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What you don’t want to hear from your financial adviser

What you don’t want to hear from your financial adviser

As investors we hate ambiguity, we want certainty, which is why we dislike the idea of randomness.    We want our advisors / managers to know exactly what is going on.  Financial experts must speak confidently and explain what is driving

mw@dmin September 23, 2021September 23, 2021 Investment Strategies, Investor Behaviour, Personal Finances Read more

Financial advisors also act, speak like preachers

Financial advisors also act, speak like preachers

At gym, the other day a local minister mentioned that he regularly read my article.   He questioned me on the difficulty of selecting a new topic each week.   His passing words were, “at least you know how we ministers feel

mw@dmin July 15, 2021July 15, 2021 Investor Behaviour, Personal Finances 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

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

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

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

Retirement is a ticking bomb

Retirement is a ticking bomb

I fear the average South African is facing a ticking time bomb iro underfunded retirement as we continue to kick the proverbial can down the road until we are forced to deal with the reality of the situation and then

mw@dmin July 18, 2019July 18, 2019 Estate Planning, Retirement Read more

Do you trust robots for advice?

Do you trust robots for advice?

In a world of accelerating disruption where technology as enabler allows a person to build a billion-dollar business from their parent’s basement even the most established business models are no longer secure. The disruptors quickly become the incumbents at risk

mw@dmin June 27, 2019June 27, 2019 Investment Strategies, Investor Behaviour Read more
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