lookingforclues’ Activity

Sun Apr 17

NL

Boards Post

lookingforclues replied to the Gold & Other Precious Metals board. 08:30

Re: Gold 2% dividend

If costs includes taxes - then ???

I was more thinking the cost of yearly rebalancing. Depending on what vehicle you favour then the cost of buying and selling gold can be significant.

Are these costs reflected in the [more]

Sat Apr 16

NL

Boards Post

lookingforclues replied to the Gold & Other Precious Metals board. 07:03

Re: Gold 2% dividend

Compare a non rebalanced portfolio of say 66/34 stock/gold with a yearly rebalanced 66/34 stock/gold blend and broadly over time the rewards from both compare.

After costs?

Mon Apr 11

NL

Boards Post

lookingforclues replied to the Property - Markets and Trends board. 06:52

Re: Railway land across Britain to be developed

If money is so cheap then why are property buyers short-selling it? Either buyers are dumb, or money is NOT cheap.

Most buyers of property, especially aspiring home-owners, are dumb.

For the majority of things (assets or [more]

Sun Apr 3

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 17:50

Re: England v windies

Listening not watching, exciting finish in prospect....WI need 20 from 40....6 gone.......could do with taking Samuels....

Wed Mar 30

NL

Boards Post

lookingforclues replied to the Paulypilot's Pub - Other Stuff board. 07:40

Re: Best ever Fool commentary?

The comments beneath are especially interesting - there's gotta be a lesson here somewhere...

Absolutely.

1. Pick a stock that has either collapsed or multi-bagged.
2. Go back to a time before the collapse/multi-bagging [more]

Sat Mar 26

NL

Boards Post

lookingforclues replied to the High Yield - Share Strategies board. 07:18

Re: Cutters

I wonder if anyone has made a study of whether high yielding shares are more likely to be dividend cutters than more modest yielders? My feeling is that they are but I have no evidence to back this up. If that were the case then a HYP strategy, [more]

Fri Mar 25

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:49

Re: DIY passive investing

Itsallaguess

I don't know which shares will become winners or losers.
I don't know whether past winners or losers will continue the same way.

I know that equity market evolution produces both winners and losers.
I know [more]

Thu Mar 24

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 08:59

Re: DIY passive investing

Lookingforclues, I am interested to know how your large buy and hold portfolio has evolved. e.g. how do the top decile and bottom decile performers compare with the median performance? Are you seeing roughly 2/3 of the shares underperforming the [more]

Wed Mar 23

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 16:21

Re: DIY passive investing

pagw

My question concerns the risk of doing this - would it be expected that over a few decades a fair number of the starting companies would have run into financial trouble, reducing their share prices greatly and eating away at the [more]

Tue Mar 8

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 09:07

Re: Poll: Calling the bottem

Very much agree and you will get your admission if necessary in Jan 2017 if we remember to return to the subject.

I'll remember ;-)

NL

Boards Post

lookingforclues replied to the Oil & Gas - Companies board. 08:18

Re: My view on current oil prices

However, in a market as big as the crude market where, presumably, TA is widely used, it's perhaps less easy to dismiss it?

Unlike equities, commodities are an asset class where trends can be shown to exist and TA may therefore be [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:14

Re: Poll: Calling the bottem

Not looking quite like the end of the year yet, is it lfc?

No, but you will surely agree that 5500 is not looking as absurd now that it did (to you) back in Jan when we were a lot closer to that value. If we were to quantify how [more]

Mon Mar 7

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 17:48

Re: Poll: Calling the bottem

FIF, 5500 is an absurd number.

Not looking quite so absurd now is it GS?

Assuming you've not withdrawn from active posting until the next 'bear market'

lfc

NL

Boards Post

lookingforclues replied to the Oil & Gas - Companies board. 08:24

Re: My view on current oil prices

Markets apparently found joy in seeing a 25k fall in production but this was set again overall crude demand falling over 7% YOY.

Demand is up about 1% YOY

All the rest of your post seems to be tunnelling into detail at the [more]

Fri Mar 4

NL

Boards Post

lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 07:22

Re: Normal rules still apply even when times are

Actually the benchmark for the fund is the Freedom Smart-Beta UK Dividend Index.

Or;

[more]

Wed Mar 2

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:21

Re: 'Sell everything' ahead of 'cataclysmic' cri

Re: Oil industry. The Oil Index:

http://stockcharts.com/freecharts/gallery.html?$XOI

has only fallen 50% since 2014. I'd expect further falls of 50-75% before the
[more]

NL

Boards Post

lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 07:10

Re: Normal rules still apply even when times are

Well, I thought there was a better, simpler and cheaper way of of running a portfolio so I did it. And it works.

The benchmarks for your fund are other passive funds, e.g. FTSE trackers.

Better would imply outperformance vs [more]

Sat Feb 6

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 08:27

Re: GMO Update

I disagree. Business, be it oil exploration or making widgets, exploits the opportinities it is offered. If oil trades at $30/bbl someone will engineer a way to make money at that level. Whether that produces enough to supply the demand at that [more]

Wed Feb 3

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 10:48

Re: Poll: EMH

But that's quite a different proposition from attempting to buy apparently 'cheap' stuff that markets might throw up and various TMFers have alighted upon over the years, per the examples. No one's pretending that loads of errors weren't/aren't [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 10:42

Re: market direction

The safest assumption IMO is that over the next 2 months the market is about equally likely to go up or down.

What you do know is that the market is about 20% cheaper than it was a few months ago.

On the basis of the above if I had [more]

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Boards Stats & Trivia

Big gold star, 5000 posts
Board Posts 7022
Recs Received 15186
People who have rec'd these posts 1865
Recs to Posts Ratio (last 30 days) N/A
Threads Started 403
Threads Started Percentage 5.74 %
Most Frequent Board Property - Markets and Trends
Very First Post Re: costs ! (26/08/2007)
Percentage of Posts Rec'd 61.05 %
Show lookingforclues’ 10 Latest Posts