Under The Money Tree

Tag: investing

  • Why I Don’t Sell Shares

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    I’ve just been playing around with the spreadsheet that I use to track my equity/fund portfolio. As usual I’ve been tinkering with the sheet, increasing the automation and improving the metrics and formatting as I often do when I’m bored! While taking a closer look at some of my positions and more specifically the trades…

  • The Importance of Preserving Capital

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    It may seem an incredibly obvious statement to make but as investors, we should strive not to lose our capital. You don’t need to read lots from the likes of Benjamin Graham or The Sage before you hear them extolling the virtues of protecting your capital. Graham highlights the extreme example beautifully when he states:…

  • Thoughts From the Beach

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    Well I’m now safely back Under the Money Tree after a week away in the sun. A small Greek island was our destination for what turned out to be an amazingly relaxing break from the daily grind. Despite my best intentions to use some of the down time to create some wonderful posts, the lure…

  • Squeeze The Cheese

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    Investing isn’t all about buying low and selling high. In the infinity complex world of finance there are many other factors apart from security prices that can have a material effect on the performance of your investments. I’ve mentioned before that thinking about your personal finances as if you were managing a business is a…

  • What Keeps You Up At Night?

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    I’m very much macro or trend investor. While I’m happy rooting around a balance sheet or combing through a cash flow statement most of my investment decisions are based on or at least initiated by ‘big ideas’ or long term trends or strategies. At the same time as seeking out opportunities, I’m always on the…

  • Dealing with Investment Fatigue

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    I’m quite an impatient kind of guy. When I decide on something, I want it now. Since my decision a few years ago to seriously commit to achieving early retirement/financial independence I am often overcome with serious bouts of investment fatigue. The main problem with getting rich slowly is that you’re not getting rich quickly.…

  • Why I’m Selling Bank Shares

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    With the upcoming IPO of  TSB banking stocks are on the mind of many private investors. While many private investors have no doubt been mulling over the prospectus I have also been thinking about the banking sector from an investment point of view. The chart below shows the credit spreads of the iTraxx Snr Financials Index…

  • The NISA Rules

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    Disclaimer: Even though NISAs don’t go live for another 2 months (June 2014) this articles refers to ISAs by their new name, NISAs. Why the government felt they needed to re-brand ISAs I will never know! NISAs form a key part of my investment portfolio and plans to retire early. Particularly in these times of…

  • London’s Forever Blowing Bubbles

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    There’s a lot in the press right now about London’s housing bubble. It’s no secret that property prices in the capital have been rocketing. Most of press stories out there seem to be blaming rich Arabs or Chinese who are allegedly snapping up the whole of West London. If you believe the papers the bubble…

  • Investing Styles: A 20 Punch Portfolio

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    The other evening I was watching some videos online showing various Warren Buffet speeches he’s given both on TV and at various events over the years. As you’d expect they are packed full of good financial advice (such as avoid debt, leverage and always try and keep your capital safe, stick to what you know…