Equities

Introducing Equities

 

Those buying equities in a company (interchangeably ‘stocks’ and ‘shares’) become fractional owners of that business.

They can attend Annual General Meetings and influence the running of the company.

An investor can benefit from ‘income’ – the payment of dividends – and ‘capital growth’ as the value of its shares increase.

Companies to invest in range from small cap to blue chip, with online platforms providing access to global markets.

Exchanges provide liquidity and there are companies to suit every appetite for risk.

Trading equities can deliver great returns, but the consequence of getting it wrong could be total capital loss.

 

 

About Equities

  Proven – Over a long time horizon equities out perform other major asset classes. Choice – Equity investing delivers access to companies ranging from SMEs through to Blue Chips.share price Returns – Income from dividends and capital growth as share prices increase. Simple – Online platforms make it easy to trade many global equity markets. Transparent – Returns reflect the performance of the company you invest in and data is readily available. FairExchanges ensure that shares are sold at fair market price and deliver liquidity. Variety – Access to companies in every industry sector. Make it personal – Build a diverse portfolio with the exposure and risk profile you want. Limited liability – PLCs are limited liability vehicles, so you can never lose more than the amount you invest. Control – Shareholders may have some influence on the way a company is run. Rewards Shareholders may access goods and services the company provides at preferential rates; they may also receive discounted shares in the event of a rights issue.

Inside Equities

Inside EquitiesWhat are Equities?How to Value SharesWhat is the FTSE 100?What Moves Equity Prices?Income from EquitiesEquity Share ClassesSave as You EarnPreference Shares

Inside Equities

With virtually infinite choice in terms of company size, industry sector and geographic location, DIY Investor looks at some of the basics of investing in equities. When measured over a long time horizon, equities outperform most other asset classes, but when investing in individual stocks it is important that you know the basics of a balance sheet and pay due care and attention to spreading your exposure to risk until you are comfortable that you could tolerate the failure of one of the companies you choose. Whether you are searching for income or capital growth, there is content from experienced investors who explain some of the techniques they employ when evaluating a company and also articles from partners that have developed tools to diy metal3enable you to add some science to your stock picking.

What are Equities?

  Investors in equities – interchangeably, ‘stocks’, ‘shares’ or ‘securities’ – essentially buy a fraction of the company they have chosen. Companies come in all shapes and sizes but all will have shareholders; public companies will issue millions of shares that are bought and sold on the stock exchange every day. A large number of individual shareholders may own small stakes in a company, whereas large asset management companies, pension funds or insurance companies (institutional investors) may own a significant portion of a listed company. Public Limited Companies (PLCs) are limited liability vehicles which means that an individual cannot be held liable for losses that arise in excess of their investment; therefore, the potential downside of choosing to invest in a company that fails is the loss of your entire stake. More ‘liquid’ shares are readily traded on an exchange with tighter bid/offer spreads.   shares   Read more  

How to Value Shares

  With such diversity in the size, structure and strategy of companies to choose from, how do you know that the share price you are being asked to pay is a reasonable reflection of the performance of the business and how do you make an ‘apples and apples’ comparison of companies that appear to be totally different? Perhaps of more interest to the stock-picker, how do you find companies that are currently undervalued and look to unlock a profit; unless you are looking to buy stocks for the certainty and magnitude of their dividends, the likelihood is that you are looking for that elusive diamond in a coal mine?   valuation     Read more  

What is the FTSE 100?

  We hear updated FTSE 100 figures quoted every day, but what actually is it, and why does it matter? FTSE 100 is an index comprising the most valuable, ‘blue chip’ companies listed on the London Stock Exchange and is seen as a barometer of the health of major companies in the UK and the wider UK economy. Started on 3rd January 1984, the FTSE 100 was jointly owned by the Financial Times and the LSE (hence FT and SE) and ‘100’ by virtue of the number of companies that it includes. The value of the FTSE 100 at launch was arbitrarily set at 1,000 which represented the combined value of the top companies on that day – say £100 billion. If a year later these companies were worth £200 billion the FTSE 100 index would be 2,000.   ftse 100     Read more  

What Moves Equity Prices?

  When a listed company updates investors on its performance and progress, a figure that is eagerly awaited and pawed over is its earnings figure. Sometimes known as the ‘attributable profit’, the company’s profit after tax is the amount it has made on behalf of its shareholders. The single biggest factor in moving a share price up or down is when a company announces that its future profits are now expected to be higher, or lower, than had previously been predicted, thus making its cumulative EPS target more, or less, achievable.   shares 2     Read more  

Income from Equities

  Investing for income has come to the fore in the low interest environment that has existed in the UK for the best part of the last decade and all the more so since 2015 pension reform removed the requirement for those reaching retirement age to purchase an annuity. Companies tend to announce the dividend they are proposing to pay at the same time as they reveal their earnings figures. A metric for measuring and comparing the relative size of company dividends is the Dividend Yield which is the dividend as a percentage of the company’s share price. In a broader context, does the £100 you have invested in Acme Cleaning Co give you a better return than you could achieve from the more certain return of buying a bond or the absolute certainty of the interest earned in a savings account? If not, then that may not be a sound investment and even if it does pay you more, is the difference enough to warrant the additional risk of investing in a single stock?   dividends       Read more  

Equity Share Classes

  Most UK limited companies will have just one share class – sometimes ‘ordinary’, ‘common’ or ‘voting’ shares – but it is possible for a business to have two or more distinct groups of equities in existence at any one time. Ordinary shares are the most common form of share in the UK and ownership gives the right to its owner to share in the profits of the company, dividends, and to vote at its general meetings. It is called ‘ordinary’ stock to differentiate it from ‘preference’ stock which may be issued to founders or early investors in a business and may attract different benefits as a hybrid debt/equity instrument. In the event of liquidation, preference shareholders are subordinate to bondholders and creditors (including employees) but senior to ordinary shareholders in the pecking order when it comes to their claim on a company’s assets. Because of this hierarchy, holders of ordinary stock often get nothing in the event of a company going bankrupt; however, over time, ordinary shares tend to perform better than either preference shares or bonds in the market.   share certificate       Read more    

