Weekend Reading – What Worked? Returns Of Popular Portfolios.

Weekend Reading is a collection of Investment Research and Lifestyle topics from all corners of the Web. We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. As usual, everything is to be used at your own risk.  Below is the type of content we shortlist:

If you put the government in charge of the Sahara Desert, in five years there’d be a shortage of sand

Portfolio Construction

Asset Allocation

Our Unmissable Top 10

As we prepare our pipeline of articles and ideas for 2024 it’s time to summarise what you liked in the prior 12 months.

Here are some of our most-read posts of 2023, and some of your favourites.

Did you catch them all?

[Read our article]

Vanguard TOP Reading list: From 60/40 to securities lending (Vanguard)

Vanguard: We’re looking back at some of our more popular and enduring investing topics of 2023. The 60/40 portfolio sparked a lot of conversation, as did the impact of rising bond yields on retirement portfolios. The 60/40 portfolio is not a one-size-fits-all approach, Vanguard researchers say. It’s also not so rigid that it can’t be customized to suit individual needs and preferences. And investors who use the 60/40 strategy should review their portfolio periodically to make sure the allocation is still right for their circumstances.  Our approach to securities lending also resonated with readers.

Read more on Vanguard

UNDERSTAND FINANCIAL MARKETS

Long History of US 10-Year Treasury Yields (Goldman Sachs)

Yields have stabilised and dropped c. 1% from recent highs. 

Where are we looking at the history of the 10-year Treasuries?

Read more on Goldman Sachs

HOW TO INVEST

Active Investing

FACTOR investing

Trends and Cycles of Style Factors in the 20th and 21st Centuries (Journal Of Portfolio Management - BlackRock)

The recent weaker performance of value in the 21st century, including the value drawdown over 2017 to 2022 which is the worst value drawdown ever experienced, can be attributed to both a decreasing trend component and downturns in cyclical components. Momentum performance has also declined in the post-2001 period due to decreasing trends, while the trends of the quality and size factors have increased.

Read more on BlackRock

discretionary investing

ALTERNATIVE ASSET CLASSES

WALL STREET

SUSTAINABLE investing

BAD BETS

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ETFs

UCITS ETFS

US ETFs

BlackRock is set to launch ten ETFs focused on Treasury inflation-protected securities (TIPS). Ranging in maturity from 2024 to 2033, these ETFs will seek to provide inflation protection to investors concerned with erosion of purchasing power. The new TIPS-defined maturity bond ETFs will carry an expense ratio of 0.1%. [ETF.com]

A Bankeronwheels.com Service
Take Control of Your Financial Future: Custom Coaching for Cost-Savvy Investing

Confused about asset allocation? Rethinking your portfolio strategy? Wondering how much you can safely withdraw for a seamless transition to part-time work or retirement?

Personalised guidance can often be the key to overcoming your investment dilemmas. At the request of our readers, we’ve launched a tailored coaching service designed to address your unique financial needs. Our readers have found such profound value in our sessions that they’ve confidently moved on from their traditional – and often very expensive – Financial Advisors.

A Bankeronwheels.com SERVICE

Take Control of Your Financial Future: Custom Coaching for Cost-Savvy Investing

Confused about asset allocation? Rethinking your portfolio strategy? Wondering how much you can safely withdraw for a seamless transition to part-time work or retirement?

Personalised guidance can often be the key to overcoming your investment dilemmas. At the request of our readers, we’ve launched a tailored coaching service designed to address your unique financial needs. Our readers have found such profound value in our sessions that they’ve confidently moved on from their traditional – often very expensive – Financial Advisors. 

Wealth Management

Personal Finance

UBS - Global Wealth Report (UBS)

The annual UBS Wealth report is here. Belgium has the highest median wealth per adult. Denmark and Switzerland are not far off. North America and Europe account for 56% of total global household wealth, but contain only 16% of the world adult population. The U.S. accounts for 38% of the world’s millionaires, well-ahead of China in 2nd place with 10%. 

Read more on UBS

Early Retirement

DESIGN YOUR LIFESTYLE

Personal Development

Matt Mullenweg — The Art of Crafting a Sabbatical, Thriving in an AI World, and Tips for Life’s Darkest Hours (The Tim Ferris Show - 2 hr 39 min)

Add to your podcast player:

Mullenweg is co-founder of the open-source publishing platform WordPress, which now powers over 40 percent of all sites on the web. Additionally, Matt runs Audrey Capital, an investment and research company.  In his spare time, Matt is an avid photographer. He currently splits his time between Houston and San Francisco.

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Health & Wellness

CAREERS & Entrepreneurship

Travel

The Future of Tech & Economy

economy

Something Terrible Is Happening in Italy (Economics Explained - 18 min)

Italy is in trouble… but this doesn’t seem to be a new thing. With mountainous protection from the north and great trade connections through the Mediterranean sea, Italy has been in an ideal geographic position that has benefitted the country economically for millennia. After a decade of stagnation, can Italy boom like it has in the past, or is this time different?

TECH AND SCIENCE

An Introduction to AI for everyone (Andrej Karpathy - 1 hr)

This is a 1 hour general-audience introduction to Large Language Models: the core technical component behind systems like ChatGPT, Claude, and Bard. What they are, where they are headed, comparisons and analogies to present-day operating systems, and some of the security-related challenges of this new computing paradigm.

From Bankeronwheels.com
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors In Europe & the UK

Liked the quality of our guides? There is more. Every week we release new guides, tools and compile the best insights from all corners of the web related to investing, early retirement & lifestyle along with exclusive articles, and way more.  Probably the best newsletter for Individual Investors in Europe and the UK. Try it. Feel free to unsubscribe at any time.

🎁 In the first email, you can download a FREE comprehensive 2-page checklist to construct & monitor your portfolio and clean up your personal finances.

And finally

What The Prisoner's Dilemma Reveals About Life, The Universe, and Everything (Veritasium - 28 min)

The video “What The Prisoner’s Dilemma Reveals About Life, The Universe, and Everything” focuses on the Prisoner’s Dilemma, a well-known problem in Game Theory. It features insights and expertise from notable figures such as Prof. Robert Axelrod and Prof. Steven Strogatz, with references to various resources related to the topic, such as Axelrod’s work, TED-Ed content on outsmarting the Prisoner’s Dilemma. 

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Good Luck and Keep’em* Rolling!

(* Wheels & Dividends)

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All information found here, including any ideas, opinions, views, predictions expressed or implied herein, are for informational, entertainment or educational purposes only and do not constitute financial advice. Consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek professional advice where appropriate. Read our full terms and conditions.