lookingforclues’ Activity

Yesterday

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 15:24

Re: Forward real interest rates

I do not know what a scroat is worth

Is a single scroat the same as a scroatum?

NL

Boards Post

lookingforclues replied to the Options, CFDs & Spread Bets board. 06:46

Re: FTSE down again

GS

Blimey, that is the most insane thing I've seen for a long time.

I tend to watch the UK market more closely than the US and there has been a pattern over the past couple of years of sharp reversals followed by equally [more]

Thu Dec 18

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 08:58

Re: Permanent Portfolio 2014

The FT100 is often highly tilted towards individual stocks/sectors and the FT All Share also being a cap weighted index is predominately a mildly watered down FT100. With such tilting if the heaviest weighted stocks/sectors do endure a bad year [more]

NL

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lookingforclues replied to the Investment Strategies board. 08:19

Re: Optimum Percentage of Overseas Stock

No, they are not comparing the volatility of the two markets.

From the link;

The analysis shows that a portfolio 100% invested in UK equities over the period had a volatility of 16.1% p.a. while one invested 100% in [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:00

Re: Optimum Percentage of Overseas Stock

Geoff100

They are using the performance of the UK market and the world ex - UK over relatively recent history. They are not comparing the two.

They are comparing the risk (volatility) of the two and using that data to come up [more]

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 06:49

Re: Permanent Portfolio 2014

jfh55

Does the PP really use the FTSE 250? I would have thought the FTSE all-share would be the benchmark and, if so, the total return since start 2009 is about 120% rather than the 178% your figures give.

You quote a total return [more]

Wed Dec 17

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 09:05

Re: Optimum Percentage of Overseas Stock

The problem with comparing the UK economy, and stock market, with the Global one is that you are looking back at one of the relatively few countries (the US would be another example) that has not suffered a major shock. I don't mean 30's or 70's [more]

NL

Boards Post

lookingforclues replied to the Oil & Gas - Companies board. 07:02

Re: My name is Tournesol….

Define Safe - presuming you mean cash ISA's/trackers?

Tournesolf said safer not safe.

Holding a portfolio of shares that are weakly correlated is safer than a portfolio of highly correlated shares. Simply spreading the same [more]

Tue Dec 16

NL

Boards Post

lookingforclues replied to the Investment Strategies board. 07:13

Re: Poll for experienced investors

I'm also struggling a bit with this poll. There seem to be a lot of factors that are connected, or even dependent upon each other, in your intended analysis.

I would be more inclined to start with accepted fundamental valuation approaches [more]

Sat Dec 13

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 12:58

Re: Hold firm HYPers!

I could be persuaded with data

http://www.telegraph.co.uk/finance/personalfinance/investing......

FWIW :-)


Very little IMO. Only 20 years [more]

Fri Dec 12

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 17:51

Re: Thought for the day

My Bloomberg says 4.6%

Do you have a link for this as I'm struggling to get to the yield from the Bloomberg website?

NL

Boards Post

lookingforclues replied to the Options, CFDs & Spread Bets board. 10:40

Re: FTSE down again

I have flat vol, net long puts and very short index futures (All SPX). Am I mad? Hate buying calls when VIX this high, but maybe I should? Personally I think we go sideways for a bit... probably be very wrong though :-(

It's not the [more]

NL

Boards Post

lookingforclues replied to the Beerpig's Snug board. 07:19

Re: Sports 'Personality' etc etc

It's rather fatuous to argue one is more difficult than the other. To be at the apex of just about any sport takes rare talent, great application and composure under pressure.

It's far more difficult to be at the apex of golf than F1. [more]

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 06:55

Re: Top up before year end - drawing a blank

JMN2
I don't really want to add a new one

Oh go on! At least think about it?

Then you could add not just a new share but a new sector as well.

IGG non-bank financials/gambling.

BT fixed-line [more]

Thu Dec 11

NL

Boards Post

lookingforclues replied to the Bert's Investor Sanctuary board. 19:02

Re: Thought for the day

The yield on the all-share is 3.3%.

Still better value than gilts IMO but this, or the FTSE100, is the benchmark against which to compare yields. There will always be high yield equity funds or indices just as there are high yield [more]

NL

Boards Post

lookingforclues replied to the Paulypilot's Pub - Macro Topics board. 06:27

Re: Sub Prime Risk?

So the falling oil price could have dire consequences for US growth and the financial sysstem.

Last time I looked the US was still a net importer of oil. Big time. So surely any weakness in the domestic oil industry should be more [more]

Wed Dec 10

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 13:02

Re: Hold firm HYPers!

Just for reference, looks the same as any other thread to me.


I'm guessing you're not looking at it on a 13" laptop?

lfc

NL

Boards Post

lookingforclues replied to the High Yield - HYP Practical board. 11:43

Re: Hold firm HYPers!

Luni

Yielding more than half as much again as the All-Share Index:

Please, please when you introduce one of your tables into a thread that has already started could you format it so that I don't have to zoom out two or three [more]

NL

Boards Post

lookingforclues replied to the Property - Markets and Trends board. 06:44

Re: Middle movers trapped ...

'Middle movers' trapped by rising house prices: Up to four million are unable to leave their first home because of soaring costs

It seems like only yesterday that middle movers were trapped in negative equity because of falling [more]

Tue Dec 9

NL

Boards Post

lookingforclues replied to the Oil & Gas - Markets & Trends board. 16:26

Re: I wonder...

KMcK

I do find it hard to believe that the world economy and supply and demand have changed 40% since January.

They haven't. All you need in order to explain the price fall is an inelastic demand curve;

[more]

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Big gold star, 5000 posts
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Very First Post Re: costs ! (26/08/2007)
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