Weekend Reading – How To Protect Your Portfolio: Gold & Bonds

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.


Life is 10% what happens to me and 90% of how I react to it.



Decoding ETF Names & Discovering Tools To Find Them (Bankeronwheels.com)

In Europe and the UK, selecting an ETF means choosing between multiple currencies, different ETF domiciles, impacting the tax rate on dividends paid to the US Government, or different Stock Exchanges.

But it’s also never been easier to buy ETFs. ETF Names can be confusing, but once you crack their code, you can avoid life-long fees charged by Robo and Human Advisors. It will make you substantially wealthier. Today, let’s crack the ETF code.

[Read our article]


Prof. John Y. Campbell: Financial Decisions for Long-term Investors (Rational Reminder - 1 hr 18 Min )

Listen also on:

John Y. Campbell, a British-American economist, professor of economics at Harvard, and founding partner at Arrowstreet Capital, a systematic asset management firm based in Boston joins the conversation to answer long-term investor’s questions.


CME's Terry Duffy on the Risks He Is Seeing Right Now (Bloomberg - 51 Min )

Terry Duffy is the chairman and CEO of CME Group, the world’s biggest derivatives exchange and a trading behemoth whose name is synonymous with Chicago’s financial industry. In this wide-ranging interview, Duffy talks about the big risks in the market he’s seeing right now and how the CME is preparing for them.


FACTOR & Thematic investing





The corporate raider throwing Stones from his own glass house

Until this week Icahn Enterprises had a market capitalisation of around $18bn, more than triple the reported net value of its assets. These include majority ownership of energy and car companies, in addition to an activist-investment portfolio. On May 2nd Hindenburg Research, a short-selling outfit founded in 2017 by Nathan Anderson, accused Icahn Enterprises of operating a “Ponzi-like” structure. Icahn Enterprises has shed more than a third of its market value since Hindenburg released its report. Read more on Hindenburg Research




Beat Most Investors with our ETF Master Guides

Here are the first three ETF Master Guides:

  • Get Rich, Slowly but Surely – We designed Equity ETF selection frameworks and then picked the best funds in each category, so you don’t have to.
  • Become a Passive Investing Ninja – Have no mercy for Financial Institutions. Cut TERs, Taxes, FX Fees and Invisible Costs.
  • Don’t get fooled by Wall Street – Hardly anyone understands Sustainable Investing. ESG Ratings are not designed to protect the planet. Adjusted for risk, ESG ETFs will also inevitably underperform. But there are ways to invest Sustainably. 
Want to be notified about the upcoming Master Guides?  Subscribe to our insights.


Wealth Management

Just Keep Buying (Bankeronwheels.com)

A few months ago, we reviewed Just Keep Buying by Nick Maggiulli.  What makes the book stand out? Our readers won’t be surprised to learn that most of Nick’s conclusions can be found in other books we’ve reviewed. 

In fact, parts of the book have been published on Nick’s own Of Dollars and Data blog. But with this new compendium, Nick adds some fresh perspectives.

[Read our article]



OUR Community

Question of the week

How would you describe your current life situation?
We Help You Avoid Costly Investing Mistakes.

Who Are Coaching Sessions For?

  • Beginners often ask us: How do I reach my goals? When should I invest? How do I come up with the right asset allocation? What About Short-Term Investing?
  • Advanced investors come to us to get their portfolios challenged: What could derail my strategy?  Bond Ladder or Bond ETFs? What are risks related to Factor Premia? How much can I withdraw from my portfolio annually? 
Don’t take our word for it. Check the reviews to see what other investors think. 
We Help You Avoid Costly Investing Mistakes.

Who Are Coaching Sessions For?

  • Beginners often ask us: How do I reach my goals? When should I invest? How do I come up with the right asset allocation? What About Short-Term Investing?
  • Advanced investors come to us to get their portfolios challenged: What could derail my strategy?  Bond Ladder or Bond ETFs? What are risks related to Factor Premia? How much can I withdraw from my portfolio annually?

Don’t take our word for it. Check the reviews to see what other investors think. 


Personal Development

How to perform at your best physically and mentally? (Meb Faber - 1hr 10 Min )

Louisa Nicola, a neurophysiologist and human performance coach, and the founder of Neuro Athletics, which provides scientific strategies to help athletes and investors achieve peak performance joins the conversation on how all of us can become better investors by giving a masterclass on peak performance.

She walks us through the three pillars she focuses on: sleep, exercise and nutrition. 

Health & Wellness


Should You Quit Your Job? (The Outcome - 12 Min )

Should you quit your job and start a business? Joe Rogan & Garyvee talks about how to know when to quit your job and how to actually do what you love. This will be the most life changing speech you will see. It will motivate you to quit your job at the right time.

Work, Play & Surf: 5 Beach Gateways for Digital Nomads from Okinawa to Koh Lanta (Bankeronwheels.com)

Over the past year, Raph and I worked remotely from Digital Nomad places in Asia and Europe. Sometimes illusionary in a corporate environment, work-life balance can also be tricky on the move. We tested different coworking spaces, but sometimes adapted a work-from-home style when options were limited. Time off while travelling can be incredibly rewarding. We wanted to bring out unique activities each place offers to make your choice easier.

[Read our article]




Join Some Of The Smartest Investors

Do You Want to Know What Other Wise Investors Are Doing?

Our community forum has over 500 members, with decades of investing wisdom and index investing experience. Join us and get your answers.  


The Inside Story of ChatGPT’s Astonishing Potential (Greg Brockman - 30 Min )

In a talk from the cutting edge of technology, OpenAI cofounder Greg Brockman explores the underlying design principles of ChatGPT and demos some mind-blowing, unreleased plug-ins for the chatbot that sent shockwaves across the world. After the talk, head of TED Chris Anderson joins Brockman to dig into the timeline of ChatGPT’s development and get Brockman’s take on the risks, raised by many in the tech industry and beyond, of releasing such a powerful tool into the world.
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.


OUR Community

Last Week We asked you

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Each week we go through hundreds of articles, some submitted directly to us via this form, and through social media. Share your discovery with the community.

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