Under The Money Tree

Tag: strategy

  • Don’t overpay for dividends

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    With stock markets at or near all time “highs” it is worth  reminding yourself about the importance of price and value of proposed investments. I think it was a certain Mr Buffet that once said… “Price is what you pay, value is what you get“ Whether you believe the markets are currently due a fall or…

  • A Tale of Divergent Investment Strategies

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    I had dinner last week with a good friend of mine and one I’ve shared a fair few investments with over the years. Back in the heady days of the dot.com boom we were happily sharing ‘hot tips’ and were often found pooling our meagre student resources to take a punt invest in some random…

  • Remove the Emotion from Your Investing

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    The older (and wiser1) I get the more I find myself becoming less emotional about my investments. It’s been well proven in many studies that us humans are flawed when it comes to investing. Our psycological reaction to losing £1,000 is much great than the thrill of making the same amount. Of course there is…

  • Passively Active Investing Strategy

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    After reading Monevator’s recent article about committing to a long term investment strategy it got me thinking about my own journey through investing my strategies past and present. In particular I’ve been devoting some time to think about where I sit on the passive v active investment see saw. When looking at the equity investments in…

  • 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:…

  • 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…

  • BRIC Basis: Time For a Bet?

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    What a difference a year makes. This time last year the FTSE 100 had got the year of to a roaring start, soaring from just under the 6,000 mark to 6,529 on the 14th March. That was a whopping 11% gain in two and a half months. This year started in a promising fashion too…

  • Longtermism: The Secret to Investing Success

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    The thing I hate about investing is the waiting. I realised a few years ago that getting rich slowly was a much better bet than trying to make it happen quickly. With a well thought out strategy and a long term view it’s possible to stack the odds heavily in your favour. The hardest part…