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Investing at the top of the market?

Investing at the top of the market?

As a follow-on from my last blog I wanted to address a common concern I bump into. It’s the investor who has been sat in cash for years. The market has been running up and now they don’t know what to do. What happens if they put the money in just at the top... read more

As markets continue to climb, should investors be worried?

As markets continue to climb, should investors be worried?

Many investors are feeling nervous about the markets and given the continued strong run, that’s understandable. In these unusual times trying to time an entry or exit is impossible. Some investors went to cash at the start of the year because they were feeling nervous. Here are a couple of reasons to be optimistic.... read more

The power of alternative investment strategies

The power of alternative investment strategies

Whilst recognizing the validity of The Arithmetic of Active Management I don’t completely turn my back on active management. Alternative investment strategies represent a very powerful dimension of the investing toolkit. Making alternative investment strategies available to individual investors is another evolutionary step in the world of financial advice. I like alternative investment strategies... read more

The Arithmetic of Active Management

The Arithmetic of Active Management

Low cost passive index investing should form the foundation of any portfolio. It has been well documented that most actively managed mutual funds do not consistently beat the market. In aggregate active management must underperform passive management because of a theory Professor William Sharpe referred to as The Arithmetic of Active Management. In short,... read more

Protecting your liquid assets from portfolio corrosion

Protecting your liquid assets from portfolio corrosion

Many factors can come between an investor and an optimal investing experience, but in this blog I wanted to highlight four forces that can be tremendously corrosive to returns over time: fees, inflation, taxation, and turnover. Fees: For many investors, investment management is a process of wealth transfer – from you to the fund... read more

Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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