MunroMan

Robert Davies

MunroMan’s Activity

Fri May 22

NL

Boards Post

MunroMan replied to the Investment Strategies board. 15:11

Re: Not much to look forward to

Everything evolves, be optimistic and invest cheaply, globally and in a diverse range of assets, it will be ok !

Oh I agree and I am. But I agree with RAFI that high returns are much harder to generate when the risk free rate is zero [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 12:18

Re: Not much to look forward to

Contrast this with the situation in 1940's Britain. the outlook was gloomy, retreating armies, bombs falling, civilian production limited....

Japan and Germany in 1945 the outlook wasn't good, Europe in '45 was a mess,

Depressing
[more]

NL

Boards Post

MunroMan posted to the Investment Strategies board. 09:58

Not much to look forward to

[more]

NL

Boards Post

MunroMan posted to the Bert's Investor Sanctuary board. 09:57

I like this

Although I am not sure it tells us anything we don't know or suspect but it is quite funky to see it in graphical form.

[more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 08:01

Re: Three-Pairs Portfolio for retirement income

My question is: Can the same Long-Term-Buy-and-Forget portfolio be designed using index-tracking funds?

Yes, just split the portfolio between accumulation and income units of your chosen passive fund. One that pays quarterly and has a [more]

Thu May 21

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 14:22

Re: Re-balance, top-up or new candidate help

I have at least 15 distinct sectors over 19 different companies so my aim now was to balance the portfolio instead of adding new shares unless it's necessary for diversification.

A purist could argue that it doesn't matter where a [more]

Wed May 20

NL

Boards Post

MunroMan replied to the Investment Strategies board. 23:22

Re: The temptation of numbers.

The story was told to me by a former Pan Am employee who studied at Columbia under a Professor who was editing the latest edition of Graham & Dodd.

Rob

NL

Boards Post

MunroMan replied to the Investment Strategies board. 11:24

Re: The temptation of numbers.

A follow up to the story about Mr Read has just been given to me.

Readers of a certain vintage will recall an airline called Pan Am run by a chap called Juan Tripp from an office on Park Avenue in New York. At its peak he threw a dinner for [more]

Tue May 19

NL

Boards Post

MunroMan replied to the Investing for Income board. 12:32

Re: SIPP Basket of ITs

AUKT is no more capable of a steady climb in dividends to match one's personal and household expenses than any other index-hugger.

So what is the magic sauce that allows an IT, and only an IT, to do better than its underlying [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:20

Re: Portfolio Risk Assessment

high fee platform where I'd be holding high fee funds.

You can buy low cost funds direct and skip platform fees.

Rob

Mon May 18

NL

Boards Post

MunroMan replied to the Investing for Income board. 11:56

Re: £200,000 to invest for income

The underlying income flow to a Investment Trust is not different to an OEIC or an ETF, it fluctuates )

The income might not be much different but the fact that it holds on to it means that the IT shareholder is worse-off relative to [more]

Sun May 17

NL

Boards Post

MunroMan replied to the Investment Strategies board. 19:55

Re: Mkt cap weighs v the others

Are there "Fundamentals" or "Value" indices/ETFs/funds one can simply invest in?


Yes, quite a few.

Rob

NL

Boards Post

MunroMan replied to the Investing for Income board. 14:56

Re: £200,000 to invest for income

For me it's simple, I know the time to buy is always when you have cash to buy, don't try timing, but I would never know when to sell, individual equities requiring watching and I wouldn't know what to look out for, I'd be in a permanent state of [more]

NL

Boards Post

MunroMan replied to the Investing for Income board. 09:08

Re: £200,000 to invest for income

Can anyone suggest 3 or 4 different trusts that yield in this approximate range but don't overlap each other in their investments??

Why investment trusts?

Rob

Sat May 16

NL

Boards Post

MunroMan replied to the Investing for Income board. 11:19

Re: FD IT Basket – Year 2 review

But trackers in a rising market are different from a bear market

Why?

Rob

Fri May 15

NL

Boards Post

MunroMan replied to the Investment Strategies board. 17:47

Re: Portfolio Risk Assessment


Then why don't you? Why should adding new money and redemptions make any difference. Time is the same regardless of the underlying task - there is always a rate for the job.


Because the IFAs I offered it to didn't want it, citing [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 15:53

Re: Portfolio Risk Assessment

There is a heck of a lot more pressure being placed on fund managers to reduce their fees than there is advisers, or hadn't you noticed?

It is interesting that the people that charge 1% are asking the people that charge 0.5% to reduce [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 14:47

Re: Portfolio Risk Assessment

We've established that the adviser's charge is 0.67% of fund value.

The OP can evaluate what he gets for his money.


Coley,

The clue is in the label. That fee is for advice. The platform fee is there to make it easier [more]

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