Save as You Earn and Share Investment Plans

  Save as You Earn (SAYE) is a government scheme that helps people to buy shares in the company they work for, allowing them to save between £5 and £500 (tax year 2015/6) each month. Share Incentive Plans (SIP) allow employees to buy shares in their company in a tax efficient way or be gifted shares by their employer. For many this may be an introduction to share ownership in a low risk way and it comes with attendant benefits in terms of motivation and staff retention for the employer.   joy     Read more    

Preference Shares

Investing for income, sometimes ‘income investing’, is any investment that can generate a cash income in the form of dividends or interest payments. When applied to equity income investing this can mean looking for companies that pay regular and reliable dividends; the compounding effect of reinvesting these dividends can deliver solid long term returns. A source of predictable income are ‘fixed-income’ products, where the investor loans money to the government (gilts) or a company (corporate bonds) and in return receives guaranteed interest payments (coupons) for the duration of the loan; the size of the coupon reflects the level of risk that the borrower will not be able to repay the loan. Income investors attracted by the dividends that can be generated by shares, but reassured by the certainty of bonds, may consider a lesser known investment – preference shares – which offer some of the highest yields available to the DIY investor. Preference shares, or ‘prefs’, are a hybrid between an ordinary share and a corporate bond, and may represent an attractive opportunity for investors willing to spend a little time getting to grips with them. Along with shares and corporate bonds, preference shares are another way in which listed companies raise money, but they differ in terms of the rights an owner has in terms of being paid an income, and what happens if they are not. Preference shares are listed on the stock market, like ordinary shares, but differ in that they pay holders a fixed dividend, usually twice a year, just like the coupon paid on a bond.   Masks     Read more    

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Nov

What cockroaches have to do with Wall Street

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30th


Oct

Investing Basics: Using Diversification to Defend Your Investments

Being a successful investor is dependent on a combination of factors - there’s no single winning

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19th


Oct

UK ‘veering off course’ as climate change takes a backseat

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16th


Oct

The IPO apocalypse

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14th


Oct

A manifesto for tech

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6th


Oct

European equities: Oui ou non?

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30th


Sep

Investing Basics: Investing in sports

Over the long term, a successful sporting team should be able to grow its revenue from an

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29th


Sep

Survey shows retail investors turning away from ESG investing

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29th


Sep

Investing Basics: What are bears and bulls?

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25th


Sep

Investing Basics: What are equities?

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24th


Sep

September Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in September

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3rd


Sep

Backing the startups of tomorrow

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21st


Aug

Investing Basics: Income from Equities

DIY Investor's guide to earning income from equities

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22nd


Jul

Guest Post: Top mobile apps for traders  

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13th


Jul

DIY Investor Magazine Issue 34

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12th


Jul

Perspective: Why investors can’t overlook the ‘S’ in ESG

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21st


Jun

Research highlights corrosive effect of DIY broker fees

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16th


Jun

European equity markets under pressure

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13th


Jun

DIY investors say they prioritise ‘logic’ and ‘information’ when making investment decisions

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29th


May

Reality strikes Global markets

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27th


May

Every bear market has its own distinguishing features

This time the cause and speed of the falls are, so far, the unique features

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27th


May

The importance of cash flow when investing for income

Why cash flow is so important when investing in equities for the purpose of income

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23rd


May

Investing Basics: Income investing 101

More and more are taking control in pursuit of financial independence; here is an introduction to

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23rd


May

Investing Basics: What is Equity Crowdfunding?

DIY Investor's introduction to investing in start-up and early stage companies

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20th


May

Investors are ‘trying to catch the falling knife’

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20th


May

Lockdown changed the world, and now ethical investing will too

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20th


May

Classic Investment Mistakes and how to Avoid Them – Part 3

Not selling poorly performing stocks, and mixing investment strategies

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20th


May

Investing Basics: Becoming a better DIY investor

Richard 'Greediz' Gould explains the psychological biases that can damage your wealth

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20th


May

Diversification – How many stocks should you hold in a DIY investment portfolio?

DIY investor Matt Bird shares his thoughts about constructing a well diversified and thereby risk

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20th


May

Classic Investment Mistakes and how to Avoid Them – Part 2

Trying to time markets and failing to take profits

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20th


May

Investing Basics: Core principles to help you rebuild your portfolio after the crisis

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20th


May

Classic Investment Mistakes and how to Avoid Them – Part 1

Looking at the investment chain and where things can go wrong

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19th


May

Property Investment: Is it still worth it?

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19th


May

Why bother investing? The power of compounding

Wheelie Dealer looks at long term investing returns and how you can work out when you can afford to

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19th


May

The Surprising Ingredients of David Swensen’s Secret Sauce

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18th


May

Investing Basics: What are Equities?

DIY Investor's introduction to investing in stocks and shares

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16th


May

Fund performance hit as inflation bites and growth slows   

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15th


May

ShareScope: Helping private investors for 25 years

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15th


May

QD view – Is logistics a house of cards? 

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15th


May

Global markets: Valuation ‘normalisation’ continues

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14th


May

Revisiting IPOs in London

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12th


May

Investing Basics: What is a P/E ratio and how to used it to create a fair value calculation for shares?

Price to earnings ratio (P/E) is a statistic widely used to measure or value a company’s shares;

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10th


May

Investing Basics: What is the FTSE 100?

We hear about it every night on the news, but what is it, and why does it matter?

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10th


May

Investing Basics: Income in a Low-Interest Economy, Preference Shares

A hybrid of shares and corporate bonds, 'prefs' deliver guaranteed dividends

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10th


May

Investing Basics: Cyclical vs structural trends

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4th


May

Guilt-edged stocks: How investors are reacting to war

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26th


Apr

Investing in space

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19th


Apr

Can You Be Top Stock Picker?

