I've mentioned my tactical asset allocation efforts in a couple of previous posts. Both of those have been somewhat vague about how I … [Read more...]
Valuing the FTSE 100
As mentioned previously, my wife's pension is invested using a 'tactical asset allocation' function dreamed up by my good self. It … [Read more...]
Holding Periods
After reading a post on The Div-Net, I started to think about how I differ from dividend investors and why. The first point to make is that … [Read more...]
Backtesting of tactical asset allocation strategies
I've long been fiddling around with various mechanical methods of adjusting an almost passive index investing stragety to improve the … [Read more...]
Valuing Markets
I'm a big fan of CAPE (cyclically adjusted price earnings) and Tobin's Q as tools for understanding expected future risk and returns from a … [Read more...]
Buying Assets and Financial Strength
Over the past 6 months I've worked on my approach to finding good investments and I think I'm quite happy for now. I started out just … [Read more...]
Ennstone teaches me an important lesson
I think it can be difficult to learn anything without actually living it. So handily Ennstone, my first purchase of a value stock using not … [Read more...]
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