#64 — My new book is here - what's it for?
If you've been a subscriber for a while, you may have noticed that we have been radio-silent for a lot longer than usual in the last few weeks. The reason for this has been that the Plain English Finance team and I have been very busy getting my new book, &...
I write today to let you know that I will be giving a free webinar next Wednesday (13th May) at lunchtime (1200-1300 BST) as a guest of the Financial Services Club. Continuing my fine tradition of being broadly incapable of giving things sufficiently short names, the title of the presentation ...
I wanted to take a moment today to pen some of my thoughts about what is going on - as it relates to finance and investment specifically. To be clear - the fact that what follows is only concerned about the economy, financial markets and investment is not meant in ...
#61 — Two Finance Professors Explain Why our "Tortoise" is Winning
Today's article is a departure from the norm' in that it has been contributed by two guest authors. I am delighted and more than a little honoured to be able to share the following piece about the strategy that informs our Fund, written by Professors Andrew Clare and Steve Thomas o...
#60 — The Turmoil and the Tortoise
Yesterday, stock markets all over the world fell by more than 7% - the most since the 2008 financial crisis. Oil has fallen more than 30% since the end of last week and I haven't seen my trading terminal covered with this much red for more than ten years. Long term readers of ...
#59 — Biotech: Another higher risk asset class to consider?
This article is part 5 of a series: Part 1 | Part 2 | Part 3 | Part 4 -- This is my fifth article in a series that has been looking at a powerful and elegant idea for thinking about how you might invest: “100 minus your age”. As a very quick reminder of the story so far: In t...
#58 — Which asset class averaged 15.3% a year for sixty years?
This article is part 4 of a series: Part 1 | Part 2 | Part 3 | Part 5 -- I ended my last article in this series by saying: “Choosing the MSCI World or S&P 500 is one approach and does a good job of keeping things nice and simple but a part of me does wo...
#57 — 100 minus your age... / Part III
In my last article I covered some key ideas about investment in general – particularly the importance of ignoring the news, the crucial difference between investing and trading and the merits of only changing your most fundamental financial arrangements every five years or so. Today in this third article in the se...
#56 — 100 minus your age... / Part II
In my last article article I covered various aspects of the “100 minus your age” rule. I explained the basics of the idea and then suggested you might use it to think about how to split any investments you have between “aggressive” and “defensive” holdings (rather than just between “equities” and “bonds” which is th...
Today I wanted to write about one of the classic old investment ideas: Something called the “100 minus your age rule”. Although this idea has been around for quite a few decades, as is so often the case in finance, most people have never heard of it. Given that it is a re...
