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!
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
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
discretionary investing
ALTERNATIVE ASSET CLASSES
WALL STREET
- RIP Goldman Sachs? (Business Insider)
- This is What Munger Really Thinks About Buffett (Morningstar)
- Everybody Loves Raymond Dalio (The Compound - 45 min)
- What's the outlook for deal-making, corporate & investor sentiment, and markets? (Goldman Sachs - 36 min)
- Jim Bianco on economy, the dead bond bull market & energy weaponization (Meb Faber - 1 hr 25 min)
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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Banker On Wheels is 4 years old! To celebrate our anniversary we have launched the official merchandise store – Shop.Bankeronwheels.com. You can now get your favourite Golden Retriever, or your factor tilt on a coffee mug or a T-Shirt while supporting our cause! All profits are reinvested into creating more educational content. Alternatively, you can also buy us a coffee. Thank you for all your support ❤️
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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Wealth Management
Personal Finance
- Own Goals: Do You Know Why You Are Investing? (Morningstar)
- Insurances - when to take it and when not. (Italian Leather Sofa)
- Wise pauses taking on European business customers (FT.com, click on the first link)
- Budgeting Masterclass with Tiffany "The Budgetnista" Aliche (ChooseFi - 55 min)
- Why it's a great time to be an investor (Validea)
Early Retirement
FINANCIAL PRODUCTS
COST OF LIVING
OUR Community
Question of the week
DESIGN YOUR LIFESTYLE
Personal Development
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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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash.
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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash.
Health & Wellness
- A Practical Guide to Controlling Addiction & Dopamine (The Knowledge Project - 1 hr 5 min)
- How Anti Obesity drugs are reshaping health care & Consumer behaviour (Goldman Sachs - 27 min)
- How to avoid death by comfort (Art of Manliness - 56 min)
- Workers in Valencia’s 4-day week trial report less stress and more socialising (Yahoo Finance)
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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OUR Community
Last Week We asked you
How would you describe your current life situation?
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Thank you for reading.
Good Luck & keep’em* rolling!
(* Wheels & Dividends)
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
Weekend Reading – Global Shocks: How Do Stocks Perform?
Trading 212 Review: Pros & Cons
Cash Is Not Enough: Why Hold Bond ETFs Despite Price Rollercoasters.
The Truth About €1 Million Broker Guarantees (Updated With Trading 212 Cap)
Halifax Share Dealing Review – Similar To Lloyds With SIPP On Top
Lloyds Share Dealing Review – Old School But Ticks The Boxes For Golden Retrievers
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DISCLAIMER
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.
