This year I have felt my blog has been a bit more down beat with my recent post warning of overheated asset classes, and generally I have probably written more about the selling I have done rather than any new buy ideas. Hopefully today’s blog post is a bit more upbeat as I go out and mention two new current holds and later clarify about why avoiding some markets at times in favour of cash is not necessarily being a permabear. Continue reading “AM I TOO PESSIMISTIC AND UNDER INVESTED?”
- LEVERAGE 2. LEVERAGE 3. LEVERAGE 4. LEVERAGE 5. HOPE
My ramble on the property market, the banks, APRA, index investing, market timing and diversification.
Ok so you probably gathered I am experimenting with a bit of click bait.
I meant to write this post when beginning the blog to assist in describing my investment style but it slipped my mind. It resurfaced in my thinking when I recently read a book Margin of Safety, by Seth Klarman. Some areas he cites in the book that are useful to look for opportunities are very similar to what I look for. Continue reading “WHERE INSTITUTIONS AVOID AND RETAIL INVESTORS FIND BORING”
Warning – Long post and with links gets longer!
Gold has been topical today after a sizeable retracement and I thought I would tackle the above questions. Especially considering conceivably, I could even be selling more gold stocks soon, time will tell.
Many great investors avoid commodities altogether and I have a lot of respect for that view, so why have l held stocks and ETFs this year with commodity exposures? Continue reading “What is my investment style and why I hold some gold shares (as of today anyway, maybe not tomorrow!).”