Viewing posts for the category Investing Philosophy
Well, in the spirit of accountability, here is my private portfolio performance for financial year 2015.
read moreBack in September last year I decided to run an experiment regarding a basket of microcap health stocks. I had a theory that a basket of small healthcare stocks would beat the market. Therefore, by selecting from within that basket, one could improve the chances of beating the market. My aim was to beat the ethical equities micro cap healthcare watchlist in my own portfolio, but I also wanted to see whether the watchlist itself would beat the market.
read moreMy investing journey started in 2009, but I didn't really have a clue what I was doing at that stage, and I was essentially a mug punter taking random bets in between law lectures. We all start somewhere.
read moreI've had this sitting in drafts for a while. I can see that the number of regular readers is declining since I temporarily signed off in the last newsletter, but I hope a few of you will enjoy this excerpt from an email I received a while back. I think it's interesting to hear what actually motivates people to invest ethically.
read moreThis post is inspired by Tim Minchin's Occasional Address at the University of Western Australia...
read moreSome time ago I was going to write a blog about micro-cap health stocks. I never ended up publishing because I was trying to accumulate (at slightly lower than market prices) some of the illiquid micro-caps on this list below.
read more1. Does the business have long-term tailwinds or headwinds?
read moreWhile the lighthearted reply to the question, "Does money buy happiness?" got a laugh out of me and was clearly all in good fun, I'll admit it also got me thinking.
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