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17th


Apr

33 reasons not to invest in the stock market

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16th


Apr

How to get others to go against the flow

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4th


Apr

The Importance of Execution

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1st


Apr

Time to stop investing for the duration

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22nd


Mar

16 years of returns: History’s lesson for investors

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17th


Mar

‘Half of British investors plan to ‘buy the dip’’

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13th


Mar

What is the outlook for UK dividends in a less certain world?

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12th


Mar

Our investment outlook amid Ukraine uncertainty

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10th


Mar

The under-explored power of listed private equity

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9th


Mar

Implications of the war in Ukraine for US stocks

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9th


Mar

Hunting for “10 baggers” – how the UK beat the US

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1st


Mar

Investing for Income: UK shares forecast to pay lower dividends in 2022

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27th


Feb

Consumer mid-caps set to benefit from a return to normality

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26th


Feb

Everything you should know about IPO in 2022

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21st


Feb

Five Charts Showing the Attraction of Asian Equity Income

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20th


Feb

Sense and Sustainability

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19th


Jan

QD view – feeling the pinch?

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19th


Jan

Edison Insight: Strategic Perspective and Outlook 2022

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14th


Jan

Negative Real Interest Rates can be bad News for Equity Valuations

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28th


Dec

2022 Global Outlook

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23rd


Dec

The tail that wags the dog

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18th


Dec

Week in Review: FTSE buoyed by interest rate rise, Covid fears abound

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17th


Dec

Outlook 2022: UK equities

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7th


Dec

Outlook for equities in 2022 – executive interview

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7th


Dec

Sustainable equities: maintain focus on long term secular growth

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4th


Dec

Global perspectives: Omicron

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28th


Nov

Unlocking the untapped power of mid-caps

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26th


Nov

Energy and coal

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21st


Nov

Why UK interest rates now look set to rise in December

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1st


Nov

Investment themes: IPO boom in London

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19th


Oct

October market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in October

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16th


Oct

Global Perspectives: Remaining cautious as risks surface

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30th


Sep

Why are so many investors still ignoring the UK stock market?

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27th


Sep

DIY Investing Loses Some Lockdown Momentum

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24th


Sep

Global perspectives: Moving to a cautious outlook

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23rd


Sep

Mutual Funds vs Trading: Guest Post From India’s Wisdomcapital

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7th


Sep

Caution – slowdown ahead

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2nd


Sep

Why the rally in UK equities still has legs

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31st


Aug

Growth in the next phase of recovery

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30th


Aug

Record Numbers of UK Firms are Being Swallowed by Private Equity

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22nd


Aug

Under New Management: Fundsmith Emerging Equities Trust

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21st


Aug

Five Investment Themes for the Rest of the Year and Beyond

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20th


Aug

Will Virgin Atlantic IPO Take off?

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11th


Aug

Global perspectives: Valuations in the ointment

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25th


Jul

Investing Basics: Want to Start Investing in Stocks, Don’t Know Anything About It?

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24th


Jul

Global equities: Volatility rises at the upper reaches of valuation

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4th


Jul

Consumer revenge – the next stage of the recovery in Europe

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2nd


Jul

Could global growth this year be the fastest this century?

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24th


Jun

Global perspectives: Sitting still can be hard to do

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23rd


Jun

Podcast: The Twin Petes Investing #51

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28th


May

S&P 500 CAPE ratio says the US index is in an epic bubble

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16th


May

Investing in the minnows

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11th


May

Guiding the new wave of DIY investors

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10th


May

Electric Vehicle Outlook – growth, policy and net zero

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6th


May

Younger investors join the DIY investing boom

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30th


Apr

Never Turn Your Back on Mother Earth: DIY Investor Magazine 28

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29th


Apr

Global Sustainable Equity: news and opportunities

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23rd


Apr

The importance of being idle: Part 1 – the power of patience for the DIY investor

Wheelie Dealer sees patience as a key skill for long term investors

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18th


Apr

Millennials engage as DIY investing boom continues

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16th


Apr

Opening up flights and the UK economy

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10th


Apr

Reasons to be cheerful: UK Leisure ready and waiting

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7th


Apr

Short Monitor – Premier Oil remains most shorted stock in March

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4th


Apr

Disappointing delivery; Deliveroo stock remains 30% below offer price

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4th


Apr

Disaffected savers turn to DIY investing; which shares, funds and trusts have they been buying?

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25th


Mar

To ISA or to SIPP, or to do both, that is the question?

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22nd


Mar

Ready for takeoff, or permanently grounded: What is the outlook for aviation stocks?

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9th


Mar

Why are UK mid caps in such an M&A sweetspot right now?

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7th


Mar

……what on earth is a digital watch? DIY Investor Magazine 27

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6th


Mar

Global perspectives UK: The value of vaccination

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2nd


Mar

What is next for US large cap growth equities?

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1st


Mar

Car makers: Slow-moving electric sheep?

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2nd


Feb

Hargreaves’ business booms as people turn to DIY investing

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31st


Jan

From the land of financial bubbles

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30th


Jan

Wolves in casual clothing take GameStop to the next level

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26th


Jan

Investing lessons from ‘one of the greatest investors I’ve ever come across’

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23rd


Jan

‘Dreadful result for UK investors’; dividends unlikely to hit pre-Covid levels until 2025

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20th


Jan

Healthcare – Thoughts for the new year

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17th


Jan

The Long Game – Historical Market Returns and 2021 Expectations

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16th


Jan

Equity valuations matter when framed in the right context

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4th


Jan

Global perspectives: Profits forecasts robust as COVID-19 rages

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1st


Jan

Lockdown 2.0: Increasing numbers take personal financial responsibility and turn to DIY investing

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22nd


Dec

Confidence and the Imposter Syndrome

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12th


Dec

Are Asian equities set for change in 2021?

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24th


Nov

Virtual conferences are amazing. But can we get back together soon?

