Broomer's Blog

From the monthly archives: February 2018

We are pleased to present below all posts archived in 'February 2018'. If you still can't find what you are looking for, try using the search box.

So, how are we doing?

Our Managed Portfolio Service has just passed through its three-year anniversary. While we do not look to compete principally on performance, I was curious to see how our portfolios have done in relation to others.

In the below chart, we have added the fee adjusted performance and volatility characteristics of our longest standing volatility managed portfolio range. These portfolios (highlighted in orange) can be compared to funds in the IA Volatility Managed sector.

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Crypto-currencies

The link to this article contains one of the best descriptions I have read of how the crypto currency market is structured and how it may develop. For those interested in the subject, I strongly recommend it.

I have not met with the authors nor for that matter with anyone from the Australian based Platinum Asset Management. The firm does not have any funds readily available for sale in the UK. The Platinum website has developed enormously over the years and the insights section is well named. The firm's principal, Kerr Nelson, was recommended to me by an old colleague and I have kept an eye on his views ever since.

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