Photo of Daytona
Photo of Daytona



  • Joined 23 May 2009
  • 7 posts


Daytona hasn't updated their biography yet

Investment strategy

Purchasing good quality assets at low prices and selling them when there are better prospects elsewhere, even if that means cash. Asset allocation/top down, mainly between equities & cash although happy to take advantage of any asset which I perceive has the potential reward to match the potential risk. I utilise value strategy when investing in equities.


Barclays Capital Equity Gilt Study

Tobin's Q

Shiller's Cyclically Adjusted Price to Earnings ratio (CAPE)

Lindsell Train's Investment Insights

Merryn Somerset Webb's articles

Hamish McRae's articles

Personal Assets Investment Trust's Quarterly Analysis of the investment environment

Monevator blog

Long term market valuation charts