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.
- Recommeded Reading
- Youtube (Required watch time)
- Podcast (Listening Time)
- Academic Research - May require intermediate/advanced knowledge
- Noteworthy Twitter Thread
Life is 10% what happens to me and 90% of how I react to it.
INVEST WISELY
CONSTRUCT YOUR PORTFOLIO
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.
- What’s the Best-Performing Asset Type During a Recession? (Morningstar)
- How Does Gold Perform With Inflation, Stagflation,and Recession? (Institutional Investor)
- Three Lessons From the 60/40 Portfolio’s Stumble (Morningstar)
- Regret and Optimal Portfolio Allocations (CFA Institute)
- A look back and forward at active bonds (Vanguard)
- Will High-Yield Bonds Replace High-Dividend Stocks in Portfolios? (Morningstar)
HOW TO INVEST
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.
- 70 Experts Share Their Most Important Investing Lesson (Excess Returns - 1 hr 52 min)
- Investing is probabilistic — the future only tells us what actually happened (Fortunes & Frictions)
- The Potential Case for FOMO Investing (Think Advisor)
- Stick with what works, fiddle with what doesn't (Joachim Klement)
- Rick Feri hosts Dr. Derek Horstmeyer as they talk various investment topics (Bogleheads Live - 52 min)
UNDERSTAND FINANCIAL MARKETS
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.
- Eric Balchunas and Joel Weber talk the future of ETFs with Shawn McNinch, Global ETF Head at Brown Brothers Harriman (Bloomberg - 31 min)
- You’ve Heard About Behavioral Finance. But What About Physical Finance? (Institutional Investor)
- One group of people can’t substitute their way out of inflation (FT.com - click on the first link)
ACTIVE INVESTING
FACTOR & Thematic investing
- Concentrating on the Best - How many stocks are optimal for a factor portfolio? (Verdad)
- Does it Pay to Diversify by Style? (Morningstar)
- Pursuing Factor Premiums at the Industry and Country Level (Alpha Architect)
- UK Investors: Dividends? Yes! Income Funds? No! (Morningstar)
- Reducing the Impact of Momentum Crashes (Alpha Architect)
- The Need for Speed in Trend-Following Strategies (Man)
- The 'Economic Trend' strategy has realized consistently attractive risk-adjusted returns over a 50+ year sample (AQR)
STOCKS
SUSTAINABLE investing
ALTERNATIVE ASSET CLASSES
WALL STREET
The corporate raider throwing Stones from his own glass house
crypto
BAD BETS
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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.
PERSONAL FINANCE
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.
FINANCIAL PRODUCTS
- Vanguard UK retail platform hits 500,000 users amid low-cost passive boom (ETF Stream)
- UK: Investors swell money market funds (FT.com - click on the first link)
- UK: Thinking of switching bank account? HSBC brings back £200 cash offer for new joiners as it looks to entice more customers (This is money)
COST OF LIVING
OUR Community
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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?
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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.
DESIGN YOUR LIFESTYLE
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
CAREERS & REMOTE WORK
Should You Quit Your Job? (The Outcome - 12 Min )
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.
EARLY RETIREMENT
Travel
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TECH
The Inside Story of ChatGPT’s Astonishing Potential (Greg Brockman - 30 Min )
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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.
