I make no secret of the fact that I think that the local market is very short on opportunities for trend followers. In this day and age there is no excuse for not utilising the ability technology gives you to diversify internationally – to not do so is simply lazy. To highlight my point consider…Details
I found this site that gives a bit of a league table as to how various equities markets have performed over the past year.
LB and I caught up with the funds management crew at RED the other day and were able to attend one of their client briefings. They were kind enough to allow me to copy their slide deck. The take home points for me. 1. Equities have positive momentum. 2. The great unknown at present is…Details
This is a question that tends to get posed at boardrooms and dinner parties any time the market has had an extended run. Whenever, someone poses this question to me, my immediate and somewhat flippant answer is don’t know and don’t care. My response is based upon the notion that I feel it is the…Details
This goes some way to explaining why my domestic equities portfolio has been a little lacklustre. Could be worse I could be investing in UK stocks.
There has been a bit of chatter on the Mentor forum about the philosophy of buying blue chip portfolios so I thought I would generate a simple table of the maximum drawdown experienced by each of the ASX 20 since 2000. As you can see the drawdowns are for the most part horrendous with…Details