ETF Fees – How They Work & How to Minimise Them!

October 20, 2023 Team Bankeronwheels

Over the past two decades, Index Investing became attractive, partly due to low ETF fees.

While you can’t avoid fees altogether, minimizing them is vital for maximizing your long-term returns. What are the different costs, and how do they compare to single Stocks or old school Mutual Funds?

Ready to safeguard your returns from unexpected fees? Let’s dive in!

UCITS vs U.S. ETFs – Pros and Cons for Non-US Investors

October 17, 2023 Raph Antoine

ETF Domicile is not very glamour. And something that most new investors won’t pay attention to. While fees and index tracking frequently steal the spotlight, the domicile’s pivotal role in portfolio performance cannot be overstated.

Some of our readers from Latin America, Asia and Middle East know how to optimise their tax bill.

But here is what most investors ignore, and may pay a heavy price for it.

Weekend Reading – Is Your City’s Real Estate In A Bubble?

October 13, 2023 Team Bankeronwheels

UCITS vs U.S. ETFs – Pros and Cons for Non-US Investors, Small Cap Index Funds: Expectations vs. Reality, Why people like to hold individual stocks instead of funds, Mapped: Investment Risk, by Country, We usually think about what to buy. But “When should I sell?” At Long Last, Bonds Once Again Matter, Recap of UK Tax wrappers.

Discover 2 Powerful Roth IRA Equivalents for UK Investors

October 12, 2023 Raph Antoine

You’ve likely heard the buzz about the Roth IRA from US investing circles, tantalizing savers with its tax-free growth and withdrawal benefits.

While this famed investment vehicle is sadly out of reach for UK residents, fret not!

Let’s dive into the Roth IRA Equivalents for UK Investors.

Weekend Reading – IBKR Merger: Are You Affected?

October 6, 2023 Team Bankeronwheels

Interactive Brokers Merger – Are you impacted? When It Comes to Passive Bond ETFs, the Devil Is in the Details. Index funds don’t give you average returns. They almost guarantee you’ll be in the decile. Mixing Bitcoin With 60/40 is Like Using Kerosene as Kindling. Why China’s real estate crisis is different. “We’re going to have a debt crisis in this country” – Ray Dalio

How To Choose A Safe Stock Broker?

October 1, 2023 Raph Antoine

Imagine discovering your broker has gone belly-up overnight, leaving your hard-earned investments in the balance. In a market where investors tirelessly chase after low fees, the often-ignored specter of broker failure lurks in the shadows.

The collapse of a broker isn’t just a plot twist in a Hollywood blockbuster—it’s a stark reality that has left many investors stranded and panicking.

Could your broker be next? What safeguards do you have in place?

Here is what you need to know to protect your savings.

Cracking the Code: How Bankers Slice the Global Pie (2023)

September 29, 2023 Raph Antoine

Most investors starting out would be confused to learn that, for example, investing in an MSCI World ETF wouldn’t provide them with a Global exposure.

Equity ETFs can be confusing due to Index Providers’ naming conventions. So, I had a deep dive into how they work, and I hope you can also benefit from it

Weekend Reading – More iBonds & Highest Security Lending Returns

September 22, 2023 Team Bankeronwheels

It’s Time to Consider Inflation Adjusted Bonds, Bond ladders with iBonds (Updated with new ETFs), Securities Lending Provides Value. But Is It Enough?, 4 ways to diversify concentrated stock positions, Reports of 60:40’s Death Have Been Greatly Exaggerated, Bill Gross on the End of the Great Bond Bull Market, Visualizing the Future Global Economy by GDP in 2050 and more.