Stephen WaltersApr 19Where’s the place to be?Even if the pandemic be past; with inflation at 7%, still broadening and entrenching; maritime supply lines in a log-jam; UK political...
Stephen WaltersApr 11Choosing for young people, and for anyone cautiously disposed.These two charts by Google show worldwide interest is fading not only in Covid but also Ukraine. In no position to judge anyone for their...
Stephen WaltersMar 21Income never goes out of fashionThese last four weeks I’ve not had anything valuable to say, and been in apprehension lest anyone imagine on money I place a value higher...
Stephen WaltersFeb 17Risks pernicious or acuteMembers of the most closely-watched financial authority in the world - the US Federal Reserve - yesterday named five risks they see in...
Stephen WaltersJan 25Between Scylla and CharybdisThe Dexterity portfolio has suffered a sharp fall this month: all holdings down, with clean energy, infrastructure, cyber security,...
Stephen WaltersJan 6New Year thoughtsI had recently read that Tesla is suffering production problems. This article shows the company’s teamwork and problem-solving seems to...
Stephen WaltersDec 31, 2021Eroding an anachronismToday is a timely moment for me to reflect on ETF: where they’ve reached and where they’re going. Financial Times recently reported the...
Stephen WaltersDec 6, 2021Turbulence around uncertaintyThe Chicago Board Options Exchange [CBOE] maintains a very useful chart of market-volatility in USA. As the Dexterity portfolio is 55%...
Stephen WaltersNov 15, 2021My confidence restored; nothing to do with cannabis.Inflation in the USA having jumped to the highest level in thirty years; the uncertainty that brooded in markets from Feb to October has...
Stephen WaltersNov 1, 2021Tesla's triumph and ESG's progressIn response to an order from Hertz for 100,000 cars, the share price now values Tesla at $1 trillion. It’s only the sixth such company;...
Stephen WaltersOct 25, 2021Relief is sweetSince early September I’ve been averse to write anything about the portfolio. Seeing many markets slither - prompted chiefly by the...
Stephen WaltersSep 6, 2021An ETF on the theme of sustainable activitiesFor those of you with either new cash, or with profits you’ve taken; or money divested from an unfulfilling fund; I propose you consider...
Stephen WaltersAug 16, 2021Steadfast tortoise takes the leadI've wanted to look at Clean Energy's dramatic rise and precipitous fall in the spring, in the context of other funds' performance. I...
Stephen WaltersJul 26, 2021Chinese TakeawayPeople ask me why I invest in themes only globally, not nationally. The answer is I can’t render myself well-enough informed to make a...
Stephen WaltersJul 14, 2021Gender Equality is a powerful theme, and very ESGSo far, only two companies have entered the Gender Equality theme, but their performance is sound. Here is a chart comparing both of them...
Stephen WaltersJun 29, 2021A nourishing theme, this oneLast December I bought a fresh, themed ETF called 'The Sustainable Future of Food'. It's presently unique in the UK ETF marketplace, and...
Stephen WaltersJun 29, 2021Holding myself to accountFor eight weeks I've side-stepped this blog. I've not kept my pledge to write fortnightly. Maybe some of you have wondered about my...
Stephen WaltersMay 3, 2021Anyone for infrastructure?Several of you have expressed bemusement that Global Infrastructure doesn’t appear in the Dexterity portfolio. It seems an obvious theme...
Stephen WaltersApr 13, 2021Why I like themes, and when to sellThe Dexterity portfolio seems to have settled, to begin moving in the right direction again. I acknowledge both benchmarks have closed...
Stephen WaltersMar 31, 2021Wishful thinkingSeeing the Dexterity portfolio fall while both benchmarks rise is a test of my stoicism; to accept the experience without demur, even...