WheelieDealer Share trading diary blog with Portfolio and Education
  • Home
  • Trades
  • Educational Blogs
  • Wheelie's Bookshop
  • M3 Manifesto
  • Portfolios
  • WheelieBin / WheelieWatchlist
  • Non-Finance Books
  • Beginners
  • Monthly Performance
Picture

educational blogs

The Pungent Essence of my Approach

14/5/2020

0 Comments

 
Tweet
I am aware that I have picked up a lot of new Twitter Followers and Website Readers and Podcast Listeners of late, and it struck me that if you haven’t been reading my spiel and all that for some time, then you might be a bit confused as to exactly how I go about things.
 
Anyway, first off “Hi” to all these new Peeps and of course “Yo Dudes and Dudessess !!” to all you lot who have been unable to shake yourselves free of the self-induced pain of submitting to my gibberish. My thinking is that in this probably not overly lengthy blog, I will outline at a high level what my Approach is and point you in various directions if you want to get a deeper understanding.

​

Read More
0 Comments

Guest Blog from Phil Sloan - A New Reality for Dividend Investors?

29/4/2020

4 Comments

 
Tweet
My mate Phil (@sloan_phil on the Tweets) has kindly provided this Guest Blog following the recent events regarding cuts to Dividends and his action in reviewing and rejigging his Income Portfolio. I have read it a couple of times for proofing and all that and it is really good and has some excellent insights into investing in US Stocks.
 
Many thanks to Phil for providing WD Readers with this and a personal thank you for saving me a load of work in writing a blog this week !!
 
Cheers, WD.
​

Read More
4 Comments

Yet more Thoughts on Hedging

22/4/2020

0 Comments

 
Tweet
I have no doubt that regular Readers (please no Wheelie, I can’t take anymore purile and unimaginative All-Bran references), will be well aware of my borderline imbecilic obsession with Hedging my Portfolio and you must be exasperated beyond belief to see that I am writing about this well-treaded subject yet again. Anyway, it is what it is, and after the recent heavy sell-off in the Markets (which after all is exactly why I have been mucking about with Hedging for so many years, in anticipation and preparation for such an event) I feel it would be worthwhile to just get down in blog format some thoughts and observations etc. that have arisen after this episode and the Global tragedy of the Coronavirus.
 
Overall I am quite pleased with the Hedging I did although of course in an Ideal World I could have done it better. I guess my main area of weakness was in not Hedging in larger size (more on this in due course) and I would say another failure was in not getting a big enough Short on early enough. Other than that, and some moments of panic when I shorted more and really was lucky to get away with it, I am overall fairly happy.

​


Read More
0 Comments

Guest Blog from Simon Jackson – Revenge of the Market Gods

23/3/2020

0 Comments

 
Tweet
My mate Simon Jackson kindly wrote this Guest Blog to try to capture some of the essence of how the recent Market collapse has played out from his point of view. Having read it through for the proof-read, I can say it is a very helpful piece and brings some perspective to what is going on and also shows how someone with Simon’s background of Accountancy can make errors. I particularly endorse his comment that it would be a big shame if newer Private Investors get scared off and leave the great game. I had to smile also when I read his words about selling his Winners too fast !! (or in this particular case his selling being perhaps motivated by simply the relief at getting back to break-even after a difficult Investment had turned around.)
 
Anyway, it’s a really good read and BIG THANKS to Simon for providing WD Readers with this and for helping me fill up my Website with yet more content !!
 
Cheers mate, Pete.
​


Read More
0 Comments

Think Ahead and have a Flexible Strategic Plan

12/3/2020

0 Comments

 
Tweet
I’m fairly certain I have written a similar Blog to this many years ago and I think it might have been titled with the use of the word ‘Roadmap’ or something; but I can’t be too motivated to dig it out and I don’t think it will hurt one little bit to scribble out something new which might have some additional thoughts in it and certainly is in tune with the current zeitgeist.
 
However, I have been enthused to write this because the recent plunge in the Markets and the behaviours and activity I have witnessed on Twitter etc. have highlighted to me that so many People do not have any kind of Strategy and even less do they have a Flexible Plan that is able to adapt fairly quickly to changing circumstances. There doesn’t seem to be a lot of thinking ahead yet it is vital that you do this. The most obvious manifestation of this is that a large number of People are clearly ‘Uber Bulls’ and they in essence remain pretty much 100% Invested whatever the Markets do. This has proven to be a very profitable and wise approach for the last 12 years of a rampant Bull Market, but the idea that this will always be the case is in essence very naïve and dangerous.

Read More
0 Comments

Pound Cost Averaging or Ravaging?

5/3/2020

0 Comments

 
Tweet
Fairly recently I caused a bit of a stir on the Tweets when I suggested that People who have regular payment plans into Funds (normally Unit Trusts – see my ‘Funds’ page for definitions of what the different types of Funds actually are), might be wise to suspend the automatic payments prior to the Coronavirus problems when it is highly likely that we could see Stockmarkets really struggling.
 
I got a lot of flak for this and it is very understandable why because there are maybe some advantages of such drip-feeding over time; but for me personally, I wouldn’t do this at all. But then I am perhaps a different type of Investor to many others and there is an element of ‘Horses for Courses’.

