29 Apr Thinkpiece
In this update: Patience Patience One of the most challenging elements of investing is having to remain patient in difficult circumstances. If you can keep your head when all about you Are losing theirs and blaming it on you...
Principles Tag
01 Feb Thinkpiece
In this update: Perspective Perspective An extremely important principle is the different points of view you get when you change your level of magnification. You can look at something with a microscope and see it a certain way, you can look at something with your eyesight...
23 Dec Thinkpiece
In this update: 2022 in perspective Your financial planning journey 2022 in perspective As I've previously written, markets correct once a year (a fall of more than 10%, but not more than 20%), but the majority of the time these falls are fleeting. Every year, at some...
02 Dec Thinkpiece
In this update: Patience Patience A great deal of time and energy is given to take action in some spheres of financial planning and portfolio management, in a rush to 'fix' the current situation, namely the likely fall in one's net worth during turbulent times. We can...
03 Oct Thinkpiece
In this update: Why are mortgage lenders withdrawing their mortgage deals? Why did the Bank of England buy £65 billion worth of government bonds? Why has sterling weakened? How should investors respond? This month’s Thinkpiece takes on a different perspective, in response to the recent events...
01 Sep Thinkpiece
In this update: Ben Graham's timeless reminders Fluctuations Investor vs Speculator Market Amnesia Opportunity Take a long term view Ben Graham's timeless reminders Ben Graham, Warren Buffett's early mentor, wrote the Intelligent Investor in 1949. Whilst society has undergone unimaginable evolution since that time, the principles espoused...
01 Aug Thinkpiece
In this update: Your response to difficult markets Margin of Safety Opportunity Take a long term view Your Response to difficult markets As the financial difficulties deepen within global economies, which I have previously written about in other updates, we find ourselves tested - private individuals, governments,...
08 Jul Thinkpiece
In this update: Financial Success Corrections Bull and Bear Markets Volatility Inflation Remember your objectives Market Timing How successful investors respond Financial Success Financial and investing success are behavioural. Understanding your reaction to events, not the events themselves, is essential. How you respond during different market events, is...
01 Mar Thinkpiece
In this update: Recent events Remember your objectives Market Timing How successful investors respond The events of recent days are clearly tragic and devastating for the lives of everyday people who are affected. I always think that at times like this, we see the best and...
01 Feb Thinkpiece
At times like this, with events seemingly ever more volatile around the world, including our own domestic affairs, I always remember that markets always come through such times. ….but it doesn’t seem like it at the time. Compounding is hard because a bad month can feel longer...