Stephen Walters
After fret and agitation
After eight months of fret and agitation - lest I’d led loyal, trusting clients up a creek - I write with a sense of relief that...
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Stephen Walters
- Jun 14, 2022
Attempting to reconcile with my powerlessness to do any better
Why have I not written anything for the last two months? I’ve been asking myself that question. The short answer is I’ve been in shock...
Stephen Walters
- Apr 19, 2022
Where’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 Walters
- Apr 11, 2022
Choosing 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 Walters
- Mar 21, 2022
Income never goes out of fashion
These 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 Walters
- Feb 17, 2022
Risks pernicious or acute
Members of the most closely-watched financial authority in the world - the US Federal Reserve - yesterday named five risks they see in...
Stephen Walters
- Jan 25, 2022
Between Scylla and Charybdis
The Dexterity portfolio has suffered a sharp fall this month: all holdings down, with clean energy, infrastructure, cyber security,...
Stephen Walters
- Jan 6, 2022
New Year thoughts
I had recently read that Tesla is suffering production problems. This article shows the company’s teamwork and problem-solving seems to...
Stephen Walters
- Dec 31, 2021
Eroding an anachronism
Today 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 Walters
- Dec 6, 2021
Turbulence around uncertainty
The Chicago Board Options Exchange [CBOE] maintains a very useful chart of market-volatility in USA. As the Dexterity portfolio is 55%...
Stephen Walters
- Nov 15, 2021
My 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 Walters
- Nov 1, 2021
Tesla's triumph and ESG's progress
In 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 Walters
- Oct 25, 2021
Relief is sweet
Since early September I’ve been averse to write anything about the portfolio. Seeing many markets slither - prompted chiefly by the...
Stephen Walters
- Sep 6, 2021
An ETF on the theme of sustainable activities
For 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 Walters
- Aug 16, 2021
Steadfast tortoise takes the lead
I'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 Walters
- Jul 26, 2021
Chinese Takeaway
People 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 Walters
- Jul 14, 2021
Gender Equality is a powerful theme, and very ESG
So far, only two companies have entered the Gender Equality theme, but their performance is sound. Here is a chart comparing both of them...
Stephen Walters
- Jun 29, 2021
A nourishing theme, this one
Last December I bought a fresh, themed ETF called 'The Sustainable Future of Food'. It's presently unique in the UK ETF marketplace, and...
Stephen Walters
- Jun 29, 2021
Holding myself to account
For 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 Walters
- May 3, 2021
Anyone for infrastructure?
Several of you have expressed bemusement that Global Infrastructure doesn’t appear in the Dexterity portfolio. It seems an obvious theme...
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