Fundamental dividend indexing – A smart beta approach for income investors

stock market

This guest post is written by Robert Davies of Maven Capital Partners: Rather like cricket scores and the weather forecast, we get used to hearing about stock markets on a regular basis without paying a lot of attention.  In fact stock markets are big businesses in their own right. The first demonstration of that was the […]

Value investing weekly roundup: 12/09/14

Binoculars

This is an idea I’ve stolen from the excellent Monevator site. The idea is to highlight some of the more interesting things I’ve seen during the week on the off-chance that you’ll find them interesting and/or useful too: Morningstar’s guide to financial education – A week-long series of articles from the good people at Morningstar Top […]

Sage shares: Investors may have to wait several years for a high dividend yield

Share price gains

The Sage Group PLC is the UK’s leading accounts software company for small and medium businesses, and is quite possibly the only accounts software company you’ve ever heard of (if you’ve heard of any). It’s been quite a success story too. In 1981, what became the company’s first product started out as a computer program […]

How I’m Increasing my focus on defensive sectors

defensive

Although I think of myself as a defensive value investor I’ve never really defined “defensiveness” in terms of the sector that a company operates in. Usually I just look for companies that have a history of profitable growth and dividend payments stretching back at least a decade. If a company has been consistently successful over […]

Legal & General shares: Progressive dividend growth and a decent yield

Investing ROI

If you wanted to you could have bought Legal & General shares for less than 25p in March of 2009. Of course few investors were willing to invest in anything, let alone a finance company, at the exact point in which so many thought the financial world was about to end. Today the shares stand at 240p. […]

Why you shouldn’t always trust your stock screen

Investment Analysis

Stock screens are perhaps the greatest gift that computers and the internet have given to investors. With just a few clicks, taps or keystrokes you can slice and dice the entire universe of public companies in hundreds of different ways. If you want high yield shares, that’s easy. High growth? That’s easy too. As is […]

Why I’ve sold Royal Dutch Shell PLC

Royal Dutch Shell Share price performance 2014 08

While I always invest with the expectation of holding the shares for a number of years, it doesn’t always work out that way. The stock market is a volatile and unpredictable place and sometimes what was attractively valued one day may look significantly less attractive just a few months later, and that’s pretty much what happened with […]

Passive and active investors want a level playing field

ROI - return on investment

Passive investors and active investors have both been helped enormously by the number of websites that collate investment related data and present it in a readily digestible form. However, some of these are hosted by investment product providers and may not offer a complete overview of the market for commercial reasons. Leaving those aside these sites, […]