Blogroll
-
Recent Posts
Archives
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- July 2020
- June 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
Categories
Meta
Recent Comments
Monthly Archives: February 2014
Magic Formulas and Raspberry Pis
Is investing like computer programming? The gut reaction would be to say “no”. Investing is a very “soft” skill, whereas programming is a “hard” skill, almost as uncompromising as mathematics. There are, however, some interesting points of commonality that I’d … Continue reading
Posted in Computers, Magic Formula Investing
Leave a comment
Escaping the grip of the #Python
I’m a programmer with a knowledge of a fair range of languages: Basic (obviously), C , C++ (urgh!), Fortran, Java, VBA, Lisp, Scheme, Smalltalk, Forth, and my beloved Python. I did my PhD using Fortran, and professionally using C, maybe … Continue reading
Posted in Computers
2 Comments
Magic Hat portfolio turns 3
My Stockopedia “Magic Hat” Fantasy Fund (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) recently turned 3 years old. It returned 41.6% over 3 years, compared with 15.1% for the FTSE 350. That’s pretty good, although not spectacular, as it represents an annual outperformance of only 7.2%. … Continue reading
Posted in Magic Formula Investing
Leave a comment
CWC sold
I sold out on CWC (Cable & Wireless Communications) today. I changed my mind. The market reaction to the IMS was lukewarm. Also, I decided that on an EV/Sales basis, the company was on a similar rating to the rest … Continue reading
Posted in Uncategorized
Leave a comment
CWC – results soon
CWC (Cable & Wireless Communications) will release its Q3 IMS on Tuesday 11 Feb, which will be interesting. I first became interested in CWC at the beginning of year, when it came up during one of my trawls. It doesn’t … Continue reading
Posted in Uncategorized
Leave a comment
FTSE100 investors did badly
Near the end of August, I reported that AIM shares were significantly cheaper than the market as a whole. If you thought that might represent an opportunity to invest in AIM and outperform the market, then you were likely right! … Continue reading
Posted in Statistics
Leave a comment
High momentum and short portfolio
PRE-AMBLE According to The Globe and Mail (http://is.gd/CfG1gX), you can beat the S&P500 by 9.3% pa by investing in large- and mid-cap stocks that are heavily shorted. The gist of their article is that if you bought heavily shorted large … Continue reading
Posted in Uncategorized
Leave a comment
February Magic Hat Portfolio
Two days ago I said (http://is.gd/vQjAjv) that I had bought some FLYB, and adjusted my Magic Hat fantasy fund on Stockopedia (http://is.gd/ySBRN6) with another Magic Formula stock. I’m pleased to say that FLY has been rocketing since I bought it, … Continue reading
Posted in Magic Formula Investing
Leave a comment
January 2014 artwork
I’m starting to learn to draw. Here’s a piece from January 2014.
My Raspberry Pi
Being a bit of a Linux nut, I set up a cheap always-on “Raspberry Pi” to acts as a web server, remote shell, mail server, git repo, and accounting software app. And here she is: The “case” that you see … Continue reading