24 years investing together - What worked for us & lessons learnt
The club was set-up in 1997 in Yorkshire; we share in this site our experience, lessons learnt, what worked for us (or not) over the past 24 years
Read more: Mobius Overview
A bird's eye view of some of the key components of our investment strategy; asset allocation, portfolio size, monitoring, risk tolerance and watchlist ...
Read more: Strategy components
A key instrument in share selection via a set of filters (jointly agreed by club members). Top selection automatically bought
Read more: Systematic approach
Top & bottom 10
With over 147 distinct investments, Persimmon leads with a compound return of 891% . At the bottom, BetOnSport with a total loss.
Read more: Top & bottom 10
A detailed look at compound and cumulative (annualised) returns over short, medium & long terms
Read more: Investment returns
AERs in the past:
Using monthly instalments
There's always a Bull market somewhere