MrXxxx

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About MrXxxx

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  1. Thought this might be useful for those interested in HYP https://www.ukvalueinvestor.com/performance/ What is interesting is the breakdown/report. He shows that over a period of 8 years his HYP has outperformed a FTSE All share tracker by an extra 0.3%. So for a £50k portfolio he has made an additional £7149. Now, consider that he estimates a half day a month (4hrs?) maintenance, then the 'additional work' over and above a passive investor approach means that he has 'worked' for £18.62 ph (or £893.63 p/yr). Highlights the difference between a passive vs active approach as I mentioned/questioned above. Now whether this is worth it depends on a) if you consider it work and/or enjoy the challenge, and b) if by going via a fully Investment Trust approach (very crude cost say is £50k x 1.5% = £6k costs) would produce the greater Alpha than either the passive (£90,396) or the active (£97,545)...comments/thoughts? Site also has some useful free tools as well.
  2. Thought this might be useful for those interested in HYP https://www.ukvalueinvestor.com/performance/ What is interesting is the breakdown/report. He shows that over a period of 8 years his HYP has outperformed a FTSE All share tracker by an extra 0.3%. So for a £50k portfolio he has made an additional £7149. Now, consider that he estimates a half day a month (4hrs?) maintenance, then the 'additional work' over and above a passive investor approach means that he has 'worked' for £18.62 ph (or £893.63 p/yr). Highlights the difference between a passive vs active approach as I mentioned/questioned above. Now whether this is worth it depends on a) if you consider it work and/or enjoy the challenge, and b) if by going via a fully Investment Trust approach (very crude cost say is £50k x 1.5% = £6k costs) would produce the greater Alpha than either the passive (£90,396) or the active (£97,545)...comments/thoughts? Site also has some useful free tools as well.