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- What are stock compounders?
- US Quality Dividend Growth ETF – Established stocks
- Baillie Gifford & Scottish Mortgage
- The Investor’s Dilemma
- US Dividend Aristocrats ETF – Payment Pedigree
- The disruptors: Google, Apple, Facebook & Amazon
- Global Passives – Buying the world
- How to get rich in funds
- What’s your default, dummy?
- The case for global funds
- Capital Preservation Trusts – CGT, RICA & PNL
- Risk – Reducing drawdowns
- What is quality investing?
- War, wealth, and inflation
- Payment sector: Visa, MasterCard & PayPal
- Portfolio balance – Key Principles
- S&P 500 Min Volatility ETF – First Thoughts
- US Quality Income ETF – First Thoughts
- Fidelity European Trust – The best of Europe?
- Smithson (SSON): Interim results first look
- Market drivers – Valuation, earnings, inflation & rates
- Currency hedged funds – Pros and Cons
- Tech Trumps Consumer Staples
- Fundsmith Equity Fund 2019 ASM notes
- S&P 500 – Top Ten from Uncle Sam
- Blue Whale Growth Fund – First thoughts
- Global Quality Dividend Growth ETF – Kerching!
- Global Quality Dividend Growth ETF – Breakdown
- L&G Global Infrastructure – Utilities & Railroads
- Q3 updates – Tech & Gaming