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Its Not Harry

Comment and opinion for retail investors in the UK

Members Only

First example portfolio published (m)

15th May 2018 by Mark Potter Leave a Comment

After a large investment of time in both research, checking and deciding on a presentation style, I have added a first example portfolio, suitable for long term growth at above average levels of volatility.  More will follow, as outlined in the introductory piece.

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Filed Under: Members Only, Portfolios

A fund assessment that did not go well! (m)

10th May 2018 by Mark Potter Leave a Comment

I suggested in my introduction to the fund review part of the site that I might find my research led me up a blind alley from time to time.  I have published a short note on a diversified return fund from Newton that in the end I could not be positive about, as this may be helpful for readers doing their own research.  The note shows in simple terms how basic data can look encouraging but digging a bit deeper can reveal all is not exactly as one might like.

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Filed Under: Funds, Members Only

Indian Takeaway – a tale of two planets(m)

9th May 2018 by Mark Potter Leave a Comment

I have been recommending investment in India for many years.  It is a country that has some obvious similarities with China – a large young population, urbanisation and a rapidly growing middle class. 

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Filed Under: Funds, Members Only

Funds – a couple now written up (m)

23rd April 2018 by Mark Potter Leave a Comment

I know that fund research is what will interest many readers so I am now progressing to adding fund commentaries.  I will try and make them variable in terms of potential interest, so I have started with two very different offerings. 

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Filed Under: Announcements, Funds, Members Only, Portfolios

Site development update (m)

17th April 2018 by Mark Potter Leave a Comment

A thoroughly put together series of articles about construction of portfolios, concluding with an example portfolio, has been added to the members section of the site, as well as various other articles.

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Filed Under: Announcements, Members Only

April Watching Brief (m)

4th April 2018 by Mark Potter Leave a Comment

This has been added to the Member Only content. It is written in a different short format just making a few succinct points. 

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Filed Under: Announcements, Members Only, Site Content

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