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15th


Nov

An even more momentous trend – Brilliance overcomes darkness

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9th


Nov

Global stock markets soar on Covid-19 vaccine hopes

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4th


Nov

My best and worst performing stocks through the pandemic (so far)

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29th


Oct

A Glimmer of Hope for UK Income Investors as Some Dividends Return

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26th


Oct

Survey suggests institutions don’t share DIY investors’ optimism on future returns

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24th


Oct

Time to switch horses? What is the outlook for equity markets and what are the alternatives?

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17th


Oct

Unlocking the potential of graphene

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14th


Oct

Blindness: The underrated investment case

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10th


Oct

Passive investing and the fragility of the medium

Dr Peter Warburton looks at Christopher Cole's essay 'What is water in the markets?'

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1st


Oct

Dividendmax: Covid 19 and Dividends

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30th


Sep

Go to work, don’t go to work: DIY Investor Magazine 25

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29th


Sep

Four money making IPOs in this Autumn of destiny

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26th


Sep

Investment Review: The sharp falls, the buoyancy of the recovery – what comes next?

Jonathan Ruffer describes a sequence with which we have become familiar and his current philosophy

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25th


Sep

Positive signals from Stockomendation

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20th


Sep

Global growth and BRIC economies

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20th


Sep

Global perspectives- Global growth stocks over-hyped in 2020?

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14th


Sep

Making sense of equities in 2020

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11th


Sep

Is Elon Musk’s Spacex technology’s next ten bagger stock

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9th


Sep

Top 10 Most Shorted UK Stocks; Most Active Short Fund Managers

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9th


Sep

Holiday blues as US tech sell-off continues

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9th


Sep

The Good, the Bad and the Ugly: How Really Committed are FTSE 100 Companies to ESG?

Survey creates 'Responsibility Index' to rank the difference between companies 'talk' and 'walk'

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30th


Aug

Income Investors Battered as Dividends Dry Up; how have Equity Income Funds and Trusts performed?

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14th


Aug

Edison Healthcare Insight

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12th


Aug

445 LSE Listed Companies Have Cancelled, Cut or Postponed Dividend Payments

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5th


Aug

August Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in August

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4th


Aug

Another savage blow to income investors and pensioners as BP halves its dividend

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2nd


Aug

The importance of being idle: Part 2 – Patience and the DIY investor

Wheelie Dealer on patience and back to investing basics

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18th


Jul

Buy retail…maybe selectively

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15th


Jul

Global perspectives: Still neutral on equities, but uncertainty reigns

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7th


Jul

July Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in July

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6th


Jul

Global perspectives: Markets cut to the chase – should you?

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1st


Jul

Accelerating and emerging trends within U.S. equities

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18th


Jun

Double whammy for DIY investors as investments are diluted and income dries up

Relaxed rules on capital issuance see retail investors left out as institutional buyers clean up

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8th


Jun

Explaining: Lithium

The price of lithium is falling as stocks in producers is rising; invariably an investment

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6th


Jun

June Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in June

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1st


Jun

Hard work pays off in the future, laziness pays off now: Thoughts of Saltydog Investor

Hydrogen powercell and electrolysis stocks have come back strongly - they 'must be the way forward

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27th


May

Value Stocks are Underperforming… For Now

Guest post from across the Pond considering the relative prospects for growth and value stocks

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17th


May

It’s easy going green: how to change the world – and grow your money

Making money and protecting the environment are not mutually exclusive - enjoy excellent returns

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16th


May

Global perspectives: Between a lockdown and a hard place

Shifting to cautious stance as shape of post-lockdown recovery becomes clearer

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10th


May

The Effect of Coronavirus on Dividends

Investors who rely on dividends for a large part of their income should prepare for significant

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6th


May

Twin Petes Investing podcast secures SharePad sponsorship

Twin Petes Investing’ announced today it has agreed a title sponsorship deal with investment data

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5th


May

Why are companies cutting dividends?

Investors who are looking for a consistent income from their investments will, at least in the

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19th


Apr

Markets: An Asset Boom Could be on its way

Why has there been such a strong bounce before any sign that the economically catastrophic

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17th


Apr

Have markets got ahead of themselves?

Are recent gains just a bear market rally; and will they be given back?

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13th


Apr

Dividends Cancelled as Companies Hunker Down

List of Companies Cancelling UK Dividends in March and April 2020

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13th


Apr

How is the economy going to bounceback?

Is technology the key to ongoing monitoring and allowing the economy to function again?

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11th


Apr

European video games: A safe haven in troubled times

The games industry is a rare example of a sector set for a ‘good’ crisis according to Edison

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11th


Apr

Income diversification in the time of coronavirus

The role of diversification in an investment environment of continuing uncertainty.

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7th


Apr

Investors put biotechnology under the microscope as Coronavirus bites

Advanced genetic technology has already helped accelerate progress toward a cure for the influenza

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5th


Apr

Short Monitor – A shorting pandemic

Edison Short Monitor - a regular update on the most shorted stocks in the UK

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25th


Mar

COVID-19 Dividend Announcements

Dividendmax presents a daily update to dividend announcements during the crisis

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21st


Mar

UK equities: diversification is paramount in uncertain times

An update on the market amid the coronavirus outbreak and oil supply price war, as well as what may

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21st


Mar

Investment Strategy: Diversification, Selectivity and Dynamism

'Extraordinary times' in financial markets - Yoram Lustig, The Investment Assets Handbook.

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20th


Mar

Coronavirus and the Recent Stock Market Crash

John Kingham puts recent events into perspective by looking at how markets have performed over time

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9th


Mar

‘You see who is swimming naked when the tide goes out’: Thoughts of Saltydog Investor

Will Coronavirus trigger a correction, or a major market meltdown; will Douglas stick or twist?

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7th


Mar

Will Coronavirus Really Tank the World Economy?

