Category: Investment Strategies

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candlestick charts

An introduction to candlestick charts

And some Japanese history.

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How Hedge Funds Work

An infographic guide to Hedge Funds. And also, incidentally, the name origin of Rolling Alpha.

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portfolio construction

Portfolio Construction: A Beginner’s Guide

There are low-hanging fruit, which you should definitely pluck. After that, it's free game - and you should consider going alternative.

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What is a stock chart?

Candles and sticks...

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Money Market Funds: The Least of Evils…

But still pretty evil though

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100% of Active Managers Can Underperform The Market

Almost every day, one or more of Moneyweb/Forbes/MarketWatch/Quartz/Business Insider crowd will publish an article about the Active vs Passive investment debate. It’s something that I’ve also written about a lot (here, here, here, here and here). But I do have something else to add. Here is a moneyweb article from this morning: “What’s the point of paying […]

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Smart Beta? Sounds complicated. Almost certainly is.

The oxymoron of active-passive funds

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The Perils of Passive Investing

I’m a big fan of ye olde passively-traded exchange-traded fund (I’ve spoken about this plenty of times, but mostly here). As is Mr Buffett (see here). However. I feel it’s important to point out a cautionary tale. Mainly because: all things in moderation. And when things are not in moderation, it can all go horribly wrong. […]

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The Big Bonus in South African Retirement Annuity Funds

I realise that this may be outside the realm of interest for the non-South-African taxpayer – but I think that most governments have some concern around their ageing populations, so they’ll have some kind of tax incentive available for retirement savings (and therefore, some of what’s in here might be applicable). Here’s the thing: one […]

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beer goggles

Fixed Deposits Are Settling For Ugly

Since my ETF post last week, I’ve been having a lot of conversations with people about investments and what to do and what to think about. And then someone mentioned a fixed deposit to me. So let me start by saying that I am heavily biased (which is a bit of an understatement). A Metaphor Investing […]

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