lookingforclues’ Activity

Today

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 07:41

Re: Questor's Defensives

So we come back to relying on the dividend and the yield on a given share price. Generally speaking (and it is a very general point) the higher the return the greater the risk

Or, more commonly IMO, the lower the prospects for growth. [more]

Tue Jun 30

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 17:36

Re: A high-yield portfolio constructed from scra

I am being very dim this morning but why does equal weight on purchase and then do nothing provide superior performance?

Good question! The easier question is 'does it?' and I satisfied myself that it certainly did in the 14 years [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 08:00

Re: A high-yield portfolio constructed from scra

If no attempt is made at prediction you might as well (in fact better) buy a tracker.

Most HYP's will have beaten the market over the past 15 years not because they pick 'good' shares, or even high yield shares, but because they equal [more]

Sat Jun 27

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:13

Re: When is the best time to invest?

jfh55

Not surprised - as GDP includes imputed rent against total housing stock (rented or not).

Sure but that's tangential to the claim you made before which was;

Or even a home, where the house price might [more]

Fri Jun 26

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 07:09

Re: Free-floating planets

Indeed, a remarkable piece of luck - although our moon used to be a lot closer, so a few billion years back you'd have stayed well away from the beach!

Reminds me of a wonderful little book I read many years ago;

[more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 06:48

Re: When is the best time to invest?

The more common way at looking at stocks is : the price broadly rises with inflation over time and in addition they pay a dividend. A bit like land, where the land price might broadly rise with inflation over time and working the land (growing and [more]

Wed Jun 24

NL

Boards Post

lookingforclues replied to the Tennis board. 07:20

Re: Wimbledon very open this year

Agree re Murray, has a real chance. If backing him I'd do so after the first week as the odds are unlikely to change much (about 5/2 now) and it avoids a banana skin.

Sat Jun 20

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 17:49

Re: When is the best time to invest?

It's not about words and it's not about presentation. It's about maths.

It's none of the above, it's an accounting error and one that Rob has confessed to in the past (although he doesn't see it as an error of course).

If you [more]

Thu Jun 18

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:46

Re: When is the best time to invest?

High yield shares have lower duration (i.e. price sensitivity to yield changes) than low-yield shares. Therefore AEBE in a falling-yield environment low yield shares should out-perform and when yields are rising high yield should [more]

Tue Jun 16

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 18:19

Re: When is the best time to invest?

But provided that the time horizon is long enough, typically five years or more, the compounding effect of dividends, growth of dividends and reinvested dividends should give equity investors a better return than from cash or bonds

If [more]

Mon Jun 15

NL

Boards Post

lookingforclues replied to the Dealing with Debt board. 07:06

Re: Finally made it

2.A member of your family is kidnapped for ransom - you really not going to supply that ransom?

Absolutely not! I would track them down using a combination of high tech equipment, local police contacts and native cunning. I would then [more]

Sun Jun 14

NL

Boards Post

lookingforclues replied to the Trading My Way To A Million board. 12:03

Re: Nice to see the board active.

I equally doubt that many Fools are aware of the "equity risk premium puzzle" posed by Mehra and Prescott? Essentially this argued that the actual risks to consumption borne by owning stocks rather than bonds should give you a 0.5% [more]

Sat Jun 13

NL

Boards Post

lookingforclues replied to the Dealing with Debt board. 06:49

Re: Finally made it

BUT surely the goal should be to maximise credit worthiness so that debt is available IF a sober decision is that it is better for you than to not.

I'm struggling to think of a single situation where credit is better for you than not. [more]

Fri Jun 12

NL

Boards Post

lookingforclues replied to the Tennis board. 09:50

Re: Wimbledon very open this year

The only other chap who has at least a reasonable chance at tempting odds (20/1 available) is Nadal. I know there are many reasons not to fancy him or Wawrinka but they have at least both proven themselves at top level and won Grand slams. Also Nadal [more]

Thu Jun 11

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:07

Re: Tactical Call

You're calling a top but not a re-entry point

Well, he kind of did in the OP with the 'hopefully 10% lower' quote. I think most on here would agree that hopping in and out of the market for much less than this is unlikely to be [more]

NL

Boards Post

lookingforclues replied to the Trading My Way To A Million board. 06:48

Re: New position - long SVXY and short S&P calls

This is how I see the search for a winning strategy with derivatives;

http://www.bigwilliestyles.com/perpetual-motion-machine/

Sorry, more cynicism I [more]

Wed Jun 10

NL

Boards Post

lookingforclues replied to the Tennis board. 07:55

Re: Wimbledon very open this year

Not really a dark horse but best value IMO is probably Wawrinka available at 16/1. Two Grand Slams behind him, including the last, on form and confident, game well suited to grass (athough record at Wimbledon not great). Also should be ranked in top [more]

Mon Jun 8

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 08:07

Re: Number of Holdings

We have debates about the benefit of diversification, but there is also the issue of quality and whether having more companies - some of which are of a lesser quality - is beneficial.

How do you assess quality? Are you saying you [more]

NL

Boards Post

lookingforclues replied to the Trading My Way To A Million board. 07:13

Re: Call me a glutton for punishment...

The simplest, and slightly ironic, answer to reaching a million is to avoid trading altogether and spend the bulk of your working life living below your means, saving and investing. Most people of my generation (I'm 54 now) could have reached this [more]

Sun Jun 7

NL

Boards Post

lookingforclues replied to the Trading My Way To A Million board. 07:45

Re: Call me a glutton for punishment...

Hi DEM

So you have to do a Buffett, Bolton, Woodford etc., which is hardly a prudent base case assumption!

The returns these chaps have made stand out because they were achieved with diverse portfolios. A more concentrated [more]

Show More Activity ...

Boards Stats & Trivia

Big gold star, 5000 posts
Board Posts 6828
Recs Received 14536
People who have rec'd these posts 1824
Recs to Posts Ratio (last 30 days) 4.80
Threads Started 398
Threads Started Percentage 5.83 %
Most Frequent Board Property - Markets and Trends
Very First Post Re: costs ! (26/08/2007)
Percentage of Posts Rec'd 60.79 %
Show lookingforclues’ 10 Latest Posts