Tag: Vistafolio
Vistafolio Update: A Difficult Patient in October
Rising costs, interest rates, and capacity constraints remain a concern. But we are still focused on capturing value in this difficult market.
Vistafolio Update: Chinese Fears in September
The fallout from the Evergrande crisis, as well as inflation worries, proved to be a drag on the markets. Here’s how we fared in September.
Vistafolio Update: Summer Holiday Distractions in August
Delta, China’s slowdown, and summer-holiday bikinis have all distracted the market. But our long-term investment strategy remains intact.
Vistafolio Update: Buying the Dip in July
There’s been some heavier drawdown this month as the market shows signs of more egregious fears sweating across the brows of investors.
Vistafolio Update: Looking for Direction in June
June has been bumpy as the market takes a pause, looking for direction. Which way will the winds of inflation blow?
Vistafolio Update: Going from Strength to Strength in May
As speculative companies falter, our robust value picks continue to steadily grow. Here’s where we’re seeing long-term potential.
Who Really Invests More Ethically: The Left or the Right?
Do you want to invest ethically? Where do you start? Here’s how to keep your cognitive bias in check and find a positive path forward.
Vistafolio Update: Rising Markets in April
What we are seeing now is continued recovery from Covid fear, exemplified by our portfolio of quality businesses with managed downside.
Vistafolio Update: A Positive Upswing in March
March has been a warm and prosperous month. Our investors have benefited hugely from a recovery led by vaccination and pent-up demand.
How to Find Growing Stocks Outside the Tech Bubble
It’s painful. The stock market has just gone through a dramatic tech sell-off. So why are our Vistafolio clients grinning from ear to ear?
Vistafolio Update: An Upbeat February With Positive Results
February was on a tear, thanks in part to excellent vaccination progress in the UK. We have considerable focus here due to opportunity.
Vistafolio Update: Finding Value During a Subdued January
2021 has seen a subdued start to the markets, but there is still value to be had for patient investors. Here’s what we’re watching out for.
Vistafolio Update: December Santa Rally and Looking Ahead at 2021
December has given us a stock surge, providing a healthy boost for our investment portfolio. Now we’re looking forward to what comes next.
Vistafolio Update: Market Surge Gives Us a Happy November
Happy November! I’m pleased to say this month has been among the best on record. Here’s why the market has been so positive.
Vistafolio Update: Holding and Buying Amidst Volatility
October has been a month of holding on and buying value where we can see it without excess risk. Here’s what the future might look like…