Psychology
Buying high and selling low
During the final week of September, I had two positions, Anglo Asian Mining and…
Behavioural bias and fees when managing capital
Anyone that runs their own portfolio will have heard the saying “bear markets…
Emotional control in investing
As we leave 2022 behind, it’s traditional for many of us to review our…
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 Narrative Fallacy
The Narrative Fallacy is the idea that humans are predisposed towards believing…
Contradictions in Investing
When undertaking a recent review of my portfolio I was struck by the great…
Confidence in Portfolio Strategy
To be a successful investor requires confidence in portfolio management – in…
How investors misjudge risk
Most people equate risk with either extreme volatility or with low quality…
How to respond to panicking markets
The last few weeks have been a great experiment to determine those that…
Investors should think like business owners
Your portfolio is about preserving capital in the short-term and achieving…
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…
Building a mental model
In a world growing ever faster and more complex, are you prepared to adapt your…
Six mistakes that Ultra High Net Worth investors know not to make
The ultra wealthy, known as Ultra High Net Worth Individuals (UHNWIs), are…
Why I preach financial discipline
Despite our lack of financial training and advice at school, the internet is…