#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...
#54 — Entrepreneurs & "Intrepreneurs" - Part II
The week before last I sent an email out about our forthcoming Plain English Finance ‘Leverage’ programme. We have been delighted by the response. Enough people got in touch to make it impractical for me to respond to each of you individually. As such - I hope our broader readership will...
#53 — Financial Advice in the UK
Hardly a week goes by without me fielding an email from someone asking me for financial advice, invariably after having read my book. It is not uncommon for someone to get in touch, say something very kind about my book (which is very much appreciated of course) and then give ...
#52 — Are you an entrepreneur or an "INtrepreneur"?
Calling all entrepreneurs and "intrepreneurs"... I know that a fair number of our readers are entrepreneurs and many more have a conventional job where there is scope to be entrepreneurial (often called an ‘intrepreneur’). If this describes you - or if you are interested in becoming an entrepreneur or i...
