Strategy components
A bird's eye view of some of the key components of our investment strategy; asset allocation, portfolio size, monitoring, risk tolerance and watchlist ...
- Category: investments
Investment proposals
A number of investment approaches to encourage best practice and quality investment submissions from members.
- Category: investments
Timing the market
"time in the market, not timing the market " - At Mobius, we tested this theory using our large data set (October 1997 to August 2020).
- Category: investments
Transactions analysis
Here, we take a deep dive in our investment transactions to help better understand our strategies.
- Category: investments
MRL: Share proposal
Marlowe (LSE:MRL) is an example of an investment proposal submitted to the club using the "Light touch proposals" in free format.
- Category: reports
The first seven years
Have a look at this overarching review of the club’s activities (1997 to 2004). A shorter version appeared in the Bloomberg magazine (January 2005).
- Category: reports
TIFS: Share proposal
TI Fluid Systems (LSE:TIFS) is an example of an investment proposal submitted to the club using the "Light touch proposals" in free format.
- Category: reports
Systematic approach
This is a key instrument in our share selection via a set of filters (jointly agreed by club members). The top (best) selection is automatically bought
- Category: systematic
Sys report 05/08
Here is an example of a monthly report (May 2008, Cookson Group), sent to all members as part ofthe Systematic investment method
- Category: reports
Sys report 07/07
Here is an example of a monthly report (July 2007, Victec Group), sent to all members as part ofthe Systematic investment method
- Category: reports
Meet the club
Some facts & figures, a glimpse into the day to day running of the club. This includes a little bit on size & location of the club, monthly meetings.
- Category: operations
Club's objectives
Four key objectives define Mobius: To learn, to invest, to enjoy and to earn. Here we discuss how these were implemented in the club over the years
- Category: operations
Roles and Responsibilities
Mobius is managed by a number of officers. Some additional roles have been created over time as the club got more experienced.
- Category: operations
Constitution & Rules
The club’s operations have been driven by Proshare (PIC), with some local rules from time to time to address particular problems or situations.
- Category: operations
The Voting system
A three-point score system 5-3-1 with a minimum 60% pass threshold. At decision time, members are invited to rate the proposal..
- Category: operations
Proshare (PIC)
Proshare investment clubs (PIC) was instrumental in the success of the investment club movement but has since left the field and a vaccum.
- Category: overview
Contact us
For membership enquiries, you may contact by email
For all other enquiries or questions related to Mobius, investment clubs or this web site, you may contact by email
- Category: overview
Mobius overview
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 27 years.
- Category: overview
Disclaimers
This site shares information and ideas which might be of interest to private investors. The information contained in this website is for general information purposes only.
- Category: overview
Top & bottom 10
With over 147 distinct investments, Persimmon leads with a compound return of 891% . At the bottom, BetOnSport with a total loss.
- Category: performance
Investment returns
A detailed look at compound and cumulative (annualised) returns over short, medium & long terms
- Category: performance
Performance benchmark
Here, we share our benchmark selection, methodology and contrast their performance with Mobius fund.
- Category: performance
Impact of dividends
The club’s investment strategy main focus is on growth. Dividends contribute 13.4% of the club’s total net gains. Dividend yield stands at 3.9%.
- Category: performance
