When it comes to running my portfolio, I spend a fair amount of time thinking ahead. I like to plan what new money I’m likely to add over the next year, whether to shift my position sizes a bit, and sell a holding or two to use up my annual CGT allowance. Tackling My Third Financial Crisis
Investing can be simple but it’s rarely easy. Our monkey brains are constantly playing tricks on us and taking mental shortcuts that can undermine even the best investing decisions.
Falling markets can be useful in many ways. They can provide attractive entry prices for long-term investors. And they can reveal who has been swimming naked.
When you’re messing around with statistics, it’s all too easy to come up with something that’s horrendously misleading. Investing stats are no different. Here are three that really set my teeth on edge.
Picking good investments is important but perhaps represents just 20% of the puzzle. Learning how to hold onto the darn things, regardless of what the market throws at you, is arguably the other 80%.
There’s nothing like a complete and utter political shambles (I’m guessing you know the one I mean) to remind us why we need to be globally diversified when it comes to investing. It’s prompted me to dig into my portfolio a little, to see how diversified I truly am.
We’re currently in ‘correction’ territory with the UK market down 10% from its most recent peak in May 2018. Stock market falls like this can hit investment trusts harder than most, as a lot of funds have some level of gearing and discounts to asset values tend to widen.
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