The Blincoe Blog

Climbing the wall of worry
It's natural to feel cautious about investing. But history has shown that companies and stock markets are highly adaptable, rewarding long-term investors.
"Bears sound clever, but bulls make money"

Politics and investing
Does a change in government signal a change in prospects for the UK Stock Market?

Portfolio rebalancing
Why we endorse 'tolerance-based' rather than calendar rebalancing
"Eat. Sleep. Rebalance. Repeat."

Home bias in investing
Most investors have a home bias when investing, but this can add risk and reduce expected returns
"The average UK investor holds around 80% their portfolios in UK stocks [Interactive Investor]"

Venture Capital Trusts - what, why & how?
VCTs offer exposure to the 'companies of tomorrow' (AI, autonomous driving, e-mobility, health tech, etc.) and come with generous tax perks, but they're not for the faint-hearted...
"Power investing on steroids"

The Power Law in investing (and the perils of picking stocks)
The bulk of stockmarket returns come from a surprisingly small cohort of companies.
"Don't look for the needle in the haystack. Just buy the haystack."

The humble GIA
GIAs are simple, low cost and probably more tax efficient than you think
"Where you hold your investments can be as important, if not more important, than what you actually invest in”

All aboard the Rudolph rally!
Exploring average stockmarket returns by month and whether the evidence supports 'sell in May' and a Christmas rally
"It's beginning to look a lot like Christmas (again)"