Last week equity markets concluded that the spread of coronavirus has major implications for

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28th


Feb

FTSE has worst week since 2008; UK Plc coughs up £200bn

FTSE 100 index has had its worst weeks since the depths of the financial crisis as global markets

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24th


Feb

European equities in 2020: staying selective

John Bennett and Marc Schartz discuss the year ahead and the key themes that they look for when

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24th


Feb

Gold Surges as Threat of Coronavirus Pandemic Spooks Markets

Stock markets in Europe opened sharply lower today following fears that the Coronavirus outbreak

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23rd


Feb

The five UK stocks to consider holding post-Brexit

Plenty of world-class multinational companies operating out of the UK that are available at bargain

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22nd


Feb

Sustainable equities in 2020 and beyond

Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020

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19th


Jan

Outlook 2020: Year of Destiny, Year of Peril

Causes for concern after a barnstorming performance for markets with MSCI Global + 24% in 2019

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5th


Jan

US Stockmarket Valuations Have Raced Away From the UK; is it time to get off the Bull?

Extreme stockmarket valuations such as today's S&P 500 have traditionally punished investors

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30th


Dec

Climate Change Front and Centre as Outgoing BoE Boss Issues Global Warning

Bank plans stress test on vulnerability of all financial assets to climate change

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28th


Dec

The Nimble Trader – Weekly Markets Report for DIY Investor

An exclusive look at The Nimble Trader's short, medium and long term view

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21st


Dec

Is it too Late to Invest in UK Housebuilders?

The sector has returned almost 1,000% in the last decade; can it continue, or has it run out of

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1st


Dec

December market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in December

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27th


Nov

Goldman Sachs’ $1.6 – 2.3 trillion valuation range for the Saudi Aramco IPO is insane!

Matein Khalid sees 'an insult to the intelligence of every investor in the Gulf'

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19th


Nov

November market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in November

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13th


Nov

Buy the Saudi Aramco IPO at a 7.4% Forward Dividend Yield!

Matein Khalid looks at the prospects of the biggest, most profitable company in history

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28th


Sep

Mad for Growth: The latest ‘mania’ enters dangerous and uncharted territory

Investors chasing growth stocks creates both danger and opportunities

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21st


Sep

Working out WeWork

As its IPO is postponed, how does WeWork fit into the commercial property world?

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19th


Aug

Money management app targets younger savers with investing option

Digital bank Revolut to make investing more accessible to 'ordinary' people

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5th


Aug

Investment management giant wields its power to avert climate catastrophe

UK's largest asset manager uses its £1 trillion of investments to improve corporate behaviour

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15th


Jul

High hopes for investors in medicinal cannabis as flurry of IPOs expected

The legalisation of medicinal cannabis in the UK last November has seen London emerge as a new hub

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15th


Jul

Open-ended funds and liquidity – Vorsprung durch Technik ?

As Woodford fund is gated Cedric Bucher asks if we can learn anything from the Germans

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6th


Jul

Woes continue as Purplebricks posts £52m loss

Strong revenue growth as hybrid agency withdraws from US market

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21st


Jun

Could Purplebricks go bust? Apparently not

Motley Fool analyst says five key financial ratios suggest online estate agent is in rude health

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1st


Jun

The real problem with tech companies that go public

Uber, Lyft are just two that have struggled; John Buni says dual-class shares are partly to blame

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21st


Apr

Learn from an experienced investor and avoid these three value traps

Most investors found 2018 to be a bumpy ride; here is a personal account from John Kingham

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11th


Apr

Do you trust shares tipsters or broker notes?

CEO, Paul Roberts, explains what led him to create Stockomendation

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7th


Apr

April market: The UK Stock Market Almanac

Seasonality Effects and Anomalies that are seen in April

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18th


Feb

February Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in February

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8th


Jan

January Market: The UK Stock Market Almanac

Seasonality effects and anomalies that are seen in January

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9th


Dec

A Period of turmoil or transformation for retail?

Retailers have had a tough time from tipsters in 2018; might that be about to change?

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4th


Dec

The importance of being idle: Part 2 – patience and the DIY investor

Wheelie Dealer says stay calm and take your time for long term successful investing

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22nd


Nov

Lessons learned from three years DIY investing

The British Investor – in common with many others reported a difficult start to 2018; what has he

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11th


Oct

Investing basics: How those seeking income can participate in the dividend bonanza

Dividends are at record levels; those seeking income can choose individual equities or UK Equity

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9th


Oct

Thoughts of the Saltydog Investor

The early bird sometimes catches the worm, but the second mouse always gets the cheese

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25th


Sep

The right to the pursuit of happiness: Thoughts from Saltydog Investor

As the battle rages, what will Brexit do to sterling, and what will the knock-on be for tech

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23rd


Aug

Change is nothing new: What does disruption mean for investors?

Simon Rowe of Janus Henderson looks at the impact of disruption in the internet era

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13th


Aug

FAANGS a lot: Tech bubble fears as Apple becomes the first $1billion company

Jim Paulsen believes investors are overweight tech stocks and sees parallels with the dotcom bubble

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10th


Aug

The British Investor – portfolio update and a vision of the future

Following a storming performance in 2017, Chriss is finding progress a little slower; but he's

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9th


Aug

The Quest for Income: Dividends ‘Supercharge Returns’

With low interest rates and falling bond yields, investors have turned to equities in search of

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1st


Aug

400,000 orphan clients ‘trapped’: Watchdog encourages shift to cheaper DIY investing platforms

FCA says clients could be paying thousands of pounds a year to stay on

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30th


Jul

The Great British Trade Off: Humbug (investing) is flat but Fagin (trading) is scorching + 45%

Humbug says calm is good; Fagin is on fire on the road to FIRE

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22nd


Jul

The Great British Trade Off: Humbug (investing) is flying; Fagin loses discipline

In pursuit of financial independence Humbug has a great week, but Fagin ignores his system

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16th


Jul

The Great British Trade Off: Fagin (trading) on FIRE

Year 2, Q1 report from Fagin en route to Financial Independence Retired Early

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9th


Jul

Macro ideas – time to go bottom fishing on the Bosphorus for Turkish shares?

Matein Khalid paints a nightmare picture of a country in economic freefall; but asks if that is a

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17th


Jun

A blockchain that facilitates the ‘right to be forgotten’

Dominic McCann of BTL Group explains how to be truly GDPR compliant with blockchain

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24th


Apr

Europe stakes its claim as the default diversifier to UK investment portfolios

Tim Stevenson discusses Europe’s credentials as a diversifier to UK portfolios.

