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Money Matters Blog – Introduction

Money Matters Blog – Introduction

Money Matters is a bi-weekly financial advice column that Mark has been writing for the District Mail, the local newspaper in the Helderberg, since 2001. We see this column as part of our corporate responsibility work as most of the

mw@dmin June 30, 2016September 23, 2016 Uncategorized Read more

Proper Investor’s input is best  

Proper Investor’s input is best  

Harry Markowitz developed Modern Portfolio Theory, which theorized that investors could design a portfolio to maximize returns by accepting a quantifiable amount of risk.  In other words, investors could reduce risk by diversifying their assets and asset allocation of their investments using

mw@dmin January 14, 2021January 14, 2021 Investment Risk, Investment Strategies, Investor Behaviour Read more

Here’s looking forward to the mirror image of 2020 for 2021

Here’s looking forward to the mirror image of 2020 for 2021

Driving to Cape Town on the N2 last week I witnessed a young lady come to near standstill as she turned her head around to look-in her back window in order to check on approaching traffic before changing lanes.  This

mw@dmin December 10, 2020December 10, 2020 Investment Strategies, Market behaviour, Market Drivers Read more

Beware TINA!

Beware TINA!

The tile of this week’s article sounds more like a tropical storm warning than a warning to investors, which may be appropriate given that TINA can be just as devastating on your wealth as a category five hurricane when making

mw@dmin November 26, 2020November 26, 2020 Equities, Market Drivers Read more

Covid-19 causes K-shaped crisis

Covid-19 causes K-shaped crisis

The recent COVID-19 crisis should be a reminder that sh…t happens and the importance of stress testing your personal finances.  The shape of the recovery is best described by the letter K  with the upward sloping arm of the K

mw@dmin November 17, 2020November 17, 2020 Investment Risk, Investment Strategies, Market behaviour, Market Drivers Read more

Better returns over the next five years

Better returns over the next five years

As it turns out my crystal ball really works.   Unfortunately, I only realise that now after going through all my articles written in 2013 when the crystal ball correctly predicted the lousy returns of the last 5 years.  Of course,

mw@dmin October 29, 2020October 29, 2020 Hello world, Market behaviour, Market Drivers Read more

Do nothing is the hardest rule of all to get right

Do nothing is the hardest rule of all to get right

Guru investor Terry Smith,  founder of the phenomenally successful Fundsmith in the UK, has a remarkably simple investment philosophy based on three investment rules: Invest in a good business Pay a fair price for the business Do nothing! I will

mw@dmin October 15, 2020October 15, 2020 Investment Risk, Investment Strategies, Investor Behaviour Read more

Debt spiral – deal with it now or never

Debt spiral – deal with it now or never

“Never let a good crisis go to waste”. Winston Churchill Have you ever stood on a cliff and felt the way your mind and body respond to the threat of being one step away from sure death?  It is a

mw@dmin October 1, 2020October 1, 2020 Investment Strategies, Market Drivers Read more

The end of value investing?

The end of value investing?

Value style managers have struggled on a relative basis to keep up with broad market indices, which have been driven higher by a handful of mega-cap quality / growth companies mainly listed in the US.   Value managers have been underweighting

mw@dmin September 17, 2020September 17, 2020 Investment Strategies, Investor Behaviour, Personal Finances Read more

Wholesale buy-in to Covid-19 “spook story” is costly

Wholesale buy-in to Covid-19 “spook story” is costly

I would much rather be writing about something other than Covid-19, but this is clearly the only story in town.  I use the word story purposely not to make light of the pandemic, but as a play on the word

mw@dmin September 3, 2020September 3, 2020 Market behaviour, Market Drivers Read more

The meaning of capitulation

The meaning of capitulation

The investment industry uses some very descriptive words in describing investor behaviour and one of these is capitulation, this is the point when investors throw in the towel. Throwing in the towel is boxing speak for give-up. Picture the towel

mw@dmin March 19, 2020March 19, 2020 Investment Risk, Investor Behaviour, Market behaviour, Market Drivers Read more
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