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Investing

Swensen’s actively managed fund based Yale endowment portfolio has trounced the ETF one he suggests for the common people. What can we do about it?

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Why take one unloved banking preference share into the portfolio when you could have two? Well, a few reasons actually, but they didn’t stop me.

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Behavioural finance unpicked the Efficient Market Hypothesis. But is it really the Holy Grail of investing insight?

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Some people find complicated financial products compelling – especially advisers peddling a hot new fund for commission.

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If you’re going to risk borrowing to invest in volatile assets, you need long-term debt to do it.

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The rich get richer, while the rest of us struggle to keep up, let alone catch up. It’s all about safety-first investing.

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Keep it simple, stupid

You see a reaction to a French minister saying industrial output is looking shaky. I see a market following a random walk.

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With the common shares tempting value investors yet others fearing a second banking crash, these high-yielding 5-year bonds look a good compromise.

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For the third time in five years, I own Lloyds shares. What’s the case for the company this time around?

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Wondering how your money will grow? Pondering whether it’s worth over-paying your mortgage? Muse no more, my friends.

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Are BP shares a buy?

Sometimes the best time to pick up a bargain is when everyone else is running the other way. Is it time to buy BP shares?

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Why buy some dubious investment bond thingy-me with a big initial fee when you can buy a 5% income from investment trusts?

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I recycled some of my equity portfolio into Natwest preference shares. Out of the frying pan, into the microwave oven?

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Did you buy bank preference shares when the market was giving them away? Me neither. What an incredible opportunity it was.

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If you’re trying to beat the market, you need to buy good companies and you need buy them at the right price. A watchlist helps with both.

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A huge but wildly waffle-riddled update on my personal portfolio and recent activity. Plus the week’s best links!

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