Content with this tag is dedicated to approaches and funds that enable a UK (tax-resident) investor to invest using index investing techniques
Examples include:
Content with this tag is dedicated to approaches and funds that enable a UK (tax-resident) investor to invest using index investing techniques
Examples include:
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.
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.
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
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.
How Bankers slice the global pie & why index choices mattes, Is the Fed done raising rates, How Often to Rebalance a Portfolio, A new Index based on business activities rather than domicile, CAPM works across asset classes.
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
As a European or UK Investor, you would have to slightly adjust the way to construct a typical two, three or four fund Portfolio using UCITS ETFs.
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.
Have you ever considered matching Bond cash flows with a life event, like buying a house, or kids’ tuition fees, by using an ETF?Â
iBonds act like regular Bonds. The ETF will mature, and you will be repaid at a predetermined date.
However, they offer several ETF advantages over regular bonds – they trade like stocks, are diversified, and don’t require high investment amounts to get started.
â–¶ Vanguard LifeStrategy – Updated Return Expectations
â–¶ Implications of Regime-Shifting Stock-Bond Correlation
â–¶ Duration matching asset allocations with personal goals
â–¶ Honey, the Fed Shrunk the Equity Premium
▶ Why is Argentina’s economy such a mess?
â–¶ On Dividend Investing Strategies
â–¶ Are Leveraged ETFs Worth the Costs and Risk?