• Skip to main content
  • Skip to primary sidebar
  • About This Website
    • A polite reminder
  • How To
    • Use this website and benefit from the subscription option
    • Pick a financial adviser
    • Ensure your investment adviser is delivering good value
    • Get expert help with running your own portfolio
    • Pick a ‘tax wrapper’
    • Pick a Trading Platform
    • Diversify a portfolio in today’s world
    • Invest in line with your conscience
    • Research (screen for) a specific fund requirement (m)
    • Pick a fund for the future or how to be a contrarian (m)
    • Find the ‘next best thing’ and make rational sell decisions (fund switching) (m)
    • Time investment sales (skim profits) (m)
    • Interpret a Morningstar X-Ray (m)
    • Use Trustnet for Research (m)
    • How to review a neglected portfolio when the world has moved on (m)
  • *Important Information*
  • Real World
    • A Frank Introduction to Investing
    • Costs
    • Investment Risk – Your Starter For 10
    • How are advisers fees worked out?
    • 10+ top tips for investors
    • An actual portfolio review (m)
    • Benchmarks – a thorny subject
    • Disinvestment from fossil fuel businesses – are there better options?
  • Tales of the Unexpected
    • Lola
    • Round and Round the Mulberry Bush
    • FOMO (Fear of Missing Out) and the lazy mind.
    • Property Development Schemes
  • For More Experienced Investors
  • Glossary with a Difference
  • Member Only Content (M)
    • Example of simple cash flow planner (m)
    • Long Reads
      • What is market shorting and is it a bad thing?
      • How to conduct a periodic portfolio review (m)
      • Investing without management (passively) – a better way? (m)
  • Portfolios and Funds (m)
    • Lessons in Portfolio Construction and Maintenance – Introduction
      • High Level Asset Allocation
      • Selecting Funds
      • Cash Flow and Tax Issues in Portfolio Construction
      • Setting Objectives and Understanding Risks
      • A suggested portfolio for Alex Bright
  • Multi Asset Academy (m)
    • Some basic basics
    • Who are Vanguard?
    • Are multi-asset funds expensive?
    • Cheap and cheerful?
    • Its all about asset allocation, but…
    • Myth and misunderstandings
    • Taking money out of multi asset funds – the pros and cons
    • Distribution funds – the forerunner of multi asset investing?
    • DIY Multi Asset – adding risk controls
    • Benchmark Fog
  • Member Login
  • Logout

Its Not Harry

Comment and opinion for retail investors in the UK

Members Only

When the time comes to re-invest in the UK……(m)

27th November 2018 by Mark Potter Leave a Comment

The media report that over one trillion pounds Sterling has been withdrawn from UK investment funds since the Brexit vote.  This will have undoubtedly been one of the major factors in the relative weakness of UK stock market performance recently, which should have been rather stronger given the help given to many UK listed companies by depreciation of the Pound.

You need to be logged in to view the rest of the content. Please Log In. Not a Member? Join Us

Filed Under: Funds, Members Only

You can flood a pond but not an ocean (m)

5th November 2018 by Mark Potter Leave a Comment

The above is a paraphrase of a translated quote from the Chinese leader talking about US sanctions.  The message is beautifully simple and reflects the confidence of modern China.  But what can we take from it as investors?  

You need to be logged in to view the rest of the content. Please Log In. Not a Member? Join Us

Filed Under: Education, Markets, Members Only

It’s not cricket!

21st July 2018 by Mark Potter Leave a Comment

Talking about India – ups and downs

I am a follower of cricket and of course the highly regarded Indian cricket team is touring in the UK at the moment.  England came out top of the one day international series but it was a good fight.   India is also seen as a rapidly developing emerging investment market and has been a destination for large flows of investment funds in recent years.  Of course, Brits know that Indian businesses can be large operations with multi national subsidiaries these days owning chunks of British industry, including such gems as Jaguar Land Rover.

You need to be logged in to view the rest of the content. Please Log In. Not a Member? Join Us

Filed Under: Funds, Markets, Members Only

July Watching Brief Published (m)

2nd July 2018 by Mark Potter Leave a Comment

You need to be logged in to view this content. Please Log In. Not a Member? Join Us

Filed Under: Economics, Markets, Members Only

When has a market sell off gone far enough to start buying?

26th June 2018 by Mark Potter Leave a Comment

You need to be logged in to view this content. Please Log In. Not a Member? Join Us

Filed Under: Education, Markets, Members Only

Russia 93, USA 21 (m)

22nd June 2018 by Mark Potter Leave a Comment

You need to be logged in to view this content. Please Log In. Not a Member? Join Us

Filed Under: Funds, Markets, Members Only, Portfolios

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 33
  • Page 34
  • Page 35
  • Page 36
  • Page 37
  • Page 38
  • Go to Next Page »

Primary Sidebar

Recent Posts

  • Mid-month Musings – September 2026
  • Deep Dive – September 2026
  • Mid Month Musings with Mark (not me!)
  • Thank You
  • Deep Dive – August 2026

Archives

Categories

  • Academic theory
  • Announcements
  • Asset Allocation
  • Basics
  • Cost of investing
  • Economics
  • Education
  • Funds
  • House rules
  • Humour
  • Innovation
  • Markets
  • Members Only
  • Monthly commentary
  • News
  • Opinion
  • Passives and Trackers
  • Politics
  • Portfolios
  • Rants
  • Research tools
  • Site Content
  • Sustainability/ESG
  • Trading
  • Uncategorised