Well, of course, there is no perfect portfolio post-pandemic, but I wanted a bit of alliteration so there it is. The closest we can get to perfection is the optimised portfolio. But optimisation is all about finding the best balance of risk and return for a portfolio of assets – and risk lies in
What’s next… When we left off before my judgement seemed to have paid off at great speed! But this just left me with a dilemma, should I cut and run or stay in? To try and get some perspective I had a look at Arix’ portfolio in detail and took a couple of mainstream Biotech
We’ve blogged already about looking inside funds and having looked at some mainstream funds like Fundsmith and Tech funds, I thought I’d look at some biotech funds. I must confess a personal interest in this, I‘m an investor in Arix Bioscience (ARIX) and am wondering what to do next: I first invested in Arix
From the lockdown baking book of finance… Forget the lockdown sourdough baking challenge that has trended over the last year, we have seen in action this last week how to cook up the perfect storm and nearly bankrupt a hedge fund! For the home-bakers of finance out there who want some clarity on the
Last month, we blogged about the importance of avoiding cognitive biases in investment decisions. Such biases can also be dangerous in business leadership and are often a cause of corporate failures. Mistakes such as herding and confirmation bias are just as prevalent among company directors as they are among investors. One of the most important
I recently read a 1985 copy of ‘Iacocca: an autobiography’ and was surprised to find many crucial and timely lessons for today’s budding business leaders and managers. I cannot recommend it highly enough. Lee Iacocca was president of Ford until 1978, then became CEO of the struggling Chrysler, making him the only person to lead
Extreme market volatility is underlining the importance to investors of staying disciplined and avoiding damaging emotional mistakes. Stock markets have experienced unprecedented swings this year, with share prices pinging up and down like a pinball in reaction to good and bad news around the Covid-19 pandemic, US elections, and energy market developments. Despite optimistic stories
With data volumes growing 50 times in the last decade, using visualisation to present information effectively has become a critical skill. If your staff lack this skill, they will drift like flotsam on a sea of big data. Your company will lose its message in the noise; the digital age will leave you behind; and
New Excel tools help investors see true value of funds Spreadsheet data extraction enables better fund holdings analysis – what you find might surprise you. When you buy an investment fund, do you know exactly what you are buying and whether it is cheap or expensive? It is seductive to see a graph of good
