Weekend Reading – Avantis Launches Small Cap International Stock ETF
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.
Invest Wisely section is dedicated to research on how to invest for the Long Run using Passive Investment Strategies. Read Topics related to (i) Portfolio Construction and Asset Allocation (ii) Acting wisely by avoiding behavioural traps and also (iii) publications that help understand how financial markets work.
Active Investing section relates to improving your knowledge about active investing. If you decide to sin, then sin only a little. Given ample evidence, combined active bets should be ideally a relatively small fraction of your portfolio. This section also includes Sustainable Investing. You can invest in a Socially Responsible way, but there are many ESG traps. Learn how to invest sustainably, and what it means for expected returns, with our definitive guide to sustainable investing.
Personal Finance section is dedicated to UK and European Products. It can also touch on other European jurisdictions outside the Euro-zone.
- Recommeded Reading
- Youtube (Required watch time)
- Podcast (Listening Time)
- Academic Research - May require intermediate/advanced knowledge
- Noteworthy Twitter Thread
The game of professional investment is intolerably boring and overreacting to anyone who is entirely exempt from the gambling instinct; whilst he who has it must pay to this propensity the appropriate toll
INVEST WISELY
CONSTRUCT YOUR PORTFOLIO
Exposing financial charlatans - the YouTube trading course seller (Bankeronwheels.com)
- Investment portfolio examples: asset allocation models for beginners (Monevator)
- Avantis Launches Small Cap International Stock ETF [Non UCITS] (ETF Stream)
- 7 steps to a better portfolio (Rational Reminder )
- For bond investors, near-term pain but long-term gain (Vanguard)
- In conversation with ReSolve Asset Management CIO on his approach to portfolio construction for individuals (Excess Returns - 1 hr 13 min)
- Replicating Investment Perforance with S&P 500 & Cash (CFA Institute)
- Is Cash the Best Insurance Asset? (Discpline Funds)
- Let the Flowers Bloom: Eight Ways You Can Maximize the Power of Compounding (Validea)
The primary purpose of bonds is to reduce the overall volatility of the portfolio, but as we saw in 2022, that doesn’t mean they can’t lose money. In fact, 2022 was the worst year for bonds in US history. And now that we’re in a new period of higher interest rates on money market funds, CDs, and short-term Treasury bills, its quite noticable that an increasing number of people are wondering whether they should hold cash instead of bonds.
UNDERSTAND FINANCIAL MARKETS
The Top Performing S&P 500 Sectors Over the Business Cycle (Visual Capitalist)
The business cycle fluctuates over time, from the highs of an expansion to the lows of a recession, and each phase impacts the performance of S&P 500 sectors differently. And though affected sectors have different levels of average performance, any given period may see the outperformance of certain sectors due to external factors, such as technological advancements or high-impact global events (i.e. global pandemics, international conflicts, etc.)This graphic uses data from SPDR Americas Research to show the top performing sectors through the business cycle over almost 70 years. Overall from December 1, 1960 to November 30, 2019, the dataset covers: 7 recessions, 7 recoveries, 12 expansions and 11 slowdowns.
Read more on Visual Capitalist
- Country Risk: A July 2023 Update (Aswath Damoradan)
- G7 vs. BRICS by GDP (PPP) (Visual Capitalist)
- Global Debt Projections (2005-2027P) (Visual Capitalist)
- what makes a secular bull market so strong, pervasive, long-lasting, and resilient (Ritholtz - 1 hr 2 min)
- Are the Markets Stacked Against the Little Guy? (A Wealth of Common Sense)
- Vanguard's hard pass on a soft landing (Bloomberg - 39 min)
HOW TO INVEST
Active Investing
FACTOR investing
- Regression is a tool that can turn you into a fool (Alpha Architect)
- Index Investing your way into managed futures (CAIA Association)
- On trend following with Jerry Parker (Trend Following Radio - 57 min)
- Reconciling Individual Stock Returns and Factor Portfolio Returns (Alpha Architect)
- Systematic Investor Series ft. Andrew Beer & Jerry Parker (Top Traders Unplugged - 14 min)
Do trend following managed futures impact safe withdrawal rates? (Alpha Architect)
In a very simplistic way, one can think of your portfolio, like a baseball team:
Stocks would be your home run hitter who strikes out a lot and play first base — they can produce some great offense, but not much with respect to defense.
