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Investor Behaviour

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

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

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

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

Warning lights lead to change

Warning lights lead to change

This week’s article is an extract from a reply to a client’s question on whether he should reduce his share exposure or move to a balanced portfolio strategy given several “warning lights” on the horizon.   The easiest way to

mw@dmin March 5, 2020March 5, 2020 Investor Behaviour, Market behaviour, Market Drivers Read more

Investor behaviour risky

Investor behaviour risky

“Smart money” is used to describe institutional or professional investors, by default that makes the rest of us the “not so smart money”.   What seems to distinguish the “smart” from the “not so smart” is the degree of emotional influence

mw@dmin October 31, 2019October 31, 2019 Investment Risk, Investor Behaviour 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

Trade wars lead to MAED

Trade wars lead to MAED

The cold war between Russia and the USA was premised on a critical acronym known as a MAD, which stood for “Mutual Assured Destruction” in reference to the nuclear arsenal of each country and that any hot war between them

mw@dmin September 5, 2019September 5, 2019 Investor Behaviour, Market behaviour, Market Drivers 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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