Just over two months into the year and we remain ahead of our benchmark. We are very proud that we recently made another new high, with a year to date return1 of 8.0% compared to the FTSE 100’s 5.7%.
How reading the market could reap you a fortune
This is the sixth in a series of posts where we're looking at gauging the stock market's direction.
Which of our funds are in the money flow?
Each month we like to make sure that the funds we own are acting right. In our opinion, as well as the long-term performance of the present fund manager being a key factor in fund selection, the short-term performance of the fund manager is very important too. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.
Is the market starting another leg upwards?
We are extremely proud to start 2015 with what many investors would consider a remarkable return. In the four weeks* we made a 7.2%* compared to the FTSE 100’s 3.7%. This means we outperformed our UK benchmark by 3.4%.
This is the fifth in a series of posts where we're looking at gauging the stock market's direction.
If you would like to know more, please just download our free report How to Gauge Stock Market Direction.
An effective way to help you gauge market direction
This is the fourth in a series of posts where we're looking at gauging the stock market's direction.
If you would like to know more, please just download our free report How to Gauge Stock Market Direction.
What is the key to successful fund selection?
This is the third in a new series of posts, where we're looking at gauging the stock market's direction.
If you would like to know more, please just download our free report How to Gauge Stock Market Direction.
Which of our funds are in the money flow?
Each month we like to make sure that the funds we own are acting right. In our opinion, as well as the long-term performance of the present fund manager being a key factor in fund selection, the short-term performance of the fund manager is very important too. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.
We are extremely proud to end 2014 with a return of 7.4%*. The FTSE 100 over the same period made a net loss of 2.7% which means we outperformed our UK benchmark for the year by 10.4%.
This is the second in a new series of posts, where we're looking at gauging the stock market's direction. In this post we'll look at a 'buy and hold' investment strategy and discuss whether this approach is broken.