MunroMan

Robert Davies

MunroMan’s Activity

Today

NL

Boards Post

MunroMan replied to the Banking Sector board. 4 hours ago

Re: Guardian article

The rise in the share price, which gives his options so much value, is due more to QE than his skill as a banker. He, like most executives with bonuses paid in shares, are the biggest beneficiaries of the debasement of our currency.

Rob

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 09:16

Re: Alliance Trust/Elliot.

The point I want to make is that you cannot sell unit trusts or ITs without a platform.

That is not correct. It is perfectly easy to invest in an OEiC without a platform which immediately reduces your OCF by about [more]

Yesterday

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:50

Re: FE Trustnet Quartiles ? (discontinuities)

I was getting these sites mixed up.

Select OEICs and unit trusts.

Select UK All Cos as the sector (this needs to be selected Again after pressing go)
Leave crown ratings at the default of All.

For 5 years that should [more]

Sat Mar 28

NL

Boards Post

MunroMan replied to the Investment Strategies board. 19:58

Re: FE Trustnet Quartiles ? (discontinuities)

There are only about 230 funds in that sector. You need to filter for Primary Share class to get a clean view.

Rob

NL

Boards Post

MunroMan replied to the Investment Strategies board. 16:41

Re: Risk/reward

And Buffet's policy of buying low risk stocks confirms that it works.

Rob

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 16:38

Re: Alliance Trust/Elliot.

Does anyone have any thoughts on what would be the likely long-term effect on ATS if Elliot's proposals are accepted?

I hope it will be closed.

Rob

Fri Mar 27

NL

Boards Post

MunroMan replied to the Investment Strategies board. 12:46

Re: Smart beta in regulators' sights

Smart beta covers a wide range of strategies so I don't agree they can all be labeled as risky when volume increases.

The bigger risk to my mind lies in traditional mkt cap based passives that allocate capital on price. Those dangers were [more]

NL

Boards Post

MunroMan posted to the Paulypilot's Pub - Macro Topics board. 08:59

Fixation with Market levels

Most people on these boards know that stock Market index levels are an artificial construct that do not, and should not, affect anyone's long term investing plan because they ignore inflation, dividends and the changing shape of the economy and the [more]

Fri Mar 20

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 19:37

Re: Alliance Trust/Elliot.

What makes Munroman think that Alliance is managed by a bunch of academic theorisers? Maybe they are but I just think they have no real imperative and have it altogether too easy. If they were employed by a third party manager, I do not think that [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 15:55

Re: Alliance Trust/Elliot.

Peter Hargreaves and Stephen Lansdown are each billionaires, from running a very similar business!

They are businessmen, not ivory tower academics pondering over strategic asset allocation, SWOT diagrams and broker [more]

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 14:24

Re: Alliance Trust/Elliot.

do hope they don't screw up Alliance Trust Savings, where I have an ISA and a SIPP.

As a lossmaker I would have thought that the would be the first to go.

Rob

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 09:25

Re: Where are BRWM's results?

Catherine Raw, the co-manager of BlackRock World Mining is leaving the investment trust after the worst 12 months in its 21-year history.

Well, you wouldn't expect the manager to take the blame would you when things go wrong. His role [more]

Thu Mar 19

NL

Boards Post

MunroMan replied to the Investment Strategies board. 13:27

Re: can't see the wood for trees

You may wish to invest with a fund manager who has previously been successful
Past performance is no guide to future returns

You may wish to invest in areas where you consider indices to be a poor representation of the [more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 06:57

Re: can't see the wood for trees

them but you won't get much discussion or explanation about differences between different none tracking fund types.

Why would you buy a fund that wasn't passive?

Rob

Wed Mar 18

NL

Boards Post

MunroMan replied to the Investment Strategies board. 19:56

Re: can't see the wood for trees

You will get much more helpful information on www.Monevator.com.

Rob

Tue Mar 17

NL

Boards Post

MunroMan replied to the Paulypilot's Pub - Other Stuff board. 10:25

Re: £1 million IHT threshold for property

Good post

What helps drive house prices to the insane levels they are at in this country?

I think part of it is a deep distrust of the financial system in the country and people would rather invest in something they can see, [more]

Mon Mar 16

NL

Boards Post

MunroMan replied to the Pensions - Self-Invested - SIPPs board. 08:27

Re: shares or fund

If you take something like the ftse100 I'm not sure that comparing it over longer periods of time really tells you much. The constituents change, their weights change. In the short term where the companies and weights are broadly similiar its [more]

Sat Mar 14

NL

Boards Post

MunroMan replied to the Pensions - Self-Invested - SIPPs board. 22:16

Re: shares or fund

am torn between buying Woodfords new investment trust which is being launched next month or buying a couple of shares recommended on the HYP boards as someone pointed out for me.

It would be interesting to read what influenced you and [more]

Thu Mar 12

NL

Boards Post

MunroMan replied to the High Yield - Share Strategies board. 22:41

Re: Dividends in 2015: so far so good

Rubbish. It is the number of shares which you hold that matter

I knew someone would say that. But it misses the point that stock specific changes are not the same as those of the asset class which the OP purported to do.

Rob

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