor

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


When is Conviction actually Delusion?

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


Investment Idea Generation

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


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…


The Bi-Annual Portfolio Review

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


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: Protecting against inflation

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


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…


Family Offices

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


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…


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…


Managing a Diversified Portfolio

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


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…


Diversification or Diworsification?

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


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…