Weekend Reading – Is Your Age in Bonds a Good Investing Rule?

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:

I put two children through Harvard by trading options. Unfortunately, they were my broker’s children.

Portfolio Construction

Asset Allocation

How to choose a cheap stock broker

Over the past months, as we developed our Broker Fee Comparison Tool, we looked into the different fees in Europe and the UK. You probably won’t be surprised to hear that the fee structures are almost designed not to be easily comparable! But, the portfolios of our readers are often relatively simple, so coming up with a lifetime accumulation phase simulation of all fee components to choose the cheapest broker is not only feasible, but necessary. 

[Read our article]

Is ‘Your Age in Bonds’ a Good Investing Rule? Rick Ferri Weighs In (Think Advisor)

It’s a good conversation starter but not an approach that works for most clients, especially wealthy ones, the CFA says. Even wealthy investors are often unsure how to allocate assets and afraid to spend.When a client asks about a rule of thumb, Ferri suggests, help them unpack what their financial goals really are.

Read more on Think Advisor

UNDERSTAND FINANCIAL MARKETS

HOW TO INVEST

Active Investing

FACTOR investing

High Conviction Value Investing with Chris Davis (Excess Returns - 1 hr 4 min)

Add to your podcast player:

Chris Davis is Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor and also serves on the board of both Berkshire Hathaway and the Coca-Cola Company. We discuss his process for analyzing companies and his owner earnings-based approach that led him to companies like Amazon when many value investors avoided them.

discretionary investing

ALTERNATIVE ASSET CLASSES

A Practical Look at Private Equity (Pro/Cons) (Rational Reminder - 1 hr 51 min)

Steve Balaban, a private equity insider with a refreshingly realistic and practical perspective on private equity. We talk with
Steve about investing in private equity, the benefits and drawbacks every investor should know
about, why due diligence is essential, how private equity interacts with investor psychology,
and much more.

WALL STREET

A look at Matt Levine's Career (Ritholtz - 1 hr 2 min)

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This week, we speak with Matt Levine, Opinion columnist at Bloomberg. He is the author of Money Stuff, one of the most popular daily newsletters on Wall Street. Previously, he was an investment banker at Goldman Sachs and a mergers and acquisitions lawyer at Wachtell, Lipton. 

SUSTAINABLE investing

BAD BETS

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ETFs

UCITS ETFS

US ETFs

BlackRock is set to launch ten ETFs focused on Treasury inflation-protected securities (TIPS). Ranging in maturity from 2024 to 2033, these ETFs will seek to provide inflation protection to investors concerned with erosion of purchasing power. The new TIPS-defined maturity bond ETFs will carry an expense ratio of 0.1%. [ETF.com]

A Bankeronwheels.com Service
Take Control of Your Financial Future: Custom Coaching for Cost-Savvy Investing

Confused about asset allocation? Rethinking your portfolio strategy? Wondering how much you can safely withdraw for a seamless transition to part-time work or retirement?

Personalised guidance can often be the key to overcoming your investment dilemmas. At the request of our readers, we’ve launched a tailored coaching service designed to address your unique financial needs. Our readers have found such profound value in our sessions that they’ve confidently moved on from their traditional – and often very expensive – Financial Advisors.

A Bankeronwheels.com SERVICE

Take Control of Your Financial Future: Custom Coaching for Cost-Savvy Investing

Confused about asset allocation? Rethinking your portfolio strategy? Wondering how much you can safely withdraw for a seamless transition to part-time work or retirement?

Personalised guidance can often be the key to overcoming your investment dilemmas. At the request of our readers, we’ve launched a tailored coaching service designed to address your unique financial needs. Our readers have found such profound value in our sessions that they’ve confidently moved on from their traditional – often very expensive – Financial Advisors. 

Wealth Management

How To Pick A Nomad Insurance (Bankeronwheels.com)

To assess which policy is the best we came up with five traveller profiles: Remote Worker/Entrepreneurs, Gap Year Adventurers, Family Nomad Travellers, Long-Term Bikepackers and Retiree Travellers.  In this article, we aim to guide you through this often-overlooked aspect of long-term travel, helping you make the best choice for your own adventures. 

[Read our article]

Personal Finance

Early Retirement

Financially Independent, Recreationally Employed (2 Sides of FI - 43 min)

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Have you truly retired if you continue to do any work for money? In this episode, Eric and Jason talk about their own FIRE goals and how they’ve changed over time. Topics discussed include their respective journeys, why Jason has a part-time job after retiring, the internet retirement police, and much more.

DESIGN YOUR LIFESTYLE

Personal Development

Chris Beresford-Hill — How to Come Up with Great Ideas, Cold Emailing, Mark Cuban & more (The Tim Ferris Show - 2 hr 35 min)

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Chris Beresford-Hill is one of the most sought-after creative leaders in advertising and has led brands with a combined market cap of over $1 trillion. His work for clients like Guinness, Mtn Dew, Dove, Workday, Adidas, FedEx, McDonalds, HBO, and Foot Locker has driven sales while putting dent after dent into pop culture.

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By using the promotional link in this ad, you can get up to $1,000 of IBKR Stock for free. You are also helping us grow. Read our transparency disclosure.

Health & Wellness

CAREERS & Entrepreneurship

Travel

The Future of Tech & Economy

economy

Why China is Flooding Europe with Cars! (Patrick Boyle - 24 min)

How is China able to sell European drivers so many cheap cars? Customs data shows that Chinese EV shipments to the European Union have increased by 361% since 2021.
All over the world, Chinese automakers are taking market share which is threatening European automakers.

TECH AND SCIENCE

An Introduction to AI for everyone (Andrej Karpathy - 1 hr)

This is a 1 hour general-audience introduction to Large Language Models: the core technical component behind systems like ChatGPT, Claude, and Bard. What they are, where they are headed, comparisons and analogies to present-day operating systems, and some of the security-related challenges of this new computing paradigm.

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.

🎁 In the first email, you can download a FREE comprehensive 2-page checklist to construct & monitor your portfolio and clean up your personal finances.

And finally

What If North And South Korea Reunite? (Economics Explained - 20 min)

There is no more deadly area in the world than the DMZ between North and South Korea. Millions of mines, and lots of guns and surveillance prevent anyone from crossing. But if tensions were to somehow stop and North and South Korea reunite into one country, it would still be almost impossible to combine their economies. Why would we not be able to use the lessons learned by the reunification of East and West Germany?

Thank you for reading.
Good Luck and Keep’em* Rolling!

(* Wheels & Dividends)

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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.