Henry Cobbe

[Henry Cobbe @HenryCobbe]

Fees matter, and matter more over time. With rising inflation, "hurdle rates" (min required return) are rising too. You can't control market returns, you can't control inflation. But you can control fees! @marymcdougall13 @IChronicle @ElstonSolutions @PippaRComms

[Mary McDougall @marymcdougall13]

🚨Investors beware high ad valorem fees! The compounding effect isn’t particularly intuitive. ⬇️how 3 global equity trackers would have compared over past 2 decades with annual charge of 0.3%, 1.3% and 2.3%. Keeping costs down is key @RobinJPowell @james_nortonVG @HenryCobbe

[Henry Cobbe @HenryCobbe]

Do you know your AMC, from your OCF from your PTC? Trying to breakdown the different layers of not-particularly-intuitive fund fee disclosures! Thank you @marymcdougall13 @IChronicle We do this for all funds on our research list @ElstonSolutions @PippaRComms

[Mary McDougall @marymcdougall13]

There are lots of different fees to consider, including fund management, platform and dealing. Full article here: https://t.co/V2Sgp3R5Mj

[Henry Cobbe @HenryCobbe]

As Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it”. The same applies to fees!

[Mary McDougall @marymcdougall13]

🚨Investors beware high ad valorem fees! The compounding effect isn’t particularly intuitive. ⬇️how 3 global equity trackers would have compared over past 2 decades with annual charge of 0.3%, 1.3% and 2.3%. Keeping costs down is key @RobinJPowell @james_nortonVG @HenryCobbe

[Mary McDougall @marymcdougall13]

🚨Investors beware high ad valorem fees! The compounding effect isn’t particularly intuitive. ⬇️how 3 global equity trackers would have compared over past 2 decades with annual charge of 0.3%, 1.3% and 2.3%. Keeping costs down is key @RobinJPowell @james_nortonVG @HenryCobbe

[Henry Cobbe @HenryCobbe]

@ElstonSolutions #PAAwards22

[Henry Cobbe @HenryCobbe]

@ElstonSolutions Very proud that our model portfolio solution is a Finalist in the Professional Adviser Awards 2022! A lot of creativity, energy and teamwork went in to have got this far, this quickly! Thank you team #Elston! @ElstonSolutions #multiasset #investmentsolutions

[Henry Cobbe @HenryCobbe]

@ElstonSolutions Very proud that our model portfolio solution is a Finalist in the Professional Adviser Awards 2022! A lot of creativity, energy and teamwork went in to have got this far, this quickly! Thank you team #Elston! @ElstonSolutions #multiasset #investmentsolutions

[Investors' Chronicle @IChronicle]

Being a successful investor has as much to do with your behaviour as it does with studying annual reports. In this podcast, @HenryCobbe and @marymcdougall13 discuss how emotional decisions making can lead to bad outcomes. Sponsored by @IGcom https://t.co/0PeJlsCM1Z

[Elston Consulting @ElstonSolutions]

It's ISA season! @HenryCobbe explains what funds are in this brief video for @IChronicle sponsored by @IGcom
https://t.co/8hpvl9qIWg

[Elston Consulting @ElstonSolutions]

In this podcast @HenryCobbe and @davidrbaxter of @IChronicle navigate the world of funds, investment trusts and ETFs.
https://t.co/RfBrPKRZ1X
Podcast sponsored by @IGcom

[Henry Cobbe @HenryCobbe]

US inflation at +7.5%yy Jan-22 ahead of +7.3%yy estimate, and compares to +7.0%yy in Dec-21. Highest print in 40 years, driven by energy and housing. How to adapt portfolios for inflation:
https://t.co/F0E1DhCf0s

#Elston #multiasset #investmentsolutions #inflationhedge
#CPD

[Henry Cobbe @HenryCobbe]

We are delighted to be supporting @LYRowing @RacetheThames #RTTv22 this week. Find out why:
https://t.co/cbn77oaUGD

[Henry Cobbe @HenryCobbe]

We are delighted to be supporting @LYRowing @RacetheThames #RTTv22 this week. Find out why:
https://t.co/cbn77oaUGD

[Henry Cobbe @HenryCobbe]

@EricBalchunas @EtfHearsay Oh no not again… are there any Long Vol ETFs - those would be more useful for portfolio protection in any case…

[Henry Cobbe @HenryCobbe]

@AbrahamOnMoney @AbrahamOnMoney quite!!

[Henry Cobbe @HenryCobbe]

@MarkDampier @AlanJLSmith @chrisflood_FTfm @Vanguard_Group What do you mean “active can’t hold”? Active can hold any of the shares in an index - just in different weights to the index to reflect manager’s view!

[Henry Cobbe @HenryCobbe]

UK inflation is running at long-term highs, driven by Housing, Energy and Transport. Incorporating Real Assets into portfolios means earning from, not paying for, these inflationary trends. Find out more about our Liquid Real Assets Index https://t.co/acBvpkh3Ym
#elston

[Henry Cobbe @HenryCobbe]

Join us for our 4q21 review and 2022 outlook "Through the Looking Glass: a curiouser new paradigm"

In focus: 1. Adapting to inflation, 2. Negative real yields, 3. Path to Net Zero
Register now Wed 26 Jan 10.30am https://t.co/acBvpkh3Ym

#elston #multiasset #investmentsolutions

[Henry Cobbe @HenryCobbe]

@RobinJPowell @FETrustnet @CraigLazzara @AnuRGanti1 @drtimedwards @ShaunWurzbach @MstarETFUS Great to see that the fund tracking the Freedom Smart-Beta UK Dividend Index coming top of the rankings! Benchmark administered by @ElstonSolutions

[Henry Cobbe @HenryCobbe]

@RobinJPowell @FETrustnet @CraigLazzara @AnuRGanti1 @drtimedwards @ShaunWurzbach @MstarETFUS Agree - plus there's no such thing as "passive". There are systematic and non-systematic ways to invest. Yes the table is dominated by index funds, but each of those indices has it's own set of rules - ours is dividend weighted, another is factor weighted @ElstonSolutions