A prudent speculator never argues with the tape. Markets are never wrong, opinions often are.
A prudent speculator never argues with the tape. Markets are never wrong, opinions often are.
This blog has been created to help you become a better investor. If you are already investing you know that your results depend not only on investment returns but also on the investor behaviour. Articles you will find on this blog address both components. They illustrate investment strategies, help to analyse investment opportunities and selected securities. It often explains complex topics in a simple manner. It focuses on common sense investing.
Trying to stay informed about markets can get us overwhelmed with information, news and updates – most of which have little relevance to our situation and have low impact in the long-run.
You might find that the financial press is good with keeping you up to date with current market news, but most of what is talked about is not directly relevant to your portfolio or simply inconsequential in the long-run. This blog will help you to focus on most relevant topics and cut out the noise. It will also help you to clarify current situations and comprehend more complex topics. Ideas and information found on this blog tend to focus on fundamentals, which makes them relevant regardless of the size or the structure of your portfolio.
Reading this blog will help you broaden your financial knowledge, learn new analytical methods and understand investment strategies. It will allow you to better understand your portfolio and hopefully help to improve your finances. Articles here aim to cut through the noise and short lived sensation in the financial media, and focus on topics relevant for the portfolio allocation. It provides a lesson for the future without complex jargon.
Karol Pelc is a Portfolio Manager with over a decade of experience in trading securities and managing funds at some of the biggest asset managers, including Deutsche Bank, DWS, Legal and General Investment Management.
Karol managed a range of equity products, which cut across sectors and geographies with strategies including fundamental, quantitative and thematic approaches.
Karol holds a master's degree in Investments, and bachelor's degrees in Economics, Management and in Business.
Writing helps me to organise, and integrate my financial knowledge. It forces me to better articulate my ideas, stimulates critical thinking and challenges my assumptions. Publishing valuable content for my readers encourages me to further my research and to discover more facts, which in turn also helps me to grow as a portfolio manager.
This blog is for YOU, so leave your comment, let me know what you think about the content, request the next topic or just get in touch!