Wise Money

DO-IT-YOURSELF INVESTING FOR financial freedom

Bankeronwheels.com is unlike most Investment websites you have come across

DO-IT-YOURSELF INVESTING FOR financial freedom

Bankeronwheels.com is unlike most Investment websites you have come across

OUR LATEST FEATURES

LATEST FEATURES

Riding the Rate Rollercoaster: How Do Bond ETFs Thrive in a Turbulent Interest Environment?

Everyone has an idea about how the Stock market works. Yet, Bond markets are widely misunderstood. By Retail Investors, they are quite often labelled as ‘uninteresting’, to put it mildly. But Bonds are important for the overall success of your investment strategy.

For instance, most investors are still surprised to hear that Bond ETFs can lose 20%+ of value. Bonds can also ‘pop’ during a

Investing GUIDES & TOOLS

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.

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.

GUIDES & TOOLS

BROKER COST COMPARISON TOOL (BETA)

European and UK Brokers tend to have complex fee structures, making them hard to compare. However, most of our readers have simple portfolios that makes it possible to run illustrative scenarios and compare the overall cost in an accumulation phase.
 

New to Bankeronwheels.com? Read how our guides work.

MASTER GUIDE SERIES – SUSTAINABLE INVESTING

Our Guide to ESG & SRI Investing – avoid Wall Street’s traps!

ETF REVIEWS

ETF MASTER GUIDE SERIES – EQUITY INDEX INVESTING

For each type of investment and geography, based on Academia and our Portfolio Management experience, we first design a dedicated framework for ETF selection. Our guides are Simple, when possible, Tailored to your needs, Tax-Efficient with respect to dividends, Sustainable when desired and intellectually honest

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New to Bankeronwheels.com? Read how our guides work.

REACH FINANCIAL FREEDOM SOONER

REACH FINANCIAL FREEDOM SOONER

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.

Get free access to our best investing resources. Likely the single best newsletter for individual investors in Europe.

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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.

As Seen On: