articles by Tim Kelley
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Again with Investment Risk
Tim Kelley
February 8, 2019
As regular readers will know only too well, one of my pet peeves in investment markets is a lack of understanding of the role played by chance. Continue…
by Tim Kelley Posted in Investing Education.
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The Magic of Uncorrelated Returns
Tim Kelley
January 21, 2019
Most investors have an intuitive sense of the benefits of diversification: it’s easy to see how having all your eggs in one figurative basket could end very badly if the chosen basket were to hit the rocks at some point and most people are more comfortable spreading things around a bit to achieve more consistent and predictable results. Continue…
by Tim Kelley Posted in Investing Education.
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Portfolio Puzzle – The Solution
Tim Kelley
December 10, 2018
In a recent post, we set out the following 20-stock portfolio, and invited readers to think about the investment style and process behind the portfolio. To recap, the individual holdings and weights were as follows. Continue…
by Tim Kelley Posted in Investing Education.
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How to invest in turbulent times
Tim Kelley
December 5, 2018
If current market volatility is causing you some grief, don’t worry – you’re not alone. A lot of quantitative investors are being hit. One of them, Cliff Asness, has some sage advice that should see you through even the toughest of times. Continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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Portfolio Puzzle
Tim Kelley
November 26, 2018
Here’s a quick test to get your week started. It’s not the sort of test that necessarily has a right or wrong answer, so don’t spend too much time trying to nut it out, but take a look at the stock portfolio set out below: Continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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A Simple test of your time horizon
Tim Kelley
November 15, 2018
We – along with many others – talk a lot about the benefits of being able to take a long-term view in equity markets. A study of history shows clearly that equity markets regularly throw up challenges to investor patience, and that those investors best able to meet these challenges are likely to do better. The very best investors are often people who have mastered the art of doing nothing at crucial times. Continue…
by Tim Kelley Posted in Investing Education.
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Reducing our Weighting to Cash
Tim Kelley
November 6, 2018
In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Two strikes and still hitting: Paula Dwyer’s tough run this racing season
Tim Kelley
November 5, 2018
Colin Kruger and Nick Toscano wrote an article in The Sydney Morning Herald which discusses how both Tabcorp and Healthscope have recently suffered from investor rebellions over executive pay and performance. Tim comments on Healthscope. Read here.
by Tim Kelley Posted in On the Internet.
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Navigating Choppy Markets
Tim Kelley
October 29, 2018
October has been unkind to equity investments. As I write, the ASX200 is down more than 8 per cent month to date, and most global indices show similar numbers. At a time like this, concepts that previously seemed theoretical become much more tangible, and investor focus naturally shifts from return to risk. Continue…
by Tim Kelley Posted in Market commentary.
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Healthscope says it has not lost investor support
Tim Kelley
October 25, 2018
Carrie LaFrenz wrote an article in the Australian Financial Review which discusses Healthscope and the shareholder feedback in relation to the bid from BGH and the challenges facing the company ahead of its annual meeting next Wednesday. Read here.
by Tim Kelley Posted in Health Care, On the Internet.
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