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Investment Strategies

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

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

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

Investors, beware of ‘Tina’

Investors, beware of ‘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 October 17, 2019October 17, 2019 Equities, Investment Risk, Investment Strategies Read more

Look for long-term investors

Look for long-term investors

The debate on active vs. passive investment strategies is never ending. If you google active vs. passive there are tens and thousands of articles on the topic. For less informed readers, passive investment strategies refer to tracker or index funds,

mw@dmin October 3, 2019October 3, 2019 Investment Strategies, Investor Behaviour, Market behaviour Read more

Pessimist trumps optimist

Pessimist trumps optimist

Why is it as investors we are most susceptible to a pessimistic viewpoint over the optimistic outcome. Quite simply because we experience the pain of loss twice as much as the pleasure of gains and therefore fear is a stronger

mw@dmin September 19, 2019September 19, 2019 Investment Strategies, Investor Behaviour Read more

Don’t quit now, rather crawl; there will always be an upside

Don’t quit now, rather crawl; there will always be an upside

As a child I grew up thinking that I would one day run the Comrades marathon. I read somewhere older athletes were better suited to the long distance, which was the excuse a clung to until the dream faded into

mw@dmin August 22, 2019August 22, 2019 Investment Risk, Investment Strategies, Investor Behaviour Read more
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