Thursday, 11 December 2014

Riding the Rollercoaster (Portfolio Buy)

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Up and then down - the investment roller-coaster continues to both thrill and terrify participants. We are unfortunately living in 'interesting times' (to paraphrase the supposed 'Chinese curse' - which doesn't appear to actually exist).

Investing is a stressful activity because it brings into play our ancient Monkey Brain instincts to run (or fight) at the first sign of trouble.

So, what should we do now? Well, to paraphrase Jane Fonda - if it's not hurting, it's not working.

Friday, 5 December 2014

A Gamble on Recovery (Portfolio Buy)

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Having generated some cash for my DIY Income Investor portfolio from a recent sale, I looked around for a good home for it. My first reaction is usually to look at the existing portfolio and see if anything looks attractive as a 'top-up'. By 'attractive' I mean 'high yield' (preferably as sustainable as possible) as well as holding some promise of capital gain over time.

This time I also did a little geopolical thinking. In other words, what is the most important factor currently in the world economy - and what are the implications?