My share buying criteria are slowly taking shape, based on extensive back testing as reported in "What has worked in investing" by Tweedy, … [Read more...]
Bought Pendragon at 8p and Ennstone at 16.47p
I started my toe dipping exercise into value investing this month. The plan is to start out light and only buy once a month or when I sell … [Read more...]
Two Value Portfolios
I want to run some back testing on a couple of value portfolios. They're both based on picking relatively small cap stocks with a low PB, … [Read more...]
Sliding cash ratio based on index p/e
I had an idea today that I might do some back testing with. It's kind of a slant on MPT with a dynamic cash allocation. What if instead of … [Read more...]
July Investment update
The UK and US economies are still heading for recession caused by the credit bust and high food and energy prices. The rest of the world is … [Read more...]
Long Term Trend Following
I saw a nice chart that illustrated the point of following the long term trends. This ties in with Long Valuation Waves where the p/e of a … [Read more...]
House Prices Start to Drop
Well, it had to happen at some point. This month the Nationwide survey shows an annual drop of 4% following the falls for the last 6 months … [Read more...]
House Price/Earnings Ratio
I made up a little graph the other day to look at the house price/earnings ratio over the last 25 years or so. I was actually interested in … [Read more...]
Long Valuation Waves
Long valuation waves are the secular bulls and bears of the stock and commodity markets. The theory is that due to fundamental (for the last … [Read more...]
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