What do you think about BP plc?

Published by Marc Westlake under Economics |

From time to time, we are asked for an opinion about some investment "opportunity". A while ago we were being asked if "now" was a good time to buy Irish Bank stocks and more recently the conversation has turned towards the opportunity to invest in BP plc created by the Gulf o

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GoldCore Portfolios to the end of June 2010

Published by under Portfolios |

GoldCore Portfolio performance to the end of June 2010

Our review of the performance of our portfolios to the end of June 2010 net of the fund management charges.

To view a larger version, please click on the image below

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Is gold in a speculative bubble?

Published by Marc Westlake under Economics |

Many commentators are currently claiming that gold is in a speculative bubble and that therefore the price is sure to collapse shortly.

We believe that attempting to form a portfolio based on predictions of the future is bound to fail simply because the future is uncertain.News and events

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Do absolute return funds belong in my portfolio?

Published by Marc Westlake under Wealth |

The investment fund of the moment is absolute return. Naturally, the idea of an investment which offers investors the prospects of  gaining when markets rise, but avoiding the nasty losses when markets decline is attractive.

Financial advisers are also getting behind these funds and

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GoldCore portfolios to the end of May 2010

Published by under Portfolios |

Although markets around the world have sold off in May, the size of the declines has been smaller than the recent fall in the value of the Euro.

Consequently, a globally diversified investor has gained more on the currency swings than they have lost on the stock market roundabouts. Once ag

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Currency investing

Published by Marc Westlake under Economics |

With the recent declines in the Euro many commentators are suggesting investing in alternative currencies as a way of protecting investor's wealth.

We tested this recommendation and conclude that investing in  foreign currencies does not present a viable alternative for investors seek

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Current markets and the effect on GoldCore Portfolios

Published by under Portfolios |

Financial Markets are once again testing investor's nerves with the Euro currently at around a four year low against the dollar. It is perhaps the speed of the recent declines that has caused the most anxiety amongst our clients. We have therefore considered the recent market volatility and the

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GoldCore portfolio performance to the end of April 2010

Published by Marc Westlake under Portfolios |

The recent bout of bad news hitting the press will understandably caused some concerns however, the attached performance to the end of April 2010 confirms that a globally diversified approach continues to offer investors the best way of charting a course through these uncertain times.

Plea

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No one to rival the small cap manager

Published by Marc Westlake under News |

In an interview in the Financial Times, Andrew Cain at Dimensional Fund Advisors explains why more rivals are not following Dimensional's approach.

GoldCore Ltd are one of only a handful of financial advisory firms around the world approved to distribute investment funds from Dimensional

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GoldCore simulated portfolios to the end of March 2010

Published by Marc Westlake under Portfolios |

In the 12 months to the end of March 2010 the MSCI World Index has increased by 53.23% in US$ terms.

Looking at the history of annual MSCI data to the end of March for all periods as far back as 1970 this return is only beaten by the 12 months to the end of March 1986 with a retu

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