Search found 242 matches

by OhNoNotimAgain
September 17th, 2018, 1:17 pm
Forum: Macro and Global Topics
Topic: A perspective on fossil fuel divestment
Replies: 7
Views: 242

Re: A perspective on fossil fuel divestment

Probably the biggest threat to carbon technologies imho is taxation. Until recently there has been no alternative to hydrocarbon transport fuels & so politicians have had to allow their use. But now that renewables, electric cars, electric storage etc are expanding in use there is an alternativ...
by OhNoNotimAgain
September 11th, 2018, 3:05 pm
Forum: Investment Strategies
Topic: Where to reduce exposure - anticipating a correction
Replies: 11
Views: 615

Re: Where to reduce exposure - anticipating a correction

Why bother? Even a plonk passive fund has delivered a positive return over every trailing 3 years holding period. The worst was 3.4% from Feb 2013 to Feb 2016 and the best was 38% from June 2012 to June 2015. The whole finance industry is geared to frightening you out of holding on. Dividends and co...
by OhNoNotimAgain
September 11th, 2018, 8:57 am
Forum: Passive Investing
Topic: The first totally utterly completely free index fund?
Replies: 24
Views: 952

Re: The first totally utterly completely free index fund?

JohnB wrote:What I find remarkable is index managers have got to 0.1% and now 0 to run a complicated fund, but we are happy to pay 0.25%+ for the broker to look after a few lines in a database

And 46bps to the platform
and 100bps to an IFA
by OhNoNotimAgain
September 11th, 2018, 8:55 am
Forum: Investment and Unit Trusts
Topic: Picking funds for my ISA
Replies: 9
Views: 1041

Re: Picking funds for my ISA

When in doubt pick an index fund. They have no bias or viewpoint. And they are as cheap as collective vehicles get. Start out with a tracker and then play around the edges if you want fun. But beware the experts. And resist undue bias towards the UK which at this point is just a few percent of glob...
by OhNoNotimAgain
September 10th, 2018, 5:45 pm
Forum: Investment Strategies
Topic: Taking a lift to the top of the mountain....
Replies: 24
Views: 1380

Re: Taking a lift to the top of the mountain....

I am minded to comment (so I will), how about not going up the mountain yourself? Send somebody else up and keep an eye on how they're doing. If they aren't getting to the top in a suitably timely manner, sack them and engage another climber. Accepting your proposition, are you not thereby climbing...
by OhNoNotimAgain
September 10th, 2018, 8:51 am
Forum: Investment Strategies
Topic: Fraud in the City
Replies: 1
Views: 286

Re: Fraud in the City

also read
Lying for Money by Dan Davies
by OhNoNotimAgain
September 7th, 2018, 10:49 am
Forum: High Yield Shares & Strategies - general
Topic: Value Investing
Replies: 64
Views: 2622

Re: Value Investing

[ A certain amount of arrogance is OK as long as it is accompanied by something to be arrogant about. I've been known to be a tad conceited myself. But . edited out personal comment. Raptor. If people really looked at the evidence before taking a stance it would make the debate much more informed. ...
by OhNoNotimAgain
September 4th, 2018, 9:20 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: RDSB Sterling Equivalent Q2
Replies: 14
Views: 688

Re: RDSB Sterling Equivalent Q2

Focussing on the dividend per share is one of the most misleading, out of many competitors, figures used by financial pundits. It totally ignores the other important component in the equation which is the number of shares in issue. Shell issued a bucket load of equity to buy BG, a not very big divid...
by OhNoNotimAgain
September 3rd, 2018, 8:50 am
Forum: Investment Strategies
Topic: Taking a lift to the top of the mountain....
Replies: 24
Views: 1380

Re: Taking a lift to the top of the mountain....

Professional fund managers have an excuse to get out and "do something" to demonstrate the value they are adding. The individual investor has no such incentive. Any attempt at adding alpha simply adds costs and has a 50% chance of reducing returns. If he or she adds returns those returns m...
by OhNoNotimAgain
August 20th, 2018, 2:29 pm
Forum: Investment Strategies
Topic: Investment Trust Income Portfolio for our Retirement
Replies: 44
Views: 4282

