Interests: Asian Markets, Derivatives, Economics, Emerging Markets, European Markets, International Stocks, Property, Stocks, US Market

Fantasy Fund: Pension Zombies

About Me:

I'm just another amateur investor.

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk

I invest in what I think are solid and boring businesses, preferably when they are out of fashion. I expect returns to come more from what I exclude than what I include -- the idea being that "index less crap" should outperform the full index. My current holdings are published on my blog.

Cig's Latest Comments

Is it common sense to expect it to happen quickly though? Executives are usually harvested 2 or more decades after being planted, so the composition of boards today reflects career choices made in the 80s and 90s...

It's not obvious to me in whose pocket Luke Johnson's hand is located. The loan is "will be secured in due course" which sounds a bit too open, he can later devise the security to his advantage... Of course this is justified by the emergency...

Google and Facebook are so special — more quangos with tax raising powers than market economy players — that it seems inappropriate to use them to draw general conclusions about productivity.

Well all investments in automation go to the pockets of automation vendors and their suppliers, all of which are still human-run as far as I know. Automation reduces jobs only when the folks whose previous task is automated don’t find something else to do.

Well you could rank stocks by rate of change of stock rank, or by rate of change of rate of change of stock rank. Or maybe using the rate of change of the rate of change of the rate of change of stock rank would be better? The plain stock rank itself uses the rate of change of some of the input variables, so personally…

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