An investment ledger is more than a record of purchases and sales. Every serious craft keeps records. Merchants kept ledgers, sailors kept logs, and natural philosophers kept journals. Investing is no different. The investor who writes develops memory, while the one who does not is condemned to rely on fragmented instinct and recollection. Records create […]
In a world fixated on speed, volatility, and the illusion of instant returns, the true edge in investing remains unchanged: patience, discipline, and long-term thinking. It’s easy to be swept up in the noise – social media trends, algorithmic trades, and investment fads that vanish as quickly as they rise. But as any seasoned investor
Investor Summit 2025: Why Long-Term Investors Should Be Paying Attention Read More »
The world of investing is, by its very nature, a realm of uncertainty. No matter how sophisticated our tools, how robust our strategies, or how informed our decisions, the future remains fundamentally unknowable. Yet, paradoxically, it is within this uncertainty that great opportunities lie. The art and science of investing hinge not on eliminating uncertainty
Embracing Uncertainty: The Investor’s Path to Acceptance Read More »
As the sun sets on 2024, my approach to investing has again been characterised by resilience and stewardship. My efforts to diversify my portfolio geographically have continued, leading to a year-end weighting of 68.9% towards UK equities, 9.3% US equities, 7.3% Asian equities, 2.8% Swiss equities, 1.1% European equities, and 10.6% cash, including bonds. While
Before making on start on this next article, I would advise going back and making sure you’ve digested part one of this series if you haven’t already. Part one lays the essential foundations of the series and can be accessed via the following link: Thinking like a long-term investor: Part 1 of 2 Human nature
In today’s article, I want to expand on what I mean when I say that I’m a long-term investor and give some tips and tricks I find helpful for both cultivating and sticking to, this mindset. In my experience, less “trading” activity and longer holding periods have generally led to superior results, with my largest
Thinking like a long-term investor – Part 1 of 2 Read More »
“In the short-term the stock market is a voting machine but in the long-term it is a weighing machine.” Warren Buffett To some degree, I have always cared about ensuring that my approach is focused on investing in quality companies and have therefore used quality as a driver for what to buy and sell. Over
Anyone that runs their own portfolio will have heard the saying “bear markets turn traders into long term investors”. Outside of the obviously facetious element of the quote, it raises an interesting point about loss aversion – mainly that many retail investors seek to avoid crystallising losses in the hope of a share price rebound
Last week, I was invited to guest star on the Twin Petes Investing Podcast Episode 73, starring alongside my good friend Peter Higgins and acting as a temporary stand-in for the missing Pete “WheelieDealer” due to health problems. The episode was an absolute delight to film, and despite having relatively little warning of the invitation,
Guest Starring on the Twin Petes Investing Podcast! Read More »
A few weeks ago, I spoke to a fellow investor about a new company I added to my portfolio which they had already held for a few years with little joy. The share price is down fairly heavily over the last two years from a high of a little over £6 in 2018 to a
Once we get past the age of about ten, most of us start to see the importance of knowledge. Without it, we don’t see risks, understand how to get what we want or really understand the world around us. Most people that describe themselves as businessmen follow the stock markets, monitor local real estate develops,
The importance of developing a range of knowledge Read More »
Having a background in business and marketing, I’m occasionally approached by friends and colleagues looking to get my input on new ventures they’re thinking of pursuing. Sometimes, these ventures are well-thought out, original and are simply in need of a sounding board and someone willing to spend the time to make them work. Sadly, others
Over the last few months, I’ve written a fair number of articles about finance and personal investing. I believe that achieving financial security is one of the best ways to reduce stress in your life, as well as enjoy the best that the world has to offer. But there’s something that money can’t buy; good
Personal Branding. Urgh. What a cliché. What a con. Who on earth cares? Well, according to a quick google search, enough to cause people to write 8,950,000 results for the question ’What is personal branding?’. If I’m honest, I think the whole ‘personal branding’ thing is a bit of a fad – you could call
I generally try to avoid too much controversy on this blog. Admittedly, I might occasionally pen a provocative opinion piece, but by and large, I try to stick to informative articles. Earlier this week, I took a call from now investor who really, really wasn’t ready for an investment in his business. That might sound
Are you ready to start seeking investment in your business? Read More »
