MunroMan

Robert Davies

MunroMan’s Activity

Today

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 08:35

Re: Simple HYP Screen August 2015

It is, why a is needed is an Exocet approach. Buy and forget.

I meant , what is needed.

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 08:34

Re: Simple HYP Screen August 2015

I never knew that HYP was apparently so complicated

It is, why a is needed is an Exocet approach. Buy and forget.

Rob

Tue Sep 1

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 14:19

Re: HYP vs Investment Trusts vs ETF

Arb,

The 40% cut, I was trying to find a distribution recored online to confirm it, but was unable to.

Do you have a link?

Rob

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 12:11

Re: HYP vs Investment Trusts vs ETF

UK Dividend Aristocrats (UKDV) first dividend payout this year dropped by 40% compared with 2014. Why? This is a dividend Aristocrat? One can only hope they will make it up in the next payment, but it does illustrate that you cannot trust an ETF [more]

NL

Boards Post

MunroMan posted to the Investment Trusts & Unit Trusts board. 09:42

Messy Managers

Active fund managers look superior when their benchmark style performs poorly relative to adjacent styles, and they look bad when their benchmark style outperforms adjacent styles by a meaningful amount. Eventually, this all comes out in the wash. [more]

Mon Aug 31

NL

Boards Post

MunroMan replied to the Index Trackers board. 17:34

Re: Motleys idea still valid???

- I have had some of my money in an FT250 tracker for abut 4.5 years. Currently giving me an XIRR of about 10.5%. Rather better than cash I think.

Compare the current valuation of the 250 withy the 100 and ask if the relative gain is [more]

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 17:31

Re: HYP vs Investment Trusts vs ETF

Am I correct in thinking that the HYP vs IT decision therefore boils down to:-


Don't forget buying shares incurs the cost of stamp duty, commission and, usually, an ongoing brokerage fee.

You should also look at the the [more]

Sat Aug 29

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 10:16

Re: Corporate news today

but I am at a loss to understand your selection criteria for which companies to post on...


It is simply corporate news from the largest 300 companies, ex ITs, that may require action, rights issues takeovers etc ,and a record of [more]

Fri Aug 28

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 14:18

Re: Corporate news today

This has its roots in the Fama & French 3 factor model. Which won them a Nobel prize.

[more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 12:21

Re: Tactical Call Update

I really do not understand how you can possibly disagree.

However one looks at it the total return on an investment is a function of capital growth and income, whether that be reinvested or taken as income.

To declare one of
[more]

NL

Boards Post

MunroMan posted to the Investment Strategies board. 11:08

Are You a "Ben Graham Defensive Investor"?

Hsu, Myers, and Whitby (2014) show that from 1991 to 2013 value managers did capture a premium versus the S&P 500 when measured by the buy-and-hold return. But the dollar-weighted return of the value managers tells a vastly different story. On [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 10:32

Re: How well have absolute return funds performed

Are absolute return funds any good? Itseems to me that, yes, you possibly lose less than the market when it falls but you lose most of the benefit of being in the market when it rises.

The question here is what investment proposition [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:52

Re: Vanguard LifeStrategy funds

No, it doesn't make me wonder that at all! I can't see any sense in equally weighting regions/countries.

I don't follow your logic. If you argue that it makes sense for equities why doesn't it make sense for asset [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:50

Re: Tactical Call Update

Mr Edwards has been an 'uber bear' for at least 10 years.

There's an old joke along the lines of the economist who forecast 10 of the last 2 recessions. Could well apply to him.

As ever it takes 2 views to make a market but I
[more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:45

Re: Tactical Call Update

It matters not how far we have fallen or risen up to now, but how far we are likely to fall or rise from here.

Well I disagree, as you might expect, all that really matters is the income and that is flat-lining.

Rob

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 09:41

Re: Corporate news today

Hays increased dividend by 5% and personally I would not dismiss them as small to medium fry -- what data source are you using ?

RNS, but the labelling is mine and subjective. But with a distribution of £45m, just 0.05% of the [more]

Thu Aug 27

NL

Boards Post

MunroMan replied to the Investment Strategies board. 14:45

Re: Tactical Call Update

Although I am a bear of very little brain one thing I have learned is that most investors
only realise the economy is in a recession well after it has begun. The same is true of an
equity bear market. We need help before it is too late to
[more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 14:05

Re: Vanguard LifeStrategy funds

Returning to the Vanguard LifeStrategy funds, has anybody seen anything that explains the reasoning of the target sub-allocations within the funds? And also their makeup?

Very good question, makes you wonder why it doesn't just go for [more]

NL

Boards Post

MunroMan posted to the High Yield - HYP Practical board. 09:53

Corporate news today

3 companies increased dividends today, 2 held, 1 cut and 1 passed.

All small to medium fry.

Rob

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 08:46

Re: When things were rotten

This is a forecast, or extremely suggestive of one.

Can you see the difference?

lfc


Yes of course, but that was a careless use of language when the main point was that the BEGS data is base on over a century of data [more]

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