Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.
In this post we'll take a look at what has been happening in the market since early April.
Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.
In this post we'll take a look at what has been happening in the market since the beginning of March.
With the April 5th deadline looming, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.
Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.
In this post we'll take a look at what has been happening in the market since the beginning of February.
Chapter 9 of my new book, How to Make Money in ISAs and SIPPs, has proved to be very popular. So I thought it best to run a series of articles taken from the chapter to see what you think. This is article number two in the series.
Tags: How to Make Money in ISAs and SIPPs, Investment strategy, Behavioural Investing
I’m proud to say that David Mountain, an ISACO client and engineer was one of the many people that loved my new book, How to Make Money in ISAs and SIPPs.
Tags: How to Make Money in ISAs and SIPPs, Investment strategy, Behavioural Investing
Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being an important factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.
On January 30th 2014, we took a good look at the performance of the five funds that we own, our ‘total’ portfolio's performance, the performance of the FTSE 100 and performance of the NASDAQ Composite. This is what we discovered:
