Pearls of Wisdom
Here’s a selection of timely pearls of wisdom from our investment partners at Dimensional Fund Advisers.
Who would have thought that BlackBerry mobile phones (hands up if you owned one too) would be usurped by competitors. A timely lesson if you’re looking at the “magnificent seven” stocks in the USA and thinking their dominance will continue uninterrupted.
Looking beyond the investment returns of those “magnificent seven” shares (Nvidia, Meta, Tesla, Amazon, Alphabet, Microsoft and Apple).
Looking Beyond the Magnificent 7
“Understanding the balance between luck and skill in fund management is crucial.” David Jones explores this crucial concept, contrasting fund management with his own experiences and fortunes on the golf course and at the races.
Dimensional Founder David Booth, contrasts his love of Basketball with a lifetime of investing. “In both basketball and stockmarkets, we don’t know who is going to win, but we know someone is going to win—and that win will carry us all forward in some way.”
What I See When I Watch Basketball
Finally, we end with an article looking at three common investing mistakes, all three of which we regularly observe.
These articles are for information purposes and do not constitute financial advice, which should be based on your individual circumstances.
If you have a question relating to any of these topics, please get in touch or complete the form below or give us a call on 01825 76 33 66.
Second Opinion Service
We often seek out more than one perspective for matters of health. The same common-sense advice can apply to financial health as well. That’s why we offer our second opinion service.
If you, your family or close friends could benefit from a fresh perspective, please let us know in the form below. Any information you share with us will be treated with the careful handling it deserves.
At a second opinion meeting, we’ll assess where you are now, where you want to go, and the best ways we see to close that gap. If you could potentially benefit from working with us, we’ll say so. If we find you are already on the right financial path, we’ll tell you that as well.
