Smarter Investing - Tim Hale - Question

colinjd

On the advice of a number of people on these forums I've been reading Tim Hale's 'Smarter Investing'.

I don't admit to understanding everything he's talking about but the general gist of it seems to be making sense to me, but I seem to have hit a bit of a brick wall that I could do with some help with.

As I'm reading on an iPad I don't know for sure what page it is but I'm upto Chapter 9.5 Building your growth-oriented portfolio return engine - and more specifically the tables used as examples 9.5a and 9.5b.

For some reason I'm really struggling to understand these tables...to me they appear absolutely identical and so I don't understand what point he's trying to make.

Can anyone who has read the book and has it to hand help explain it at all?

Thanks

JohnRo

They're quite different in my book, i do understand what you're getting at though

9.5a separates UK equities from rest of the world excluding uk equities

9.5b allocates all of the world equities including the UK

hope that helps?

colinjd

Thanks for the prompt response.

Do you have the physical book because in my e-version the two tables are identical...the headings, the allocations, everything.

Maybe its an issue just with the e-version?

Assuming at least 9.5a is accurate I'm still struggling to understand it! You have a basic portfolio for UK and one for Global, then another for a Diversified Global and a fourth for Style tilts Global.

I'm obviously a little dense here, maybe I've been reading too much today, but a little clarification would really help thanks.

JohnRo

colinjd wrote: »

Maybe its an issue just with the e-version?

colinjd

And therein lies the problem...

My version has the data from Table 9.5b twice, for both 9.5a & b!!! No wonder I didn't know what was going on.

I've taken a screen-grab of that so if you have to get rid of it, no problems.

Thanks very much, I can get back to studying now :-)

ruperts

Same problem on my Kindle version as well. I must have looked back and forth between the tables a dozen times trying to figure out the difference