Weekend Reading – Is Your Age in Bonds a Good Investing Rule?
January 13, 2024
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.
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
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
- Burt Malkiel Says There Are No Geniuses on Wall Street (Bloomberg - 7 min)
- The worst year for banks since 2008 (FT - 21 min)
- KKR's Henry Kravis on private equity, culture and global markets (Goldman Sachs - 54 min)
- BlackRock's Rick Rieder on The State of Markets & The US Debt Problem (Meb Faber - 57 min)
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
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]
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.
Personal Finance
Early Retirement
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 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.
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.
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☕ Every Saturday morning with your coffee, enjoy FREE:
✅ Investing guides & tools
✅ Curated insights on investing strategies, ETFs, brokers, early retirement & lifestyle
✅ Exclusive articles crafted for wise investors like you
📩 Bonus: FREE Portfolio Checklist! Sign up today and receive a FREE 2-page checklist to:
- Build & monitor an efficient portfolio
- Clean up your personal finances.
🔒 We respect your privacy and never spam. Try it. Feel free to unsubscribe at any time.
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors
If you’ve enjoyed our high-quality guides, you will love Europe’s best Wise Investing newsletter even more. Join tens of thousands of individual investors who trust us.
☕ Every Saturday morning with your coffee, enjoy FREE:
✅ Investing guides & tools
✅ Curated insights on investing strategies, ETFs, brokers, early retirement & lifestyle
✅ Exclusive articles crafted for wise investors like you
📩 Bonus: FREE Portfolio Checklist! Sign up today and receive a FREE 2-page checklist to:
- Build & monitor an efficient portfolio
- Clean up your personal finances.
🔒 We respect your privacy and never spam. Try it. Feel free to unsubscribe at any time.
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?
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
