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