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20th


Apr

Global investing in a world of economic interdependence

Matein Khalid on Wall Street, trade wars, risk and global stock markets

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2nd


Apr

Stock market corrections are healthy

Embrace them, says Richard Buxton, head of UK equities and manager, Old Mutual UK Alpha Fund

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29th


Mar

Is investing in blockchain dead following crypto crash?

Angus Campbell explains that cryptos rely on blockchain but blockchain does not rely on cryptos

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18th


Mar

Evolution of a DIY Investor

Wheelie Dealer on his ‘obsession’ with short index trades and ‘cutting out the noise’

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17th


Mar

The Stock Market in March

Seasonality effects and anomalies from the Stock Market Almanac 2018

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23rd


Oct

The Great British Trade Off – Trading vs Investing

At the half way point, up £22,211 Fagin is in a commanding lead and he offers Humbug some advice!

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6th


Sep

September stockmarket: seasonality effects and anomalies

The latest extract from Stephen Eckett’s UK Stockmarket Almanac

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1st


Jul

The Great British Trade Off – Trading vs Investing

Humbug vs Fagin, £100k of their own money: who will make the most money this year?

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4th


Jun

June Market: The UK Stock Market Almanac 2017

Seasonality effects and anomalies that are seen in June

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8th


Jan

Adapting Business and Investments to Brexit

– Q&A with Managing Director of tech company hSo and DIY investor, Chris Evans

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29th


Sep

Digging Deeper – Berkeley Energia

DIY Investor Takes a Close Look at the AIM-listed Uranium Miner to see what's attracting the

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5th


Aug

DIY Investor Delivers Real Time Pricing Data from Bats

DIY Investor Partners with Bats Europe to Deliver Real Time Pricing Data for the First Time

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23rd


Jul

The New Generation of Traders. What Style Suits You?

By Yoni Saad, Senior Investment Manager at Social Trading Platform, eToro

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9th


Jun

OMG – Share Dealing Comes to Facebook

AJ Bell uses Facebook Messenger to debut share trading

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17th


Mar

Returns that Stand out From the Crowd

Crowdnetic's Adam Braggs explains the three flavours of crowdfunding - rewards, equity and debt.

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4th


Nov

Seeking Income in a Low Interest Rate Environment

Some lateral thought in the pursuit of reliable income.

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1st


Nov

Does Wheatley’s Removal from FCA Signal a new era in Investment?

City Grump contends that 'different leadership' can be the catalyst to take British companies

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27th


Oct

Take it to the Max – Trading Dividends for Maximum Income

Mark Riding explains how DividendMax can be used to deliver predictable income from investments.

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26th


Oct

The Future is Small: Why AIM will be a World Beater

Gervais Williams, author of The Future is Small: Why AIM will be the world’s best market

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7th


Oct

Ten Golden Rules of Equity Investing

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7th


Oct

10 Golden Rules of Equity Investing

Rule 1 - Demand fair treatment of shareholders

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1st


Oct

AIM Comes of Age with ISA Admission – How Was it For You?

Caveat emptor in the search for jewels in the world of diggers and drillers

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26th


Sep

Can AIM aim Higher?

Jon Levinson concludes that the contribution of AIM far outweighs that suggested by a FTSE AIM All

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28th


Feb

Share tips and analysis

Weekly tipster insights for DIY Investor from Stockomendation

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27th


Feb

Equity update: Smith & Nephew showing signs of recovery beating expectations 

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26th


Feb

Comment: Thoughts on the Magnificent Seven

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24th


Feb

Nikkei record offers a cautionary tale; Nvidia’s party to end?

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23rd


Feb

Market highs expected to give way to volatility

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23rd


Feb

Nvidia reasserts its place in the Magnificent 7; Equity update

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21st


Feb

‘Fixed-income securities are looking like an outstanding asset for this year’

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21st


Feb

FTSE in the red as earnings disappoint

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20th


Feb

Equities update: Home Dept, Nvidia and more

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19th


Feb

When will investors appreciate European Equities lower valuations

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19th


Feb

Nvidia now fourth biggest company in the world; have new investors missed the boat?

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18th


Feb

A snapshot of the global economy in February 2024

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16th


Feb

Scared of investing when the stock market is at an all-time high? You shouldn’t be

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15th


Feb

FTSE flat as investors mull the case for rate easing

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15th


Feb

Insight on Nvidia

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14th


Feb

Equity update

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13th


Feb

Coca-Cola fizzes after reporting  

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12th


Feb

Comment: Emerging markets manager on China property sector

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9th


Feb

Commentary: Japanese Markets and Nippon TV

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8th


Feb

eToro: Talking equities

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8th


Feb

Monthly markets review – January 2024

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8th


Feb

China fastest deflation in 15 years poses risks for investors globally

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6th


Feb

Chinese New Year – History tells us the Year of the Dragon could lift Chinese market out of slump

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5th


Feb

‘India stock market rally needs careful approach by investors’

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4th


Feb

Equity strategy and market outlook

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2nd


Feb

FTSE 250: Time to give up?

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1st


Feb

China Multi-Asset Insights

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31st


Jan

Gold’s returns: Prof Lizieri responds

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31st


Jan

What investors can learn from the football transfer market

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30th


Jan

Big Tech Earnings – pivotal reporting season for investors

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30th


Jan

Meta, Apple, Amazon: Earnings Preview 

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30th


Jan

European Growth Manager Insights on Markets H12024

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29th


Jan

Alphabet and Microsoft: Are we entering ‘overbought’ territory?

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29th


Jan

Only a quarter of Brits invested in 2023

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29th


Jan

Ryanair flying

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27th


Jan

January insight: Mixed start to 2024

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26th


Jan

New Year, oldest asset?

