MunroMan

Robert Davies

MunroMan’s Activity

Today

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 09:18

Re: Woodford v.Vanguard

Are you suggesting that most index investors want the highest possible yield?

Both funds are sold as high income or yield funds, not for their Total Return.

On that basis neither of them are the best in that [more]

Mon Jun 29

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 07:34

Re: Woodford v.Vanguard

http://www.trustnet.com/Investments/Perf.aspx?univ=U&Pf_...... indicates that the St James Place fund yields 3.10% and the Vanguard fund 3,78%.

So a long [more]

Sun Jun 28

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 21:20

Re: Woodford v.Vanguard

And what are the yields of the two funds being discussed?

Rob

Thu Jun 25

NL

Boards Post

MunroMan posted to the IFAs and RDR board. 11:31

Can anyone see a flaw with this?

Charles Stanley is to move its investment managers over to new contracts that align their remuneration with profitability rather than revenue and give its offices control of their individual profit and loss (P&L) accounts.

[more]

Tue Jun 23

NL

Boards Post

MunroMan replied to the Mining Sector board. 17:00

Re: How Long Can Mining Continue?

Rememeber two things about mining.

One is that recycling accounts for about 50% of consumption. So mining supply only needs to grow half as fast as consumption.
Secondly, as economies mature they consume less metal so metal consumption [more]

Sun Jun 21

NL

Boards Post

MunroMan replied to the Investment Strategies board. 11:52

Re: When is the best time to invest?

What Rob is driving at is that you should choose stocks paying a higher dividend -- based on a conclusion derived from the dodgy maths

GS,

First, thanks for taking the time and having the patience to explain the exact [more]

Fri Jun 19

NL

Boards Post

MunroMan replied to the Investment Strategies board. 12:04

Re: When is the best time to invest?

GS,

Thanks for your post. I only have four data points.

£100 invested in the UK stock market in 1945
After 69 years Barclays says that the capital alone is worth £9,148 while the total, with dividends reinvested, is [more]

NL

Boards Post

MunroMan replied to the Index Trackers board. 10:27

Re: Bad trackers

You always need to interpret these sorts of articles with care.

By and large the press don't like tracker funds because they advertise far less than active funds. They also don't provide much in the way of copy to provide editorial content [more]

Thu Jun 18

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 20:31

Re: Portfolio Adjustment time

is actually why I don't post my HYP on this board, because all you HYP purists would complain and it's just not worth the bother

Is it just me or does it remind anyone else of the sketch in "Life of Brian" about the Judean [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 10:00

Re: When is the best time to invest?

I think this article is also relevant to the debate:

[more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:42

Re: When is the best time to invest?

Low yielders tend to pay out less in dividends but reinvest more in the business

Yield is equally as much a function of the share price as the distribution policy. Consequently it does not tell us much about the growth prospects of a [more]

Tue Jun 16

NL

Boards Post

MunroMan replied to the Investment Strategies board. 13:23

Re: When is the best time to invest?

Or read John Bogle

Over the past 81 years, then, reinvested dividend income accounted for approximately 95 percent of the compound long-term return earned by the companies in the S&P 500. These stunning figures would seem to demand [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 13:06

Re: When is the best time to invest?

this claim that the bulk of equity returns comes from dividends is disputed by many if not most people who post on the topic. It simply does not stand up to scrutiny of the historical data.

This counterclaim comes up on a regular [more]

NL

Boards Post

MunroMan posted to the Investment Strategies board. 11:02

When is the best time to invest?

The UK equity bull market, that started when QE was announced in March 2009, is now well over 6 years old which is a long time by historical standards. That makes some investors nervous about committing new funds to the market and others have gone as [more]

NL

Boards Post

MunroMan posted to the Investing for Income board. 09:06

A statement of the bl**d!n obvious

[more]

Mon Jun 15

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 13:06

Re: Buying on Low P/E : Year 1

Nor sure I have really got my head round that sea of historic data, but it looks to me as if a passive solution can offer 25% more income.

Rob

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 09:28

Re: Buying on Low P/E : Year 1

..plus more income than a tracker, supplied more evenly.

Inrteresting, do you the income data?

Rob

Sat Jun 13

NL

Boards Post

MunroMan replied to the Paulypilot's Pub - Macro Topics board. 09:50

Re: Grexit

It will be deflationary. That should In theory be good for bonds and bad for equities but given current levels it is difficult to see much upside for fixed income.

I guess the EU will want to create a situation in which Greece experiences a [more]

Thu Jun 11

NL

Boards Post

MunroMan replied to the Investment Strategies board. 16:12

Re: Tactical Call

That's really very poor.

Advisers would have no problem dealing with the thorny issue of telling The issue of cost to clients and their clients that the costs associated with the fund management had fallen off a cliff. The question of
[more]

Wed Jun 10

NL

Boards Post

MunroMan replied to the Investment Strategies board. 16:44

Re: Tactical Call

Why don't fund managers?

I am not sure an hourly charge would work because of the ongoing costs.

However, I did float the idea of a fixed fee rather than a percentage charge. But guess what, the biggest objection came from [more]

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