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Bankeronwheels.com is unlike most Investment websites you have come across
Bankeronwheels.com is unlike most Investment websites you have come across
Have you ever considered matching Bond cash flows with a life event, like buying a house, or kids’ tuition fees, by using an ETF?
iBonds act like regular Bonds. The ETF will mature, and you will be repaid at a predetermined date.
However, they offer several ETF advantages over regular bonds – they trade like stocks, are diversified, and don’t require high investment amounts to get
▶ Vanguard LifeStrategy – Updated Return Expectations
▶ Implications of Regime-Shifting Stock-Bond Correlation
▶ Duration matching asset allocations with personal goals
▶ Honey, the Fed Shrunk the Equity Premium<br
Your friend’s stock first skyrocketed, then hit a plateau, and ultimately lagged behind the market. Sound familiar? That’s because it’s a tale as old as time. He’s now so
▶️ Investing for the Short to Medium Term – The new UCITS iBonds ETF
▶️ How to Use Cash in a Portfolio
▶️Dissecting the Investment Factor
▶️Position Sizing: Optimizing for
Include Hidden Fees
The tool provides an estimate of the overall cost over the simulated investment horizon, with an initial lump sum and monthly investments, including (i) Trading Commissions (ii) Custody Fees (iii) Inactivity Fees and (iv) Maintenance/Account Management Fees. Give the tool a try and let us know how we can improve it.
Let’s face it, hardly anyone understands this topic.
We went on a few-month journey to understand what was happening behind the scenes. In this series of guides we bust two myths around ESG. What may surprise you is that: (i) ESG Ratings in most Equity ETFs are not designed to protect the planet (ii) On a Risk-adjusted basis, ESG ETFs will, in the long run, inevitably underperform.
Are Bonds or Cash Preferable?
Most investors are still surprised to hear that Bond ETFs can lose 20% or more. Bonds can also ‘pop’ during a crisis when they gain as much in value in a few weeks!
Another related question is whether keeping cash is preferable? Let’s play with a simplified Bond ETF calculator to get an intuitive sense of what is the upside and downside of Bond ETFs.
This series of guides dives into each type of investment and geography, based on Academia and our Portfolio Management experience. We first design a dedicated framework for ETF selection and then select the Best ETFs. Our guides are: Simple, Tailored, Tax-Efficient with respect to dividends and Sustainable when desired and intellectually honest.
This series of guides is Bankeronwheels.com’s deep dive into cheap Investing. We look at ETF Costs: by selecting the best performing ETF based on Tracking Difference and TERs, Taxes: owed to foreign and local governments on received dividends, FX Fees: Conversion fees when investing in another currency and receiving dividends and Invisible Costs: When trading ETFs, including spreads.
BEST EQUITY ETFs
BEST S&P 500 ETFs
BEST GLOBAL ETFs
GLOBAL INVESTING VS USA
Buying the S&P 500 today? Wait. These 7 Graphs Might Change Your Mind.
SURVIVING THE NEXT BEAR
But how much can you lose? And how do you take advantage of market crashes?
MASTER GUIDE SERIES – SUSTAINABLE INVESTING
Our Guide to ESG & SRI Investing – avoid Wall Street’s traps!
ALL BEST EQUITY ETFs
VANGUARD LIFESTRATEGY
It’s Never Been Simpler To Combine Equities and Bonds in One ETF
ETF SELECTION MASTER GUIDE SERIES
HOW MUCH SHOULD YOU PAY FOR AN ETF?
Average TERs per asset class. What are the tools to compare overall costs.
BEST BOND ETFs
Should I invest in Cash or Bond ETFs? Review all our Bond ETF Guides.
WHICH BOND TYPES FOR YOUR GOALS?
BOND LADDERS: REVIEW OF iSHARES iBONDS
Matching bond cash flows with a life events, such as buying a house.
Don’t spend your entire life working a job you don’t love so that you can maybe retire at 65. Make your money work for you while you sleep.
Most of what’s published and shared about money is either wrong or so old school that it’s obsolete.
Given a reasonable time horizon and if you follow the right principles, you have, by historical standards, no chance of losing money. Join our newsletter today to improve your odds of reaching financial freedom sooner.
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Don’t spend your entire life working a job you don’t love so that you can maybe retire at 65.
Make your money work for you while you sleep.
Given a reasonable time horizon and if you follow right principles you have, by historical standards, no chance of losing money.
Join our newsletter.
Get free access to our best investing resources. Likely the single best newsletter for individual investors in Europe.
Unsubscribe at any time.
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