UCITS vs U.S. ETFs – Pros and Cons for Non-US Investors, Small Cap Index Funds: Expectations vs. Reality, Why people like to hold individual stocks instead of funds, Mapped: Investment Risk, by Country, We usually think about what to buy. But “When should I sell?” At Long Last, Bonds Once Again Matter, Recap of UK Tax wrappers.
Interactive Brokers Merger – Are you impacted? When It Comes to Passive Bond ETFs, the Devil Is in the Details. Index funds don’t give you average returns. They almost guarantee you’ll be in the decile. Mixing Bitcoin With 60/40 is Like Using Kerosene as Kindling. Why China’s real estate crisis is different. “We’re going to have a debt crisis in this country” – Ray Dalio
Interactive Brokers (IBKR) is one of the largest brokers in the world, with a $37 bn market cap and ‘A-‘ Credit Rating from S&P.
In September 2023, it announced merging its EU operations, and moving all customers to its Irish entity (IBIE).
We don’t know the exact reasons for this move, except the stated efficiencies, but in January 2024, the U.S. ends its double taxation treaty with Hungary, where its second entity was based.
Most of its Central and Eastern European customers were historically assigned to the Hungarian entity (IBCE).
For most IBKR customers, the major difference will be the change of the regulator. IBIE falls under the supervision of the Central Bank of Ireland, whereas IBCE fell under the supervision of Hungarian Central Bank. Both countries have difference Investment Compensation Schemes.
How Bankers slice the global pie & why index choices mattes, Is the Fed done raising rates, How Often to Rebalance a Portfolio, A new Index based on business activities rather than domicile, CAPM works across asset classes.
It’s Time to Consider Inflation Adjusted Bonds, Bond ladders with iBonds (Updated with new ETFs), Securities Lending Provides Value. But Is It Enough?, 4 ways to diversify concentrated stock positions, Reports of 60:40’s Death Have Been Greatly Exaggerated, Bill Gross on the End of the Great Bond Bull Market, Visualizing the Future Global Economy by GDP in 2050 and more.
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