How to build a portfolio containing shares in 100 of the world’s most exciting business
October 25, 2020

How to build a portfolio containing shares in 100 of the world’s most exciting business

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The number of exciting, explosively growing companies in the world is incredible. I have been investing and writing about investing for a long time and I have never seen anything remotely like the present period. As I noted in the last issue you can build a portfolio of 100 shares in today’s stock markets and every single one will be a star performer. Indeed, I strongly recommend subscribers to build exactly such a portfolio. The trick to doing this incidentally is just to buy the good ones. If you read the newspapers, which I mostly don’t, especially the financial pages, they are always worried about values being too high, bubbles, short-term negative factors, which happen to be in the news at the time, you can become drawn into their world of worry.  Don’t be.
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Nasdaq 100 springloaded for new leg higher;  Covid-19 may lead to permanent changes in behaviour
August 27, 2020

Nasdaq 100 springloaded for new leg higher; Covid-19 may lead to permanent changes in behaviour

Alphabet Amazon apple Atlassian Etsy Facebook FTSE 100 health care shares Microsoft Nasdaq 100 Netflix Peleton Interactive Quentinvest stockmarket technology shares Tesla visa Wix.com zoom Zoom Video Communications
Global and most noticeably US stocks markets have become bipolar in the V-shaped recovery from the pandemic inspired lows. On the up we have technology shares, health care shares and shares, often from these two sectors, which are positively benefiting from the stay home economy. Initially investors saw the stay home effect as being short-lived. As they increasingly suspect that some aspects of a stay home economy may lead to permanent changes in behaviour they are becoming more interested in businesses, which benefit.
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The strange death of the UK stock market; how to deal with stock market setbacks
August 27, 2020

The strange death of the UK stock market; how to deal with stock market setbacks

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Years ago as a student at Oxford I read a book called ‘The strange death of Liberal England’, which was about the sudden fading of the erstwhile all-conquering Liberal party and its replacement by Labour. Something similar seems to be happening to the UK stock market, which seems to be going in the European direction of stagnant irrelevance.
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