The fund management industry promotes the idea of buying and holding actively managed funds for the long-term. Yet you are more likely to make more money by regularly reviewing your...
A 5% to 6% holding in gold has been a long-term part of my own £50k portfolio because of the diversification benefits it provides. It has also been a significant...
In my newsletter titled "Will it finally be the year of the dragon?" I explained that at the end of September, China's central bank (the People’s Bank of China) unveiled...
Commentary Of the 30 funds in September's BOTB selection 17 funds have retained their place after another volatile month for stock markets. Ultimately the BOTB finished more or less in...
Commentary Of the 30 funds in August's BOTB selection 20 funds have retained their place after what was a difficult month for stock markets, particularly in Japan and in the...
The concept of the "Efficient Frontier" was introduced by Harry Markowitz in 1952 and is an important part of modern portfolio theory. It can be used to help investors construct...
Back in 2015 I carried out a piece of research titled "The best strategy in a stock market crash – Stick or Twist?" However a lot has happened over the...
Commentary Of the 30 funds in July's BOTB selection 18 funds have retained their place after what was a tricky month for the BOTB. The BOTB outperformed its benchmark but...
Since 2010 I've been helping people with their personal finances for FREE. Every year we help over 2 million people but that's not enough. Help me help more people by sharing the site with your family, friends and colleagues. - Damien Fahy, Founder