In June I wrote a post looking at a theoretical portfolio of nine ETF’s giving exposure to ten of the cheapest countries according to CAPE ratio. This post looked at year-to-date returns from these nine holdings. With September having now passed, it is time for an update on this performance.
A few weeks ago I was asked if I’d be interested in contributing an interview to DIY Investor Magazine. Flattered as I was, I wasn’t sure whether people would be interested in reading about someone who’s only been investing properly for two years.
If you’re not familiar with the magazine, it follows a preset six questions asked of each interviewee. I fortunately had the opportunity to read previous examples, including the most recent by @WheelieDealer. Having taken a look, I felt I had the requisite experience to be able to give reasonable answers to these questions. After all, there are always people just starting out, and if I could assist them in any way I’d be more than happy to do so. The magazine was therefore published last week, and the Q&A interview went live this weekend:
— DIY Investor (@diyinvestornet) October 21, 2017
It was a very interesting experience to be able to look back on my journey so far. It’s been a good decade or so since I started learning about price/earnings ratios and whatnot, and I’ve made some mistakes, but overall it’s been a positive experience.
So without further ado, my Q&A interview with DIY Investor Magazine.
Leave a comment below, or find me on Twitter @BritishInvestor.
Many of you will know I talk regularly about my investing practice and the framework I am developing. Having been at this for only two years I am well aware this framework will remain a work in process for a good while yet, but so far it is based on two essential tenets. One, investment in free cash generative, growing businesses. Two, investment in these businesses at reasonable valuations. But I have a confession to make. I have in the past few weeks had my head turned.