Weekend Reading – Buying a House? New Xtrackers ETFs for Medium-Term Life Goals

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:

It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong.

INVEST WISELY

CONSTRUCT YOUR PORTFOLIO

Why do portfolio managers care about factors? It's not what you think (Bankeronwheels.com)

We are starting our Factor Investing Series! This one is for the most advanced investors only. But as usual, we still try to make it friendly for all readers!

In the late 2000s, Factor Investing was en vogue. But, even then, factors’ main use in Asset Management wasn’t to achieve higher future performance. Why are factors so popular? The first part of the series also looks at two simulated portfolios. Let’s dive in! 

[Read our article]

Stocks for the Long Run? Sometimes. (Tandfo online)

When Jeremy Siegel published his “Stocks for the Long Run” thesis, little was known about 19th-century stock and bond returns. Digital archives have made it possible to compute real total return on US stock and bond indexes from 1792. The new historical record shows that over multi-decade periods, sometimes stocks outperformed bonds, sometimes bonds outperformed stocks, and sometimes they performed about the same. 

Read more on Tandfo 

UNDERSTAND FINANCIAL MARKETS

HOW TO INVEST

25 financial thought leaders define what does it mean to be a long term investor (Peter Lazaroff - 36 min)

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What does it mean to be a long-term investor? In this special mash up episode, all the show’s guests from the past year weigh in. Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, William Bernstein and more.

Active Investing

FACTOR investing

12 Small Cap Value Q&A's (Sound Investing - 41 min)

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Interested in small cap value Stocks but can’t find answers to those questions keeping you up at night? This podcast is just for you.

discretionary investing

ALTERNATIVE ASSET CLASSES

WALL STREET

Empire of Shadows: Story of Europe's Richest Family in History (FinAIus - 40 min)

Unravel the Rothschild family’s history. Delve into the labyrinth of power, wealth, and secrets that have defined one of the most influential banking dynasties in the world.

SUSTAINABLE investing

crypto

BAD BETS

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ETFs

DWS issues four fixed maturity Euro Corporate Bond ETFs (ETF Stream)

Xtrackers issued four new Fixed Maturity Bond ETFs. The four-strong ETFs have a TER of 0.12%:

  • Target Maturity EUR Corporate Bond September 2027
  • Target Maturity EUR Corporate Bond September 2029 
  • Target Maturity EUR Corporate Bond September 2031 
  • Target Maturity EUR Corporate Bond September 2033

Read more on ETF Stream

Robeco is stepping into the European ETF market with a focus on active funds. The Dutch asset manager, which has €181bn assets under management, is planning to launch its first UCITS ETFs in Q2 2024. [FT.com]

Xetra has seen the launch of 3 new fixed income ETFs by the German asset management group DWS. The ETFs provide ultra-short-duration exposure to bonds from issuers of Eurozone sovereigns. All the ETFs have a 0.07% fee. [ETFStrategy.com]

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]

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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

Personal Finance

Early Retirement

What’s a Safe Retirement Spending Rate Today? (The Long View - 57 min)

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Amy Arnott and John Rekenthaler discuss Morningstar’s latest research, including flexible withdrawal strategies, guaranteed income sources, and TIPS ladders.

FINANCIAL PRODUCTS

COST OF LIVING

OUR Community

Question of the week

[democracy id="2"]

DESIGN YOUR LIFESTYLE

Personal Development

The hidden risks of meditation overlaps with psychedelic risks (The Tim Ferriss Show - 2 hr 3 min)

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Willoughby Britton, PhD is a clinical psychologist. Her clinical neuroscience research investigates the effects of contemplative practices (meditation) on the brain and body in the treatment of mood disorders, trauma, and other conditions. She is probably best known for her research on adverse effects—why they happen and how to mitigate them.

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Health & Wellness

CAREERS

Charted: Hours Worked vs. Salaries in OECD Countries (Visual Capitalist)

The Organization for Economic Co-operation and Development (OECD) is generally regarded as a collection of highly developed, high income countries. However with 38 member states from across the globe, economic prosperity can still vary widely between these nations.

To illustrate this, Truman Du from Genuine Impact charts the average weekly work hours and salaries across the OECD in 2022.

Read more on Visual Capitalist

TECH AND SCIENCE

Travel

From Bankeronwheels.com
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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.

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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.