Read More
0 Comments

When ‘Success’ and an Income Portfolio don’t mix

27/2/2020

4 Comments

 
Tweet
I’ve been meaning to write this hopefully fairly short Blog for a while but I keep getting distracted onto other things and we actually discussed this on a recent TPI Podcast so I wasn’t feeling a huge need to get it written. Having said that, we didn’t go into a comprehensive coverage of the issues and there is always a sense I have that I should try to cover as many topics as I can within my Blog Archive, so that WD Readers can revisit it in the future if they want to know about something. Maybe new Readers might find it useful also as the whole WD thing should really be to help Newbies as its main Sultana d’Etre (should that be ‘Raisin’?).
 
The essence of the ‘problem’ with my Income Portfolio is that my original theory behind it was to generate an Income Stream from the Dividends that was at least 5% a year based on the starting position each year. Apart from other aspects such as low activity and low risk and the diversification benefits, part of my thinking was that at some point in time in the future, I might have grown the Income Portfolio enough so that it would be throwing off Dividends that might amount to maybe £6,000 a year or so and that with other Income sources I have, I could get to a position where my Yearly Spending needs on food and rent and stuff are covered without me having to sell any Shares or make any money on Spreadbets etc. It is simply easier to just take Dividend Cash out of an Account than to have to think about which Shares to sell and all the timing issues and suchlike.

Read More
4 Comments

3 Simple Stock Categories

21/2/2020

0 Comments

 
Tweet
I am sure I have mentioned a few times before how I really struggle with this idea of ‘Growth Stocks’ and ‘Value Stocks’ and my whole beef is really around the idea that a Growth Stock doesn’t need to encompass the concept of Value and that Value Stocks really seems to be lazily used to describe Stocks with a large Dividend Yield. Of course the idea that all Stocks with chunky Yields represent value is silly because they could just as easily be flagging a big problem and actually be a ‘Value Trap’.
 
‘Value Trap, utter Cr*p.’
 
I was thinking that had a bit of a rhyme to it and then I remembered a joke from the comedian Tony Hawks (he’s on Radio 4 a bit but most people probably won’t know him – apart from the book ‘Round Ireland with a Fridge’ which is very good), where he talks about when he had a minor hit record as ‘Morris Major & the Minors’ probably in the late 1980s and it was called ‘Stutter Rap’. Anyway, he was on about reviews it had got and some wag in a Music Paper of the time had the written the headline; ‘Stutter Rap, Utter Cr*p’.

Read More
0 Comments

Bubble, Bubble, Toil and Trouble – Part 2 of 2

6/2/2020

0 Comments

 
Tweet
If you haven’t read Part 1 yet it is probably a good idea to do so and you can find it here:
 
https://wheeliedealer.weebly.com/educational-blogs/bubble-bubble-toil-and-trouble-part-1-of-2
 
When that Part finished I was going through the reasons why I am thinking that a proper full-on Bubble has become more likely, and here are a load more:
 
Technical ‘Breakouts’ on Major Indexes
If you keep up with my Weekly ‘Stocks & Markets’ Blogs which usually come out late on a Sunday Night, then you will probably have seen me mentioning the strength in the Indexes and how many have either recently ‘Broken-out’ to new All Time Highs (the US Markets) or they are very near such Break-outs and I expect to see them soon (German DAX, CAC40, FTSE100) and such Price Action is extremely Bullish and supportive of the start of a Bubble if that is how things are going to play out. It is pretty remarkable that after 11 years of the Longest Bull Market ever, we still have such strength and demand for Stocks.

Read More
0 Comments

How to hold for the Long-term – Part 2 of 2

9/1/2020

0 Comments

 
Tweet
Needless to say if you have not read Part 1 yet then it probably makes sense to go back to that one first before you start on this one. You can find it here:
 
https://wheeliedealer.weebly.com/educational-blogs/how-to-hold-for-the-long-term-part-1-of-2
 
Anyway, I was going through various Bullet Points around the subject matter concerned and here are the next bunch:

Read More
0 Comments
<<Previous
Forward>>

    'Educational' WheelieBlogs

    Welcome to my Educational Blog Page - I have another 'Stocks & Markets' Blog Page which you can access via a Button on the top of the Homepage.

    I hope you find the Entries here thought provoking and valuable. There is a sizeable Archive starting to build - use the Filters below to take the full benefit. If you have just Landed on this Page, feel free to have a poke around at the rest of my Website (s)....WD

    Blog Index List  now sits on the WD2 Website - click the Button below:


    BLOG INDEX LIST

    Archives

    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 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
    April 2019
    March 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

    Categories

    All
    Accounting
    Beginners
    Bonds
    Book Reviews
    Business Information
    Commodities
    Conference Reports
    Danger
    Events
    FOREX
    Fundamental Analysis
    Funds
    Getting Started With Stocks
    Guest Blogs
    Hedging
    Income Portfolios
    Information Sources
    Interviews
    Investment Strategy
    IPO
    Macroeconomics
    Manifesto For Making Money
    Market History
    Market Structure
    Non-Finance Books
    Peer 2 Peer Lending
    Politics
    Portfolio Management
    Psychology
    Retirement/Freedom
    Scores On The Doors
    Selling Rationale
    Short Term Trading
    Social Media
    Spreadbetting
    Stock Buy Rationale
    Stock Ideas
    Technical Analysis
    Templates
    Tools And Techniques
    Trades
    Trading Products
    WD Messages
    Week Ahead Indexes


    Please see the Full Range of Book Ideas in Wheelie's Bookshop.

Powered by Create your own unique website with customizable templates.
  • Home
  • Trades
  • Educational Blogs
  • Wheelie's Bookshop
  • M3 Manifesto
  • Portfolios
  • WheelieBin / WheelieWatchlist
  • Non-Finance Books
  • Beginners
  • Monthly Performance