Articles

​”Know what you own and know why you own it” (Peter Lynch)Quarter 2 for 2019 is over and after a difficult May , the markets in June had a great month, in fact the best since 1955 culminating in the best 6 months the S&P has had this century, 1997 being the last time S&P…

​”It’s not whether you are right or you are wrong, its how much money you make when you are right and how much you lose when you are wrong “(George Soros) Firstly apologies for the monthly update being late this month. Busy travel schedule and other commitments meant simply couldn’t find the time until today..will be…

​”Complexity is your enemy. Any fool can make something complicated, it is hard to keep things simple” (Richard Branson)A volatile August has come to an end with markets ending the month down. With the decent gains so far in 2019, this was not unexpected. So as much of Europe returns from their holidays, kids go back…

​”Prediction is difficult, especially when it involves the future” (Mark Twain) So after a tremendous start to 2019, we had an adjustment across the board in May, perhaps a little more severe than anticipated although around half of those losses came during the last week. Raw Data being…                …

​”The way to get started is to quit talking and begin doing” (Walt Disney)The 1st May already and as many countries around the world celebrate Labour Day, the markets continue to be something to celebrate also. With the exception of a small pull back in China, four positive months so far in 2019 as the…

​I’ve found that when the markets are going down and you buy funds wisely, at some point in the future you will be happy You won’t get there by reading, now is the time to buy. (Peter Lynch)So just as we were heading for a solid 2018 return, an off the cuff comment by Federal…

​”The four most dangerous words in investing are “This time its different” “(Sir John Templeton)As we enter the last quarter of 2019, September, historically the worst month for stocks bucked the trend as we saw all major markets produce a positive return – data being:                         …

“Price is what you pay , Value is what you get” (Benjamin Graham)So August draws to a close and we reach the last third of 2018. The US markets continue to be the place to make the most of your hard earned cash…as the data suggests:                   …

​”A Goal without a Plan is just a wish” (Antoine De Saint – Exupery)So the month of February comes to an end, and as expected it followed January in the markets with all markets of interest being in positive territory for the month. The results so far this year so underpin my comments that the dips…

​”Using volatility as a measure of risk is nuts. Risk to us is 1) the risk of permanent loss of capital 2) the risk of an inadequate return” (Charlie Munger)So the first month of 2019 is over. Regular readers will know that when it comes to the markets I hate predicting. Thats not to say though…