Investment Research

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

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.

▶ 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
▶ Why is Argentina’s economy such a mess?
▶ On Dividend Investing Strategies
▶ Are Leveraged ETFs Worth the Costs and Risk?

▶️ 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 Better Returns
▶️Cheapest destinations for a last-minute holiday this September
▶️Why We Glorify Overwork and Refuse to Rest

▶ Should You Hedge Currencies?
▶ Should you have commodities in your portfolio?
▶ How Dividends contributed to total returns in different markets
▶ Why China’s economy ran off the rails
▶ Sector composition of the S&P 500 since 1985
▶ If the UK stock market is cheap, why doesn’t it go up?
▶ BRICS is fake

▶ Four Reasons Bond Yields Are Rising
▶ Don’t fret about lower bond prices. Bonds mature at par.
▶ Have Bonds Finally Reached Escape Velocity
▶ Sovereign Bonds: In search of safe havens
▶ The 4 big structural forces holding back China’s economy
▶ Everything & Everyone Underperforms Eventually

➡️ Market Cap (Weighted) Hated Indexes
➡️ Why Aren’t Investors Selling Stocks to Buy Bonds?
➡️ One of the best ways to build and maintain an investment portfolio is by stress testing different scenarios
➡️ No time to risk- how to pick a bond ETF for the long run
➡️ Visualising the $105 trillion economy in one chart
➡️ Why Aren’t Investors Selling Stocks to Buy Bonds?
➡️ Is Britain really as poor as Mississippi?

➡️Millionaire Expat: How To Build Wealth Overseas
➡️BlackRock launches Fixed Maturity Bond ETFs in Europe
➡️Wall Street Thinks You’re Dumb: The Rise Of Wise Money
➡️How To Determine Your Investment Risk Tolerance
➡️7 Things I Don’t Own in My Portfolio
➡️Vanguard’s perspective on the U.S. credit downgrade
➡️Why does the BlackRock MSCI World ETF exist?

➡️ Do trend following managed futures impact safe withdrawal rates?
➡️ Is Cash the Best Insurance Asset?
➡️ Investment portfolio examples: asset allocation models for beginners
➡️ Exposing financial charlatans – the YouTube trading course seller
➡️ 7 steps to a better portfolio
➡️ For bond investors, near-term pain but long-term gain
➡️ Avantis Launches Small Cap International Stock ETF