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4 March 2010
Dear Fellow Investor
This weeks newsletter is a letter by Tim Price, Director of Investment at PFP Wealth Management in London.
Two previous newsletters have contained articles written by Tim.
One was called Hitting it out of the park which showed how investors routinely overpay for growth companies (companies with high growth expectations), relative to value companies (companies with poor growth expectations), usually to the detriment of their investment performance.
The other was called Happy New Fear, where Tim wrote about what investors may encounter in 2010.
Take a minute to read the articles if you missed them. They are worth five minutes of your time.
Getting back to today's newsletter.
As I have mentioned in the past Tim, is one of the few market professionals that gives his true opinion of the market, not just the view that it will always go up as most commentators inevitably do..
On to Tim telling it like it is (emphasis mine)
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Have you been thinking
that you should be invested in China but do not know how to go about it?
This weeks newsletter may give you the answer, as a legendary UK fund
manager (comparable to Peter Lynch) comes out of retirement to start a
new fund focused on China.
Below is an interview Jonathan Davis (Independent
Investor blog) had with Anthony Bolton, the legendary UK fund
manager.
Jonathan graciously agreed for me to use the interview in the guest post
below. (Emphasis mine)
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Due to the way we think, be it because of
evolution or our nature, our minds sets many traps for us.
And, unless we are aware of them, these traps can greatly limit our
ability to think rationally and make intelligent investment
decisions.
The first step to avoiding these traps is to be aware of them and then
putting reminders or check-lists in place for you to avoid them in
future.
Here are five of the most harmful traps for investors, and how you can
avoid them:
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Are you unhappy with you financial heath?
If you answered yes you are most certainly not alone.
Once people have learned what I do for a living, most of them at some or
other time they ask me for financial advice.
Questions like - where can I invest my money for a quick short term gain
without any risk? Are quickly answered with a simple “nowhere” but a
lot of times the questions are more fundamental in nature and are more
difficult to answer.
For example
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How
do I know if I am saving enough?
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What
should I be investing in now?
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What
does a good retirement plan look like?
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How
much money do I need for retirement?
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Have you also been playing the what if game since the
severe market declines in 2008 and in the the first quarter in 2009?
I
know I did and, to a large extent, it kept me out of the
market last year causing me to lose out on quite substantial
gains.
It is not that I did not find any attractive investment
opportunities,
I was just frozen like a rabbit in the headlights by the banking
crisis, Lehman bankruptcy and sudden market decline.
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