Commentary Of the 30 funds in November BOTB selection 16 funds have retained their place which is more than last time, which perhaps isn't surprising given that the BOTB outperformed...
It's two weeks since Donald Trump's historic election win and his re-election has had a significant impact on global investment markets. As such, there have been clear winners and losers...
Last year I updated a piece of research titled 'The Winter Fund Portfolio 2023 – exploiting a seasonal trend', as I do every year. The research was inspired by a...
Commentary Of the 30 funds in October's BOTB selection 15 funds have retained their place which is the lowest number for some time, which perhaps isn't surprising given that the...
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...
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