I'm fundamentally opposed to buying and holding actively managed funds for the long-term as you are more likely to make more money by regularly reviewing them. However, I understand that...
Commentary Of the 30 funds in January’s BOTB, only 9 funds have retained their place in February’s selection, which is one of the lowest levels of consistency since I’ve been...
Commentary Of the 30 funds in December's BOTB, 15 funds have retained their place in January’s selection. The chart below shows the performance of the BOTB against a benchmark that...
Commentary Of the 30 funds in November's BOTB, 14 funds have retained their place in December's selection. The chart below shows the performance of the BOTB against a benchmark that...
The arrival of Omicron and its impact on investment markets have been significant. No sooner had I published the research article "Fear & Greed: Investing like Buffett" then the S&P...
I was asked the following interesting question in November's Chatterbox: “Hi Damien, I was wondering if there’s any merit to Warren Buffett’s advice “Be fearful when others are greedy and...
Commentary Of the 30 funds in October's BOTB, 18 funds have retained their place in November's selection. The chart below shows the performance of the BOTB against a benchmark that...
Last year I updated a piece of research titled 'The Winter Fund Portfolio – exploiting a seasonal trend'. The research was inspired by a recognised phenomenon in investment markets whereby,...
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