The 2026 Outlook: The 'No Guessing' Rule
Most portfolio updates are a diary of feelings. This is a breakdown of mechanics. I am positioning for 2026 using an Implied Total Return framework that ignores price targets in favour of Owner Earnings and Structural Alpha.
Systems vs. Goals: A Better Way to Manage Wealth
Most 2026 investment goals fail by February because they rely on willpower. With Morningstar data showing only 14% of active managers win, here is how to build an automated "system" for your portfolio before the April FCA deadline.
How I Mix Evidence‑Based Investing With A Small Contrarian Portfolio
A contrarian investing framework for UK investors: why following the crowd destroys returns, how to think independently, and a simple, evidence‑based way to stay the course.
