MunroMan

Robert Davies

MunroMan’s Activity

Tue Dec 23

NL

Boards Post

MunroMan replied to the Investment Strategies board. 07:44

Re: P/E Ratio of FTSE 100, FTSE MID and S&P500

What do you think is the reason for this difference in performance?

Growth in dividends.

Rob

Mon Dec 22

NL

Boards Post

MunroMan replied to the Investment Strategies board. 10:30

Re: P/E Ratio of FTSE 100, FTSE MID and S&P500

I can't find this on line but this is the conclusion fromn an aricle by Con Keating.

Conclusion
Finally it should be said that recognition of the fact that long-term returns do not arise from capital gains, but rather from income,
[more]

NL

Boards Post

MunroMan replied to the Investment Strategies board. 08:25

Re: P/E Ratio of FTSE 100, FTSE MID and S&P500

Those first 3 industries have also been a powerful demonstration of why the cap weighted FTSE 100 has underperformed more equal weighted portfolios (numerous HYP's and FTSE 250 for example) over the last decade.

There is of course a [more]

Sun Dec 21

NL

Boards Post

MunroMan replied to the Investment Strategies board. 20:28

Re: P/E Ratio of FTSE 100, FTSE MID and S&P500

I can't for the life of me see why anyone would want to replicate the FTSE with its horrid concentration of sectors and companies. I would rather hold good quality companies.

You don't have to replicate it but it is a powerful [more]

Fri Dec 19

NL

Boards Post

MunroMan replied to the Investment Strategies board. 09:40

Re: P/E Ratio of FTSE 100, FTSE MID and S&P500

I was surprised how little stocks beyond 15th - 20th contribute to the FTSE 100 index by market capitalisation.

It is even more dramatic than that.

The top 30 stocks in the FTSE 350 account for 74.3% of the dividend income. [more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 07:55

Re: Missed opportunity ?

Dem,

Fair point, but I don't agree with it.

I cannot think of any goods or services that are in short supply on a global basis. Clearly, there is oversupply in all commodities at the moment, the same applies to cars, white goods, [more]

Thu Dec 18

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 22:24

Re: Missed opportunity ?

So all that money just sits there at the central bank, never actually entering the (real world) system... So you have to lighten up on the banks, and take them off the leash a bit, so they actually start lending. Then monetary policy actually [more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 22:08

Re: Thought for the day

Page 42 of this report

https://www.gov.uk/government/uploads/system/uploads/attachm...

Gives a breakdown of [more]

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 14:43

Re: December top up BLT

do not know if the former Broken Hill Proprietary ever cut;

You youngsters.

A chappie called Robert Holmes a'Court had a pop at the big Australian in the eighties becasue it was not doing well. It slightly got its act [more]

Wed Dec 17

NL

Boards Post

MunroMan posted to the Index Trackers board. 16:40

More evidence

This report might appeal to some geeks. https://www.gov.uk/government/uploads/system/uploads/attachm...... An example: Returns over the ten years to 31 March 2013, % p.a. [more]

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 07:26

Re: Thought for the day

Bonds are safe, equities are not

That makes a market. Individually equities are risky, as a an asset class they are far less so.

In both asset classes you are relying on the good faith of the managers to safeguard your [more]

Tue Dec 16

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 21:59

Re: Thought for the day

Dem,

I won't pretend to understand your post, because I don't.

All I can do is make the analogy with profits from Investment banking a decade ago. When I worked for them I could never understand how they made so much money when the [more]

Mon Dec 15

NL

Boards Post

MunroMan replied to the Investment Strategies board. 07:44

Re: School share computer program

Before you do that take an hour to watch the video on this web site.

http://www.sensibleinvesting.tv/

Rob

Sat Dec 13

NL

Boards Post

MunroMan replied to the High Yield - HYP Practical board. 16:13

Re: Hold firm HYPers!

From 1965 until 2013, there were 35 years when Dec.'s All-Share Index ended higher than or (once) the same as Nov. They averaged a rise of 4.2%. Fourteen years of falls averaged 2.7%.

A 2 in 3 chance of making 4% gross and a 1 in 3 [more]

Fri Dec 12

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 20:34

Re: Thought for the day

No, it is the FTA. The difference will be due to the treatment of special dividends.

Rob

NL

Boards Post

MunroMan replied to the Bert's Investor Sanctuary board. 16:48

Re: Thought for the day

The yield on the all-share is 3.3%.

My Bloomberg says 4.6%

Rob

Thu Dec 11

NL

Boards Post

MunroMan posted to the Bert's Investor Sanctuary board. 17:01

Thought for the day

As of midday today you can get a 5% yield from a UK index fund.

10 yr gilts yield 1.9%.

Based on historical relationships one of those prices looks wrong; but which?

Rob

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 15:57

Re: “More Evidence” – Part 2

There is a new entrant into the online advice market but it doesn't look cheap to me at 0.7% and it seems to favour active funds.

https://www.moneyontoast.com/

Rob

Wed Dec 10

NL

Boards Post

MunroMan replied to the Investment Trusts & Unit Trusts board. 21:15

Re: Best Global IT

have been investing in the trust through it's monthly savings plan for the past 20 years, and have experienced many bull and bear cycles of the market. The trust beat it's benchmark - the World All-Share Index by over 1% per year on average over [more]

NL

Boards Post

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

Re: Best Global IT

I have been investing in the trust through it's monthly savings plan for the past 20 years, and have experienced many bull and bear cycles of the market. The trust beat it's benchmark - the World All-Share Index by over 1% per year on average over [more]

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