Bonds are like a great defensive shortstop: mediocre at hitting, but they are on your team to play defense.
Read more on Alpha Architect
discretionary investing
We’re in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies perceived as being the winners of this new wave of computing. Companies that aren’t even in “tech” are touting their AI bonafides. And of course, in private markets, every venture capitalist suddenly seems to be pivoting to AI in some way or another. But who will actually win?
ALTERNATIVE ASSET CLASSES
WALL STREET
SUSTAINABLE investing
crypto
BAD BETS
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.
PERSONAL FINANCE
Wealth Management
Early Retirement
FINANCIAL PRODUCTS
COST OF LIVING
OUR Community
Question of the week
From Bankeronwheels.com
Today's prices are not coming back!
In 2024, we will be increasing coaching service prices.
Sometimes individual sessions are very helpful to get past your investing concerns. Our readers asked us to create a coaching service. And we’re proud to say, that some of them even ditched their Financial Advisors, after experiencing the value we provide. Some of the topics we recently discussed include:
- How much money do I need to retire with higher inflation?
- Medium Term or Long Term Bonds with today’s yields?
- Risks and Returns of Money Market Funds
- Asset Allocation for 10-15 year goals with narrowing returns between Equities &Bonds
- Merits of UK Trusts that invest in unlisted companies
- Traps with choosing brokers – PFOF & Risks of moving to another country
- International Situations – Choosing ETFs when leaving Europe
From Bankeronwheels.com
Today's prices are not coming back!
In 2024, we Will be increasing coaching service prices.
Sometimes individual sessions are very helpful to get past your investing concerns. Our readers asked us to create a coaching service. And we’re proud to say, that some of them even ditched their Financial Advisors, after experiencing the value we provide. Some of the topics we recently discussed include:
- How much money do I need to retire with higher inflation?
- Medium Term or Long Term Bonds with today’s yields?
- Risks and Returns of Money Market Funds
- Asset Allocation for 10-15 year goals with narrowing returns between Equities & Bonds
- Merits of UK Trusts that invest in unlisted companies
- Traps with choosing brokers – PFOF & Risks of moving to another country
- International Situations – Choosing ETFs when leaving Europe
DESIGN YOUR LIFESTYLE
Personal Development
Naval Ravikant - The 6 BIGGEST Middle Class Habits Keeping You in the Rat Race (Naval Ravikant)
Naval digs deep into psychology of status, materialism, beliefs and much more that is keeping you down.
- How To Live an Asymetric life (Graham Weaver - 33 min)
- Finally Learn to Say No (Art of Manliness - 44 min)
- How To craft a life worth living (Good Life Project - 1 hr 3 min)
- Avoiding the Trap of Upgrading Your Lifestyle (Vestpod)
- How To reduce anxiety & polish the lens of consciousness (The Tim Ferris Show - 2 hr 25 min)
- Exploring your capacity to overcome anything (The daily stoic - 50 min)
Health & Wellness
CAREERS
Mapping Working Hours & Salary Across The OECD countries
At the top is Mexico, where the average worker clocks over 2,000 hours per year. This reflects the country’s labor dynamics, which typically involves a six-day workweek. For context, 2,128 hours is equal to 266 eight-hour workdays. The only other country to surpass 2,000 annual hours worked per worker is Costa Rica, which frequently tops the World Economic Forum’s Happy Planet Index (HPI). The HPI is a measure of wellbeing, life expectancy, and ecological footprint. Looking at the other end of the list, the two countries that work the fewest hours are Germany and Denmark. This is reflective of the strong labor laws in these countries as well as their emphasis on work-life balance.
More on PBS
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.
TECH AND SCIENCE
Travel
From Bankeronwheels.com
From Bankeronwheels.com
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miscellaneous
Why Oppenheimer deserves his own movie (Veritasium - 33 min)
“If you want to learn more about Oppeheimer, I strongly recommend the book “American Prometheus” By Kai Bird and Martin Sherwin. It is a remarkable book, very much deserving of the Pulitzer prize it received”
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Good Luck & keep’em* rolling!
(* Wheels & Dividends)
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
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Why Do Portfolio Managers Care About Factors? It’s Not What You Think.
Broker Cost Comparison Tool
Weekend Reading – Vanguard’s Strategies to Live Off Your Portfolio Without Draining It
Investing Is Simple, Like Riding A Bike (Book Review – Italian)
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