Registered:
15/04/16
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A topical piece from Bloomberg's Matt Levine:Investors Have to Sell Stocks TooLevine's article draws on a research paper published on 2nd January 2019 (freely available to download). Here's the abstract:"Most research on heuristics and biases in financial decision-making has focused on non-experts, such as retail investors who hold modest portfolios. We use a unique data set to show that financial market experts - institutional investors…

"In addition, we don't account for the drag of trading costs or the bonus of dividend payments in the performance data."The lack of total returns data for portfolio holdings is Stockopedia's greatest weakness in my view and makes any analysis of guru strategies not only incomplete but potentially highly misleading. It seems nonsensical that income strategies are being compared to those of momentum and growth…

There are some problems with the plan you've outlined (the gift of shares for example, as timarr notes), but since time is of the essence here, can I ask whether your father had an ISA (or multiple ISAs), and if so, has your mother made use of the Additional Permitted Subscription (APS) allowance? (This assumes that your mother and father were not separated at the…

"Also as shine66 says I do wonder how people measure it? I am about to be able to deploy a chunk of cash (after a sale of my business and savings that it would have been imprudent deploy). If I had this cash back into my “original” capital figure in my spreadsheet, then my returns mentioned above would be not nearly so impressive but until…

For an experienced investor who is fairly confident of producing market tracking returns from a well-diversified portfolio of, say, forty AIM stocks (and my impression is that there are plenty of such individuals subscribing to Stockopedia), I think the lower risk option is to self-manage the portfolio rather than entrust the task to one of these wealth management companies. First, as you point out, such…


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