Re: Investment Trust Income Portfolio for our Retirement

I am slightly envious of your 5.7% yield. Mine is approximately 3%. Similar to Forrado, my top 5 account for 50 % of the portfolio. ( Foreign and Colonial, Scottish American, Personal Assets, Rothschild and Standard Life Equity) . They currently provide 30 % of the income and in the last 5 years or...
by OhNoNotimAgain
August 13th, 2018, 8:26 am
Forum: Investment and Unit Trusts
Topic: IT Suggestions for beginning additional portfolio
Replies: 26
Views: 3958

Re: IT Suggestions for beginning additional portfolio

Read this http://monevator.com/category/investing/passive-investing-investing/ before you take any action. Leaving this post for now. BUT there is a dedicated board for Passive Investments and I am sure that the OP is aware of the difference. Also discussions on Passive V Active is best discussed el...
by OhNoNotimAgain
July 28th, 2018, 2:19 pm
Forum: Investment and Unit Trusts
Topic: A sea change
Replies: 3
Views: 679

Re: A sea change

the average managed fund has a bias to smaller, less liquid growth companies. That bias to those shares is now unwinding and is already having an impact on performance tables, which will only increase over time. So, in summary, the seven years from 2009 to 2016 were an aberration in investment term...
by OhNoNotimAgain
July 28th, 2018, 9:37 am
Forum: Investment and Unit Trusts
Topic: A sea change
Replies: 3
Views: 679

A sea change

Ever since QE started in March 2009 it has favoured smaller, less liquid mainly growth shares. Value as an investing strategy underperformed for years. That started to change at the beginning of 2016 after QE effectivley stopped in the middle of 2015. What is interesting is that it is now becoming m...
by OhNoNotimAgain
July 20th, 2018, 11:22 am
Forum: Investment Strategies
Topic: Stock Market & Brexit
Replies: 22
Views: 1626

Re: Stock Market & Brexit

Spet0789 wrote:The main reaction to Brexit so far by corporate Britain has been to reduce investment (or make it elsewhere in the world). This won’t touch earnings for now and may even increase them.



Any evidence for that assertion?
by OhNoNotimAgain
July 20th, 2018, 11:20 am
Forum: High Yield Portfolios (HYP) - Practical
Topic: LuniHYP100: Year 7 review
Replies: 14
Views: 1351

Re: LuniHYP100: Year 7 review

The benchmark should be the FT All Share.
by OhNoNotimAgain
July 19th, 2018, 9:21 pm
Forum: Investment Strategies
Topic: Stock Market & Brexit
Replies: 22
Views: 1626

Re: Stock Market & Brexit

Brexit has not happened yet so you are looking at noise from so-called experts, not a signal from businesses. So you're saying either businesses have no idea what effect brexit is going to have, or for some reason have decided not to factor it into their rationale for buying or selling shares? I fi...
by OhNoNotimAgain
July 19th, 2018, 5:50 pm
Forum: Investment Strategies
Topic: Stock Market & Brexit
Replies: 22
Views: 1626

Re: Stock Market & Brexit

I must say I am surprised that Mr Market seems to be totally unfazed by the Brexit chaos. It is looking very good today and in fact I guess that my two portfolios must be as high as they have ever been. What is going on? Maybe a no deal Brexit is just what is needed. Dod Brexit has not happened yet...
by OhNoNotimAgain
July 11th, 2018, 4:42 pm
Forum: Investment Strategies
Topic: is FTSE 100 diversified enough?
Replies: 24
Views: 1116

Re: is FTSE 100 diversified enough?

No you are not looking at the data in enough detail, many FTSE 250 companies are exporters and so reporting increased earnings in sterling, fund managers have reported that the price of truly domestic focused companies have indeed been depressed by Brexit concerns. That's probably because they boug...
by OhNoNotimAgain
July 10th, 2018, 2:43 pm
Forum: Investment Strategies
Topic: is FTSE 100 diversified enough?
Replies: 24
Views: 1116

Re: is FTSE 100 diversified enough?

A small investor has no hope of replicating market weighting, except by using a tracker fund. The only practicable way is to use nominally equal weighting and to be selective in stock selection to avoid over exposure to any one sector. The smaller companies in the main index are not necessarily les...
by OhNoNotimAgain
July 10th, 2018, 12:37 pm
Forum: Investment Strategies
Topic: is FTSE 100 diversified enough?
Replies: 24
Views: 1116

Re: is FTSE 100 diversified enough?

A small investor has no hope of replicating market weighting, except by using a tracker fund. The only practicable way is to use nominally equal weighting and to be selective in stock selection to avoid over exposure to any one sector. The smaller companies in the main index are not necessarily les...

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