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26th


Jan

Comment: Euro Stoxx 50 pushes to a 23-year high

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24th


Jan

Markets are in the doldrums but retail investors are raring to go

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24th


Jan

Apple becomes the world’s largest smartphone maker; here are the biggest companies by market cap

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24th


Jan

Expert commentary from equity markets

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24th


Jan

Comment: Netflix, Tesla and Wall Street’s record highs

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20th


Jan

Why risk money on the stock market when cash seems safer?

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19th


Jan

China attractive in 2024 as Beijing becomes more proactive on property?

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18th


Jan

Investing basics: How to value shares

DIY Investor asks how to find companies that are currently undervalued and unlock a profit?

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17th


Jan

Stocks slide as early rate cut hopes fade

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17th


Jan

Not just a SAYE scheme; an M&S SAYE scheme

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16th


Jan

Financial advisers plan to increase clients’ exposure to AIM

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16th


Jan

Investment expert:’why you should invest in SMEs’

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16th


Jan

AI boom adds another string to Experian’s bow

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16th


Jan

Ocado delivers best ever Christmas numbers to end 2023 in the black

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14th


Jan

Investing Basics: What is a share buyback and why is it done?

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13th


Jan

‘Company earnings will continue to be good’

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12th


Jan

The return of UK equities

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11th


Jan

Investing Basics: Growth or Value Investing?

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8th


Jan

Full steam ahead for London’s IPO Markets in 2024!

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7th


Jan

Investing Basics: How much time should you spend on your investments?

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6th


Jan

Quarterly markets review – Q4 2023

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5th


Jan

What’s the future of Magnificent Seven tech stocks in 2024?

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3rd


Jan

Markets are jittery at start of 2024 – what investors need to do

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3rd


Jan

Happy 40th birthday to the FTSE 100

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3rd


Jan

Q4 Top stocks for UK retail investors

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2nd


Jan

Marks and Spencer, BP shore up languid start to New Year for FTSE 100

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2nd


Jan

What’s the best way to get invested in equity markets?

Is it better to jump in all at once, to average-in over time, or to wait for a market correction?

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1st


Jan

Investing Basics: What is a Dividend Yield?

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31st


Dec

UK markets: opportunities to make or lose money

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31st


Dec

Outlook 2024: Equities in the age of the 3D Reset

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30th


Dec

Investing Basics: Equity Share Classes

DIY Investor looks at different share classes and how that can affect your rights as a shareholder

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30th


Dec

Investing Basics: How to Construct an Equity Portfolio

Portfolio construction tends to get much less attention than picking stocks

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28th


Dec

Investing Basics: What Moves Equity Prices?

How changed to predicted future earnings can move a share price

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27th


Dec

How to categorise stocks as quality, defensive and/or value

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26th


Dec

Outlook 2024: Equity Strategy

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21st


Dec

‘What can we expect from markets in 2024?’

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20th


Dec

Employee Share Plans Update – December 2023

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18th


Dec

The top 10 most popular stocks averaged a return of 67% over 2023

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16th


Dec

Commentary – outlook for emerging markets and Latin America

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15th


Dec

‘I’m going short Apple’

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13th


Dec

Investors urged to be vigilant to possibility of surging oil prices

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11th


Dec

Value approach is well-placed: Aberforth Smaller Companies

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10th


Dec

Time to tell Sid?

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7th


Dec

A bull and bear case for 2024

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6th


Dec

Evergrande’s demise is delayed but not denied

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6th


Dec

Consumer watch – Falling into the Fall

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3rd


Dec

MediaWatch: Still waiting… 

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2nd


Dec

Ohayō Japan!

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1st


Dec

Liquidity – shrinking when it’s most needed

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1st


Dec

Could a Santa Rally build on markets’ impressive November run?

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30th


Nov

What does the healthcare sector hold for investors in 2024?

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30th


Nov

Charlie Munger’s invaluable lessons about investing and life – RIP

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27th


Nov

Investing Basics: Save as You Earn and Share Incentive Plans

DIY Investor looks at employee share plans

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25th


Nov

10 quotes that explain the stock market

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21st


Nov

What is a Santa Claus Rally, and what does it mean for investors?

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18th


Nov

Where will the class of 2023 invest?

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13th


Nov

Get Rich slow: Half empty or half full?

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8th


Nov

Investing Basics: How to invest for income using an ISA

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3rd


Nov

Still positive on bonds

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30th


Oct

QD View: Are cracks appearing in US markets?

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29th


Oct

DIY Investor: Thoughts on the market

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28th


Oct

DIY investors outdo the professionals 

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27th


Oct

How do different equity styles perform during an economic slowdown?

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26th


Oct

Investing Basics: Momentum investing – how following a trend can work wonders for your retirement pot

Douglas Chadwick explains how DIY investors can make money in the stock market; ‘buy high and

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23rd


Oct

Common mistakes to avoid as searches for DIY investing top 1m

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22nd


Oct

Is the 60/40 dead?

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22nd


Oct

Investing Basics: How private investors can beat the pros

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17th


Oct

Markets braced for heightened event risk as tensions mount in the Middle East 

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15th


Oct

Quarterly Markets Review – Q3 2023

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15th


Oct

Reframing the problem…

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12th


Oct

You say potato

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11th


Oct

Comment: Birkenstock IPO a good gauge of sentiment for consumer-sensitive stocks

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9th


Oct

Epic Stock Market Crashes – How to take advantage of a recession

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8th


Oct

Equity income at a time of higher interest rates

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7th


Oct

Investing Basics: Investing in your retirement

There are some important considerations to make when it comes to managing your pension or ISA pots

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5th


Oct

10 Stocks to watch in Q4 2023

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4th


Oct

Evergrande is still 99% off its trading highs

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3rd


Oct

The AI revolution – An introductory guide from a UK stock market perspective

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3rd


Oct

AI revolution: who’s profiting now from generative AI?

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2nd


Oct

How are major world indices performing?

