The Adventurous Investor

Investment trusts, ETFs, alternatives and more.....

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A New addition to the Dynamic 35: BlackRock World Mining

Investing in mining stocks is always a speculative exercise. On a practical level although there is some logic to investing in large diversified global mining groups – the Rio’s, BHPs, and Glencore’s – there are also some very obvious ‘execution’… Continue reading →

Green Delusions

As governments – our own included – start to throw around climate change commitments like confetti, I think it’s time for some honest talk. I am no Green skeptic and I think a) we can get to net zero within… Continue reading →

The best share ever and more DeFi listings

Just caught up with an interesting story via CNN Money today. Care to guess what’s the most successful stock over the last 53 years since 1968? “One dollar invested in this company in 1968 was worth $6,638 yesterday (including dividends)…. Continue reading →

Monday Macro – reflationary excess and sticky price inflation

Over the last few months, I’ve become progressively more bullish about the likely economic recovery. But I realize that my optimism is increasingly a consensus view – which opens me to the charge of groupthink. Or alternatively, I could simply… Continue reading →

Interesting news on Phoenix

Good news this morning for one of my trading list stocks, Phoenix Spree. As predicted the German courts have found in favour of the property funds and struck down the Berlin law. Unsurprisingly the Phoenix share price is up this… Continue reading →

Greenwood’s spin on some of my favourite unloved funds

Nick Greenwood runs an excellent fund over at Premier Miton called the Premier Miton Worldwide Opportunities Fund: the Citywire fund profile of this vehicle is here – https://citywire.co.uk/funds-insider/fund/premier-miton-worldwide-opports-a-acc/c23680?periodMonths=12 I think it’s fair to say that Nick spends a great deal of… Continue reading →

Great event tomorrow on leveraged shares on single stocks- not too late to sign up!

Adventurous Investor regulars will know that I’m quite keen on single-stock leveraged trackers. I think they serve a valuable purpose, especially with tech and growth stocks. Anyway, if you want to find out more, my colleagues at ETF Stream have… Continue reading →

Monday Macro – Energy prices, tech stock liquidity and small-cap passive holdings

One of my few predictions for the coming year (apart from a Q2 equities sell-off plus surging commodity prices) is that we might see a big spike in oil prices this year, with the possibility of oil pushing past $80… Continue reading →

Three speculative ideas: Geiger Counter subs, Iovance and Base Resources

Today I have three adventurous, speculative investment stock-specific ideas – all three of which I am currently looking at for my own portfolio. First off, we’re back to my bullish views on nuclear power and uranium prices. I’m primarily exposed… Continue reading →

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