Using charts to help you time buying a fund (Citywire video interview)

Posted by Paul Sutherland on Wed, Apr 30, 2014 @ 01:30 PM

Recently my brother Stephen, our Chief Investment Strategist, was interviewed by Gavin Lumsden, Editor in Chief of Citywire. 

This video interview focuses on technical analysis and using charts when timing a fund purchase. Stephen introduces the 'cup with handle' pattern and shows how it works in reference to three specific funds.

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Tags: Investment opportunities, Investment funds, Investment strategy

Our 2013 return was 23.1% compared to 14.4% from the FTSE 100

Posted by Stephen Sutherland on Thu, Jan 09, 2014 @ 01:30 PM

We are proud of our 23.1% 2013 return, which some would say is impressive and even more so when compared to the FTSE 100’s 2013 return of 14.4%.

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Tags: Investment funds, Investment strategy, Investment news

Our performance YTD: 21.1% compared to 12.8% from the FTSE 100

Posted by Stephen Sutherland on Wed, Dec 11, 2013 @ 01:30 PM
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Tags: Investment funds, Investment strategy, Investment news

Our performance: YTD 20.8% versus the FTSE 100's 14.9%

Posted by Stephen Sutherland on Wed, Nov 13, 2013 @ 01:30 PM

We don’t always outperform the market but we are proud that since the start of this year* we have beaten the FTSE 100 by quite a margin. The bar chart shows you that the FTSE 100 has so far gained 14.9% and we have returned 20.8%.

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Tags: Investment funds, Investment strategy, Investment news

Investment performance update: 22.4% return over the last year

Posted by Stephen Sutherland on Wed, Oct 09, 2013 @ 01:30 PM

We don’t always outperform the market but we are proud that over the last 12 months* we have beaten both the NASDAQ Composite and the FTSE 100.

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Tags: Investment funds, Investment strategy, Investment news

12 months of strong performance: More than double the Footsie's return

Posted by Stephen Sutherland on Wed, Sep 11, 2013 @ 01:30 PM

We don’t always outperform the market but we are proud that over the last 12 months* we have beaten both the NASDAQ Composite and the FTSE 100.

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Tags: Investment funds, Investment strategy, Investment news

Which funds are outperforming right now

Posted by Stephen Sutherland on Sat, Aug 10, 2013 @ 01:30 PM

Over the last month* our portfolio has surged 9.4%, outperforming the FTSE 100’s 8% and the NASDAQ Composite’s 8.6%. Out of the six funds we own, five are outperforming the extremely powerful NASDAQ Composite.

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Tags: Investment funds, Investment strategy, Investment news

12 months of strong performance: 33.4% versus the FTSE 100's 17.1%

Posted by Stephen Sutherland on Wed, Aug 07, 2013 @ 01:30 PM

We don’t always outperform the market but we are proud that over the last 12 months* we have trounced both the NASDAQ Composite and the FTSE 100.

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Tags: Investment funds, Investment strategy, Investment news

10 investment tools and resources for smart investors

Posted by Stephen Sutherland on Sat, Aug 03, 2013 @ 01:30 PM

In this final post in our series on managing your portfolio, we'll look at ten investment tools and resources that smart investors can use to make better informed decisions.

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Tags: ISA investing tips, Investment funds, Investment strategy, Managing your portfolio

Managing your portfolio: Preserving your ISA and SIPP wealth

Posted by Stephen Sutherland on Wed, Jul 31, 2013 @ 01:30 PM

This is the penultimate post in our series on managing your portfolio more effectively. In this post, we'll look at how you can preserve your ISA and SIPP wealth.

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Tags: ISA investing tips, Investment funds, Investment strategy, Managing your portfolio