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Its Not Harry

Comment and opinion for retail investors in the UK

Mark Potter

Midweek musings – on yer bike!

14th December 2021 by Mark Potter Leave a Comment

Anyone who picked up any accountancy training in the course of their working life may have come across the idea of ‘overtrading’. It is explained something like this:

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Filed Under: Education, Markets, Members Only, Monthly commentary

Midweek Musings – not exactly in the vanguard

8th December 2021 by Mark Potter Leave a Comment

Having no doubt realised that there is a head of steam behind the sustainability investing ‘fad’ (I jest!), Vanguard have at last reacted with a new product launch.

The problem with their otherwsie well thought out low-cost Lifestrategy funds is that they are built using passive funds that track the main global market indices, so are not in any way subject to ESG filtering. That has resulted is those funds being dumped from many an IFA preferred list and no doubt also avoided by ‘greener’ DIY investors.

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Filed Under: Funds, Members Only, Monthly commentary

Watching Brief – December 2021

3rd December 2021 by Mark Potter Leave a Comment

Pottering About

I often cross check what I have written in the past about economics and markets, partly to see how my looking into the future has inevitably been exposed as frequently ‘off beam’ (this tends to keep my current writing away from the wildest of speculations!) but more to assess what surprises or new trends have emerged and the more common reality: over many periods how little changes in 12 months.

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Filed Under: Economics, Markets, Members Only, Monthly commentary, Politics, Portfolios, Sustainability/ESG

Decemeber Monthly Commentary

1st December 2021 by Mark Potter Leave a Comment

My comments for this month will be published later in the week as I want to listen to a particular presentation on December 2nd and also get a more definite take on the opposing views being circulated about the latest Covid-19 variant which are currently causing some market turbulence.

Filed Under: Announcements

Midweek Musings – quickies

24th November 2021 by Mark Potter Leave a Comment

After a longer technical post last week, this week I am going to confine myself to cherry picking a few news items that are relevant for investors who are considering portfolio asset mix balance and possible transactions, like profit taking.

Markets certainly seem edgy at the moment and the odds of a Santa Rally are receding. I suspect that institutional traders are looking to book some gains after a good year, perhaps nervous about the worsening Covid situation in much of Europe.

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Filed Under: Markets, Members Only, Monthly commentary, Portfolios

Midweek musings – what about ETFs?

16th November 2021 by Mark Potter Leave a Comment

When you need focus – should it be an ETF?

When undertaking some research into Agritech investing a few weeks back, I concluded that for the moment the only way a retail investor could make a highly focused investment in that theme was by purchasing an ETF (Exchange Traded Fund).

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Filed Under: Education, Funds, Members Only, Monthly commentary, Sustainability/ESG

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