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29th


Sep

China: Multi-Asset Perspective Sept 2023

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25th


Sep

Four AI Stocks to Watch in Q4 2023 

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25th


Sep

Comment – why you need AI investments

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21st


Sep

A very short history of modern portfolio theory

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19th


Sep

Investing in European soccer: Buffett vs. Sotheby’s

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14th


Sep

‘Stronger investment returns for companies with high ESG ratings’

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12th


Sep

Bull run hits record levels

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11th


Sep

Is there anything positive about China?

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8th


Sep

China ban on Apple risks trade war

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6th


Sep

Why a poor August points to a September rally for funds

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5th


Sep

We’re all going on a summer holiday

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4th


Sep

Has ESG gone off the rails?

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1st


Sep

UK, OK, Hun?

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30th


Aug

A snapshot of the global economy in August 2023

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27th


Aug

Four snapshots that show how engagement can add value in credit investing

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25th


Aug

Active ownership: three ways to improve investor engagement

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24th


Aug

China and the fear of deflation

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23rd


Aug

QD view – Renewables – an inevitable part of our future?

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23rd


Aug

Investing Basics: A simple guide to volatility

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23rd


Aug

11 Steps to Stock Market Success

From the late Jim Slater, creator of Company REFS

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22nd


Aug

Investing Basics: Who moves a share price and how can I benefit?

Paul Roberts looks at the movers and shakers able to influence share prices

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19th


Aug

The Bluffer’s Guide to Hydrogen

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15th


Aug

Top performing trust in the exciting India sector: Ashoka India Equity

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13th


Aug

Calling emerging markets

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10th


Aug

QD view – the future of growth investing

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10th


Aug

Barbie fever means retail investor boost for Mattel

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9th


Aug

Tradition and innovation can rub shoulders – Part 2

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7th


Aug

Equity income: the UK is now once again the most attractive market for the income investor

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6th


Aug

Trading Secrets Unveiled: Expert Tips for Succeeding in the Financial Markets

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5th


Aug

“I’m a total coke addict…”

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3rd


Aug

Gamified investing apps could seriously damage millennials’ wealth

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3rd


Aug

What can we expect from stock markets in August?

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1st


Aug

Investing Basics: Trading or investing, which one’s better?

Humbug, the 'investor' in The Great British Trade Off considers the best method of wealth

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30th


Jul

Investing Basics: Risk and Reward – Five Popular Portfolio Types

So you've decided to become a DIY investor - how to build a portfolio that achieves your goals and

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29th


Jul

Making money in real estate shares

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28th


Jul

Investing Basics: Investing in your 40s & 50s

If you’re in your 40s or 50s, there’s a good chance you are already investing, be it through a

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25th


Jul

DIY Investing: ‘How I construct my equity portfolio’

Portfolio construction gets less attention than picking stocks but it can have a profound effect

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24th


Jul

Investing Basics: DIY Investing in your 20s & 30s

Getting into investing is a smart idea to grow your wealth over time, especially in the

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23rd


Jul

Five of the best: UK sector leaders for tough times

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16th


Jul

How to Protect Against Inflation

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14th


Jul

Mid-year Outlook 2023: entry points?

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13th


Jul

Smaller-than-expected decline in UK GDP boosts case for more interest rate hikes

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13th


Jul

India ‘the most attractive emerging market for investing’

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13th


Jul

Notes from a road trip to China 

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11th


Jul

Hoping interest rates will fall is not a strategy

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11th


Jul

Hunt announces pension fillip: Comments 

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6th


Jul

The Changing Face of Emerging Markets

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6th


Jul

Europe’s banks set to outperform – particularly the Spanish

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5th


Jul

UK shares: the 70% shot at beating cash

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4th


Jul

Optimism and Balanced Portfolios

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27th


Jun

Market Report: China

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24th


Jun

Buffett likes Japan, and so do I…

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21st


Jun

Weathering the Storm: Why and How to Invest in a Recession

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10th


Jun

Global growth forecasts: up for 2023 and down for 2024 – here’s why

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9th


Jun

Under pressure

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9th


Jun

Artificial intelligence in drug discovery

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7th


Jun

Tech is back – and we are watching these funds

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4th


Jun

The FCA’s listing reforms are welcome – but regulation alone won’t lure firms to London

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3rd


Jun

Investing Basics: Stakeholders vs Shareholders

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1st


Jun

New Research Shows that Majority of Retail Investors Feel Undervalued

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27th


May

‘Why we won’t invest in Turkey’

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25th


May

Investing Basics: Building a really simple investment portfolio

How to achieve an instantly diversified, balanced portfolio with just two ETFs

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22nd


May

Aubrey European Conviction Strategy: Reflections on Q1 Company Reporting

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20th


May

Buyback spree

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18th


May

Green shoots for global markets in 2023?

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10th


May

The UK’s Most Exciting Growth Tech Companies in 2023

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9th


May

Retail trading of banking stocks hit record level

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8th


May

Insight: Position defensively

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7th


May

Monthly markets review – April 2023

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7th


May

LSE Shake Up

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5th


May

US banking contagion: Expert view

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3rd


May

Build Your Dream in China like Warren Buffett

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3rd


May

UK shares shine in a mixed April for markets

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1st


May

A snapshot of the global economy in April 2023

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1st


May

Sustainable debt moves into the spotlight

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24th


Apr

Why investing in ethical companies should be a priority in 2023

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22nd


Apr

India: ‘If you build it, they will come’

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16th


Apr

Markets outlook – what next?

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11th


Apr

China’s self-sufficiency opportunity

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2nd


Apr

(Re)open the floodgates

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28th


Mar

Tapping into the potential of the US midmarket

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20th


Mar

Rainy day funds under water and the need for better financial education 

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18th


Mar

Someone Like You: Jemima Reeves explains why she’s become a young investor

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17th


Mar

FTSE has a stinker; still busy for reporting

Financial News Roundup, Review of the Week, The Week Ahead

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13th


Mar

Active ownership blog: voting season spotlight

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10th


Mar

2023 UK equity outlook: Go your own way

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8th


Mar

The emerging market opportunity

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7th


Mar

The Parlous State of ESG

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