Investment Strategies

Education

25 Jan 2025 / Education

Portfolio Review 2024 – Mark Bentley

Introduction This is now my fifth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, “asset types” and investment accounts. My…

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Collective Investments

24 Jan 2025 / Collective Investments

Will Passive ETFs be the Death of Capitalism?

A growing trend of flows away from active investors to passive index trackers may damage the price discovery process and efficient capital allocation. My attention was recently drawn…

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Company News

6 Dec 2024 / Company News

Nvidia might be the biggest name in AI right now, but here’s why you should know about ASML

This article reflects the opinions of its author and not necessarily those of ShareSoc. If you are a technology investor or simply tech-curious, you have likely heard of…

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Collective Investments

20 Nov 2024 / Collective Investments

Funds should not be judge and jury of their benchmarks

This article reflects the opinions of its author and not necessarily those of ShareSoc. Royal London marketing email re profit sharing prompts Cliff Weight to investigate the real…

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Corporate Governance

1 Nov 2024 / Corporate Governance

The Future of Smaller Company Capital Markets in the UK

This article reflects the opinions of its author and not necessarily those of ShareSoc. New Financial Report Launched On 17th October, I attended the launch of New Financial’s…

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ShareSoc

5 Sep 2024

Risk, Returns and Optimising Performance

There are various straightforward steps that self-directed investors can take to evaluate their portfolio and ensure it is balanced, appropriate to their needs and producing optimal returns. This…

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Economics

5 Sep 2024 / Economics

What really drove August’s market sell-off?

In the first week of August, global stock markets sold off sharply – but what was driving that correction? Ram Sachdev highlights the pivotal role played by the…

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Education

10 Apr 2024 / Education

Wealth Management Advice versus DIY investing

This article reflects the opinions of its author and not necessarily those of ShareSoc. £300 or £3,400 of fees (i.e. costs) you pay each year? £300 or £3,400…

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Education

23 Jan 2024 / Education

Portfolio Review 2023 – Mark Bentley

This article reflects the opinions of its author and not necessarily those of ShareSoc. Introduction This is now my fourth annual comprehensive portfolio review. See my 2020 review…

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Fixed Income

9 Nov 2023 / Fixed Income

Bonds

This article reflects the opinions of its author and not necessarily those of ShareSoc. Is it time to buy bonds? I have personally been a huge sceptic of…

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Education

19 Jan 2023 / Education

Portfolio Review 2022 – Mark Bentley

This article reflects the opinions of its author and not necessarily those of ShareSoc. Introduction Following on from my reviews in 2020 and 2021, I have now conducted…

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Education

4 Jan 2023 / Education

Year End Portfolio Review of 2022 – Roger Lawson

The views expressed in this article are those of its author and not necessarily those of ShareSoc. As I have published in previous years, here is a review…

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