Forever Investor | Buy and hold, hopefully forever...

Portfolio Update: June

- July 1, 2014April 18, 2020 - FI comment

[caption id="attachment_1250" align="alignleft" width="150"] By: peddhapati[/caption] All good runs must come to an end and mine did in June with a negative return for the portfolio of -1.23% . I read somewhere yesterday that the…

Asset Allocation / Investors

Key Man Risk and the Lindsell Train IT

- June 27, 2014April 18, 2020 - FI comment

[caption id="attachment_1223" align="alignright" width="150"] By: Bruce Fingerhood[/caption] The Lindsell Train Investment Trust (LTI) has just released its Anuual Report for the year to March 2014 (available from their website here). The NAV increased by a…

Valuation

What If Your House Were A Share?

- June 25, 2014April 18, 2020 - FI comment

[caption id="attachment_1204" align="alignleft" width="150"] By: Pat (Cletch) Williams[/caption] Would you buy it? I recently read a comment attributed to Joel Greenblatt (although I can't find the exact quotation anywhere) suggesting that the most sensible way to value a house is by…

Valuation

Key Ratios: Earnings Yield

- June 23, 2014April 18, 2020 - FI comment

[caption id="attachment_1188" align="alignright" width="150"] By: Simon Cunningham[/caption] A few weeks ago, I looked at P/E ratios but, as with the baseball bat, a P/E ratio has a surreptitious and more powerful use for which it was probably not intended--inverting…

Asset Allocation

Personal Assets Trust – the Four Pillars

- June 18, 2014April 18, 2020 - FI 2 Comments

[caption id="attachment_1171" align="alignleft" width="150"] By: Wonderlane[/caption] Robin Angus, Executive Director at Personal Assets Trust, has released the trust's latest Quarterly Report. As always, this is an enjoyable read and is available on the Personal Assets Website. He…

Portfolio Management

Pound Cost Averaging

- June 16, 2014April 18, 2020 - FI comment

[caption id="attachment_1158" align="alignright" width="150"] By: frefran[/caption] There is a lot of chatter on the Web at the moment about the markets and the air beneath them. I can see in my own holdings that prices…

General

Weekend Reading: 14th & 15th June

- June 14, 2014April 18, 2020 - FI comment

[caption id="attachment_1150" align="alignleft" width="150"] By: Germán Poo-Caamaño[/caption] ... for half-time in the football or rain delays in the tennis. The Independents What to do in this market II: Gotham Funds Brooklyn Investor looks at Joel…

Valuation

The Ben Graham Prescription

- June 11, 2014April 18, 2020 - FI comment

[caption id="attachment_1131" align="alignright" width="150"] By: Medisave UK[/caption] In the last year of his life, Ben Graham gave an interview to a trade journal--Medical Economics--in which he outlined a very simple quantitative method for selecting stocks.…

General

Brand Heaven

- June 9, 2014April 18, 2020 - FI comment

[caption id="attachment_1113" align="alignleft" width="150"] By: sudeep1106[/caption] We took a lovely trip down memory lane yesterday by vising the Museum of Brands, Packaging, and Advertising, which is buried in leafy Notting Hill, West London. It is…

General

Weekend Reading: 7th & 8th June

- June 6, 2014April 18, 2020 - FI comment

[caption id="attachment_1071" align="alignright" width="150"] By: TheCulinaryGeek[/caption] Something to fill in the time before the French Open final on Sunday. The Amateurs Personal Assets DIY Investor (UK) gives PAT the bullet Baxter International A look at…